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Salesforce
CRM

Overview Fund Activity

2,266 hedge funds and large institutions have $204B invested in Salesforce in 2022 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 1,075 increasing their positions, 808 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,266
Holders Change
-73
Holders Change %
-3.12%
% of All Funds
35.86%
Holding in Top 10
98
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.5%
% of All Funds
1.55%
New
164
Increased
1,075
Reduced
808
Closed
215
Calls
$4.14B
Puts
$4.62B
Net Calls
-$480M
Net Calls Change
+$1.39B

Top Buyers

1
BlackRock
BlackRock
New York
+$430M
2
IFP
Independent Franchise Partners
United Kingdom
+$383M
3
Fidelity International
Fidelity International
Bermuda
+$365M
4
Morgan Stanley
Morgan Stanley
New York
+$337M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$310M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.31B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$748M
3
DZ Bank
DZ Bank
Germany
-$532M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$514M
5
CP
Castleview Partners
Texas
-$459M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMG
976
Signature Wealth Management Group
Georgia
$2.3M +$676K +3,182 +42%
BOM
977
Bank of Marin
California
$2.3M -$80.1K -377 -3%
HG
978
Herbst Group
Connecticut
$2.29M +$1.1M +5,197 +93%
NW
979
NewEdge Wealth
Pennsylvania
$2.28M +$1.79M +8,409 +364%
PWP
980
Perfromance Wealth Partners
Illinois
$2.28M -$713K -3,361 -24%
IAS
981
IMA Advisory Services
Colorado
$2.27M +$37.2K +175 +2%
LSAG
982
Lake Street Advisors Group
New Hampshire
$2.27M -$83.9K -395 -4%
CWMU
983
Caliber Wealth Management (Utah)
Utah
$2.27M +$205K +964 +10%
FWM
984
Finer Wealth Management
Massachusetts
$2.26M -$86.4K -407 -4%
FHA
985
Flagship Harbor Advisors
Massachusetts
$2.26M +$402K +1,892 +22%
MIC
986
Maxi Investments CY
Cyprus
$2.24M +$1.83M +8,600 +437%
BP
987
Ballentine Partners
Massachusetts
$2.24M -$80.9K -381 -3%
SF
988
Symphony Financial
Texas
$2.24M +$1.52M +7,620 +210%
MYLI
989
Meiji Yasuda Life Insurance
Japan
$2.23M -$96.8K -456 -4%
SIA
990
Schechter Investment Advisors
Michigan
$2.23M -$428K -2,014 -16%
EFM
991
E Fund Management
China
$2.23M +$203K +955 +10%
IFWM
992
Institute for Wealth Management
Colorado
$2.23M +$181K +851 +9%
TSWM
993
Triangle Securities Wealth Management
North Carolina
$2.22M -$3.61K -17 -0.2%
DPIM
994
Duff & Phelps Investment Management
Illinois
$2.22M +$136K +640 +7%
JSL
995
JT Stratford LLC
Georgia
$2.21M +$447K +2,107 +25%
IIA
996
IPG Investment Advisors
California
$2.2M +$490K +2,310 +29%
MJB
997
Mark J. Bradley
$2.2M +$57.3K +270 +3%
RDWM
998
Red Door Wealth Management
Tennessee
$2.2M +$276K +1,299 +14%
CC
999
Claybrook Capital
Massachusetts
$2.2M +$74.3K +350 +4%
PJSIMP
1000
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.19M -$212K -1,202 -9%
38 39
40
41 42