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 %
AF
1076
Aldebaran Financial
$1.8M +$29.7K +140 +2%
LFM
1077
LGT Fund Management
Liechtenstein
$1.8M +$1.54M +7,270 +606%
SFP
1078
Shepherd Financial Partners
Massachusetts
$1.8M -$1.27K -6 -0.1%
DIA
1079
Dana Investment Advisors
Wisconsin
$1.8M -$1.42M -6,666 -44%
CW
1080
CreativeOne Wealth
Kansas
$1.79M +$558K +2,628 +45%
MAM
1081
Meeder Asset Management
Ohio
$1.79M -$2.66M -12,544 -60%
BWM
1082
BNC Wealth Management
Oregon
$1.79M -$113K -534 -6%
Verition Fund Management
1083
Verition Fund Management
Connecticut
$1.79M -$9.33M -43,927 -84%
PCM
1084
Penserra Capital Management
California
$1.78M +$104K +490 +6%
PAM
1085
Paradigm Asset Management
New York
$1.77M – – –
FMAEN1
1086
Fund Management at Engine No 1
California
$1.77M +$1.77M +8,339 New
EWM
1087
Elmwood Wealth Management
California
$1.77M +$60.5K +285 +4%
OHWP
1088
Oak Harbor Wealth Partners
North Carolina
$1.77M +$129K +606 +8%
CPIG
1089
Chicago Partners Investment Group
Illinois
$1.76M +$120K +763 +7%
GCWM
1090
Graham Capital Wealth Management
District of Columbia
$1.76M +$1.76M +8,287 New
CCG
1091
Coastwise Capital Group
California
$1.76M +$1.76M +8,279 New
GFG
1092
Greystone Financial Group
Michigan
$1.76M +$1.02M +4,782 +137%
CI
1093
Cavalier Investments
Georgia
$1.75M -$402K -1,893 -19%
MOS
1094
MGO One Seven
Ohio
$1.75M -$1.31M -6,186 -43%
SVWAG
1095
Sound View Wealth Advisors Group
Georgia
$1.74M +$650K +3,061 +59%
GWMIA
1096
Global Wealth Management Investment Advisory
Florida
$1.74M +$239K +1,128 +16%
PCM
1097
Prelude Capital Management
New York
$1.74M +$396K +1,865 +29%
LCP
1098
Legacy Capital Partners
Wisconsin
$1.73M -$11.7K -55 -0.7%
MGIA
1099
Moneta Group Investment Advisors
Missouri
$1.72M -$191K -899 -10%
BAM
1100
Blueshift Asset Management
New Jersey
$1.72M -$2.02M -9,524 -54%
42 43
44
45 46