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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 %
BFS
1226
Bard Financial Services
Connecticut
$1.26M +$90.3K +425 +8%
AWA
1227
Alta Wealth Advisors
Massachusetts
$1.25M +$114K +537 +10%
HWAM
1228
Hennion & Walsh Asset Management
New Jersey
$1.25M -$1.01M -4,755 -45%
DCM
1229
Davidson Capital Management
Texas
$1.25M +$34.4K +162 +3%
PA
1230
PSI Advisors
Florida
$1.25M +$269K +1,266 +27%
HVM
1231
Harvest Volatility Management
Connecticut
$1.25M +$576K +2,712 +85%
MCM
1232
Mainstay Capital Management
Michigan
$1.25M +$8.92K +42 +0.7%
BWP
1233
BSW Wealth Partners
Colorado
$1.24M +$234K +1,102 +23%
DP
1234
Dearborn Partners
Illinois
$1.24M -$48.2K -227 -4%
ATWA
1235
Arbor Trust Wealth Advisors
Michigan
$1.24M -$36.1K -170 -3%
ARC
1236
Advisor Resource Council
Texas
$1.23M -$320K -1,507 -21%
CBT
1237
Central Bank & Trust
Kentucky
$1.23M -$34K -160 -3%
ECG
1238
EPIQ Capital Group
California
$1.23M – – –
WAP
1239
Wealthcare Advisory Partners
Pennsylvania
$1.23M +$84.5K +398 +7%
GC
1240
GFG Capital
Florida
$1.23M -$269K -1,266 -18%
LC
1241
Lindbrook Capital
California
$1.23M -$43.5K -205 -3%
SMH
1242
Sanders Morris Harris
Texas
$1.22M – – –
COCM
1243
Charter Oak Capital Management
New Hampshire
$1.22M +$692K +3,259 +131%
MFW
1244
Meristem Family Wealth
Minnesota
$1.22M -$673K -3,170 -36%
HT
1245
Heritage Trust
Oklahoma
$1.22M -$425 -2 -0%
CWM
1246
Congress Wealth Management
Massachusetts
$1.22M +$12.1K +57 +1%
IF
1247
Intrua Financial
Texas
$1.21M -$45.6K -215 -4%
CPIA
1248
Cornell Pochily Investment Advisors
New York
$1.21M +$182K +858 +18%
BSA
1249
Braun Stacey Associates
New York
$1.21M -$11.4M -53,858 -90%
CT
1250
Columbia Trust
Oregon
$1.21M +$80.5K +425 +7%
48 49
50
51 52