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 %
CI
1051
CX Institutional
Indiana
$1.9M +$534K +2,516 +39%
IWM
1052
IHT Wealth Management
Illinois
$1.9M +$251K +1,183 +15%
MA
1053
Modus Advisors
Minnesota
$1.9M +$244K +1,148 +15%
AWAG
1054
ARS Wealth Advisors Group
Florida
$1.89M -$87.7K -413 -4%
TIA
1055
Tiemann Investment Advisors
California
$1.89M -$14.9K -70 -0.8%
LTI
1056
Laffer Tengler Investments
Tennessee
$1.89M +$35.5K +167 +2%
PMG
1057
ProVise Management Group
Florida
$1.88M +$15.7K +74 +0.8%
PWS
1058
Peterson Wealth Services
Utah
$1.88M +$272K +1,279 +17%
CCM
1059
Coldstream Capital Management
Washington
$1.86M -$385K -1,815 -17%
PSUF
1060
People's United Financial
Connecticut
$1.86M -$181K -852 -9%
ETC
1061
Exchange Traded Concepts
Oklahoma
$1.86M +$259K +1,221 +16%
MA
1062
Mutual Advisors
Nebraska
$1.85M +$345K +1,623 +23%
LWM
1063
Laidlaw Wealth Management
New York
$1.85M +$281K +1,325 +18%
WPW
1064
Waldron Private Wealth
Pennsylvania
$1.84M +$122K +574 +7%
WI
1065
WrapManager Inc
California
$1.84M -$21.7K -102 -1%
FAM
1066
Fulcrum Asset Management
United Kingdom
$1.83M -$714K – –
EAM
1067
EFG Asset Management
Oregon
$1.83M -$167K -786 -8%
KF
1068
Krilogy Financial
Missouri
$1.82M +$130K +610 +8%
ANI
1069
American National Insurance
Texas
$1.82M -$364K -1,714 -17%
Financial Engines Advisors
1070
Financial Engines Advisors
California
$1.82M +$1.82M +8,547 New
VR
1071
Viridian RIA
Washington
$1.81M -$2.39M -9,402 Closed
GAG
1072
GM Advisory Group
New York
$1.81M +$1.55M +7,304 +605%
IB
1073
Intrust Bank
Kansas
$1.8M -$35.7K -168 -2%
MIAS
1074
Mason Investment Advisory Services
Virginia
$1.8M -$383K -1,803 -18%
JWBC
1075
J.W. Burns & Co
New York
$1.8M -$153K -720 -8%
41 42
43
44 45