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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 %
TNBTD
1201
Trustmark National Bank Trust Department
Mississippi
$1.33M -$1.18M -5,551 -47%
BSAM
1202
Blue Square Asset Management
New York
$1.33M +$22.9K +108 +2%
NL
1203
NVWM LLC
Pennsylvania
$1.33M +$288K +1,352 +28%
CHAM
1204
Clear Harbor Asset Management
Connecticut
$1.32M -$6.37K -30 -0.5%
PPW
1205
Parcion Private Wealth
Washington
$1.32M -$14.1K -67 -1%
YIA
1206
YHB Investment Advisors
Connecticut
$1.32M +$548K +2,581 +71%
TPA
1207
Trivium Point Advisory
Connecticut
$1.32M +$467K +2,325 +55%
RHBC
1208
R.H. Bluestein & Co
Michigan
$1.31M -$133K -624 -9%
CC
1209
Commons Capital
Massachusetts
$1.31M -$201K -946 -13%
MME
1210
Meag Munich Ergo
Germany
$1.31M +$351K +1,634 +37%
OL
1211
Optas LLC
Texas
$1.3M +$69.4K +327 +6%
TPWA
1212
TRUE Private Wealth Advisors
Oregon
$1.3M -$173K -933 -12%
WANY
1213
Wealthspire Advisors (New York)
New York
$1.29M -$777K -3,658 -38%
LP
1214
Lloyd Park
Illinois
$1.29M -$275K -1,295 -18%
VFPI
1215
Vantage Financial Partners (Illinois)
Illinois
$1.29M +$159K +750 +14%
KTM
1216
Keeler Thomas Management
Utah
$1.29M +$1.29M +6,058 New
RMAM
1217
Raab & Moskowitz Asset Management
New Jersey
$1.28M – – –
OCM
1218
Orion Capital Management
California
$1.28M -$39.7K -187 -3%
IA
1219
IFP Advisors
Florida
$1.28M +$205K +2,759 +19%
AAS
1220
Ameritas Advisory Services
Nebraska
$1.28M +$77.5K +365 +6%
LCM
1221
Landscape Capital Management
New Jersey
$1.27M +$161K +758 +14%
CTFG
1222
Capstone Triton Financial Group
Oklahoma
$1.27M +$1.27M +7,240 New
BFPW
1223
BOK Financial Private Wealth
Colorado
$1.26M -$193K -910 -13%
BWA
1224
Blodgett Wealth Advisors
California
$1.26M +$106K +500 +9%
WA
1225
Wambolt & Associates
Colorado
$1.26M +$168 +121 +0%
47 48
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