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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 %
AFM
1176
Abbot Financial Management
Massachusetts
$1.43M +$33.6K +158 +2%
WMP
1177
Wealth Management Partners
Arizona
$1.43M +$204K +1,000 +17%
SG
1178
Stonnington Group
California
$1.42M -$770K -3,940 -35%
AT
1179
Arden Trust
Delaware
$1.42M -$58.2K -274 -4%
TF
1180
TLWM Financial
Texas
$1.41M +$378K +1,776 +37%
AB
1181
Atlas Brown
Kentucky
$1.41M +$22.9K +108 +2%
JDR
1182
Jay D. Rosenbaum
$1.41M +$50.1K +236 +4%
MRCM
1183
M&R Capital Management
New Jersey
$1.4M +$60.5K +285 +5%
KAM
1184
Karani Asset Management
New York
$1.4M +$11.7K +55 +0.8%
CCM
1185
Cribstone Capital Management
Maine
$1.39M +$89.4K +421 +7%
BCM
1186
Bienville Capital Management
New York
$1.38M – – –
IIM
1187
Intact Investment Management
Quebec, Canada
$1.38M -$95.5K -450 -6%
AW
1188
Alaethes Wealth
Nevada
$1.38M +$227K +1,070 +20%
CC
1189
Centiva Capital
New York
$1.38M -$363K -1,709 -21%
AFG
1190
Albion Financial Group
Utah
$1.38M +$3.4K +16 +0.2%
PCM
1191
Pennsylvania Capital Management
Pennsylvania
$1.38M -$88.1K -415 -6%
ECG
1192
Edge Capital Group
Georgia
$1.36M +$433K +2,041 +47%
NL
1193
Navalign LLC
California
$1.36M +$52.4K +300 +4%
RPC
1194
Rossmore Private Capital
Connecticut
$1.36M +$163K +770 +14%
PI
1195
Parkside Investments
Illinois
$1.35M +$1.35M +6,373 New
BAM
1196
Bosun Asset Management
Illinois
$1.34M -$1.27K -6 -0.1%
MCC
1197
Money Concepts Capital
Florida
$1.34M +$728K +3,432 +119%
FFM
1198
Forum Financial Management
Illinois
$1.34M -$288K -1,359 -18%
BAM
1199
Barrett Asset Management
New York
$1.34M -$43.1K -203 -3%
FIM
1200
Freedom Investment Management
Connecticut
$1.33M -$1.16M -5,466 -47%
46 47
48
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