CRM icon

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 %
RC
1001
Resonate Capital
California
$2.18M +$207K +977 +11%
BO
1002
Bank OZK
Arkansas
$2.18M +$286K +1,349 +15%
GCA
1003
Guardian Capital Advisors
Ontario, Canada
$2.17M +$357K +1,831 +20%
IWS
1004
Insight Wealth Strategies
California
$2.17M +$118K +555 +6%
SBH
1005
Segall Bryant & Hamill
Illinois
$2.17M -$30K -141 -1%
BC
1006
Breakline Capital
New York
$2.17M -$1.96M -9,215 -47%
SWM
1007
Segment Wealth Management
Texas
$2.16M +$209K +984 +11%
LPT
1008
Legacy Private Trust
Wisconsin
$2.15M +$578K +2,725 +37%
MMG
1009
Monetary Management Group
Missouri
$2.14M -$891K -4,195 -29%
DGAM
1010
Desjardins Global Asset Management
Quebec, Canada
$2.14M -$351K -1,653 -14%
TA
1011
Townsend & Associates
Colorado
$2.14M +$131K +666 +7%
WI
1012
Wintrust Investments
Illinois
$2.13M -$425K -1,975 -17%
RSVP
1013
Ramsay Stattman Vela & Price
Colorado
$2.13M +$2.13M +10,025 New
SC
1014
Savant Capital
Illinois
$2.13M +$146K +689 +7%
ZCM
1015
Zenyatta Capital Management
Delaware
$2.12M +$2.12M +10,000 New
WA
1016
Winfield Associates
Ohio
$2.12M -$44.4K -209 -2%
LMKC
1017
L.M. Kohn & Company
Ohio
$2.1M +$2.1M +9,899 New
MCIA
1018
Mountain Capital Investment Advisors
Colorado
$2.09M +$10.2K +52 +0.5%
WGCA
1019
Wolf Group Capital Advisors
Virginia
$2.08M -$4.35M -20,502 -68%
NFC
1020
Northeast Financial Consultants
Connecticut
$2.08M +$143K +675 +7%
Koshinski Asset Management
1021
Koshinski Asset Management
Illinois
$2.08M -$57.3K -270 -3%
SS
1022
Sunbelt Securities
Texas
$2.08M +$122K +566 +6%
SC
1023
Sawyer & Company
Massachusetts
$2.07M +$24.4K +115 +1%
IP
1024
Intellectus Partners
California
$2.07M -$65.2K -307 -3%
RMC
1025
Resources Management Corp
Connecticut
$2.06M +$44.6K +210 +2%
39 40
41
42 43