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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 %
ADL
1151
Asset Dedication LLC
California
$1.51M -$26.5K -125 -2%
PIM
1152
Penobscot Investment Management
Massachusetts
$1.51M – – –
BSB
1153
Bangor Savings Bank
Maine
$1.51M +$88.5K +417 +6%
RWM
1154
Ritholtz Wealth Management
New York
$1.5M +$40.4K +190 +3%
IUHSA
1155
Itau Unibanco Holding S.A.
Brazil
$1.5M -$2.03M -9,579 -58%
DCM
1156
Donaldson Capital Management
Indiana
$1.49M +$566K +2,664 +61%
AAP
1157
Ardsley Advisory Partners
Connecticut
$1.49M +$637K +3,000 +75%
SBIA
1158
Sheaff Brock Investment Advisors
Indiana
$1.48M -$103K -483 -6%
KMWM
1159
Keudell/Morrison Wealth Management
Oregon
$1.48M -$12.9K -61 -0.9%
CFFP
1160
Center for Financial Planning
Michigan
$1.48M – – –
CCB
1161
Country Club Bank
Missouri
$1.47M +$1.47M +6,843 New
BM
1162
Brandywine Managers
Delaware
$1.47M – – –
HWM
1163
HB Wealth Management
Georgia
$1.47M +$534K +2,514 +57%
WWM
1164
WT Wealth Management
Arizona
$1.47M +$224K +1,056 +18%
ATPW
1165
Ashton Thomas Private Wealth
Arizona
$1.45M +$170K +800 +13%
VFA
1166
Voya Financial Advisors
Connecticut
$1.45M +$26.6K +124 +2%
WA
1167
Wealth Alliance
New York
$1.45M +$173K +813 +13%
MS
1168
Madden Securities
Texas
$1.45M -$179K -845 -11%
MFG
1169
MidWestOne Financial Group
Iowa
$1.45M +$55K +259 +4%
SS
1170
Simplicity Solutions
Minnesota
$1.45M -$616K -2,904 -30%
FMTC
1171
Farmers & Merchants Trust Company
California
$1.44M +$68.8K +324 +5%
IAIM
1172
International Assets Investment Management
Florida
$1.44M -$224K -1,057 -14%
IIM
1173
Ironwood Investment Management
Massachusetts
$1.44M -$41.6K -196 -3%
PWP
1174
Principle Wealth Partners
Connecticut
$1.44M +$567K +2,670 +65%
KTC
1175
Kistler-Tiffany Companies
Pennsylvania
$1.43M +$233K +1,095 +19%
45 46
47
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