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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 %
MS
1101
Mizuho Securities
Japan
$1.72M +$1.24M +5,850 +262%
BMCM
1102
Bryn Mawr Capital Management
Pennsylvania
$1.71M +$1.71M +8,048 New
MTIC
1103
Missouri Trust & Investment Company
Missouri
$1.7M +$228K +1,072 +15%
SACTSONJ
1104
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.7M – – –
SCI
1105
Stableford Capital II
Arizona
$1.7M +$1.7M +8,489 New
VCM
1106
Virtue Capital Management
Tennessee
$1.69M -$142K -667 -8%
AFAS
1107
Acorn Financial Advisory Services
Virginia
$1.69M +$66.9K +315 +4%
WBC
1108
West Branch Capital
Massachusetts
$1.69M -$72K -339 -4%
CWAG
1109
Compton Wealth Advisory Group
Virginia
$1.67M +$97.7K +460 +6%
UBG
1110
United Bank (Georgia)
Georgia
$1.67M -$167K -785 -9%
1WA
1111
180 Wealth Advisors
Washington
$1.66M +$112K +586 +7%
B
1112
Bailard
California
$1.66M +$265K +1,249 +19%
CI
1113
Conning Inc
Connecticut
$1.65M -$141K -663 -8%
RIA
1114
Regal Investment Advisors
Michigan
$1.65M -$57.1K -269 -3%
GI
1115
GS Investments
Minnesota
$1.65M -$5.94K -34 -0.4%
CCA
1116
Checchi Capital Advisers
California
$1.64M +$60.1K +283 +4%
CCM
1117
Chickasaw Capital Management
Tennessee
$1.63M -$78.6K -370 -5%
OGF
1118
Orin Green Financial
California
$1.63M +$1.63M +7,689 New
EAM
1119
Eagle Asset Management
Florida
$1.63M -$62.4K -294 -4%
BA
1120
Birinyi Associates
Connecticut
$1.63M -$637K -3,000 -28%
SIM
1121
Sentry Investment Management
Wisconsin
$1.63M +$628K +2,959 +63%
GW
1122
GW & Wade
Massachusetts
$1.63M +$28.9K +136 +2%
CCM
1123
Compton Capital Management
Rhode Island
$1.62M -$21.2K -100 -1%
BCA
1124
Bay Colony Advisors
Massachusetts
$1.62M +$14.9K +70 +0.9%
CI
1125
CAZ Investments
Texas
$1.61M +$1.61M +7,600 New
43 44
45
46 47