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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 %
VIA
1251
Vickerman Investment Advisors
Washington
$1.21M +$1.21M +7,099 New
MLL
1252
Moody Lynn & Lieberson
Massachusetts
$1.2M -$3.83M -18,025 -76%
CIA
1253
Capital Investment Advisors
Georgia
$1.19M +$131K +616 +12%
JCM
1254
Jacobi Capital Management
Pennsylvania
$1.19M +$435K +2,048 +57%
BWM
1255
BigSur Wealth Management
Florida
$1.19M – – –
WEG
1256
World Equity Group
Illinois
$1.19M +$1.19M +5,586 New
NSB
1257
Norway Savings Bank
Maine
$1.19M -$43.5K -205 -4%
RAM
1258
Redmond Asset Management
Virginia
$1.18M +$40.8K +192 +4%
FAIM
1259
Financial Advocates Investment Management
Washington
$1.17M +$81.2K +382 +7%
PFMU
1260
Privium Fund Management (UK)
United Kingdom
$1.17M +$1.17M +5,458 New
CBTWT
1261
Community Bank & Trust (Waco, Texas)
Texas
$1.17M +$16.8K +79 +1%
DIM
1262
Delta Investment Management
California
$1.17M +$658K +3,099 +129%
RCAG
1263
Rehmann Capital Advisory Group
Michigan
$1.16M +$262K +1,232 +29%
OIA
1264
OneDigital Investment Advisors
Kansas
$1.16M +$329K +1,547 +39%
PFWA
1265
Paces Ferry Wealth Advisors
Georgia
$1.16M -$5.1K -24 -0.4%
CFA
1266
Compass Financial Advisors
Indiana
$1.16M +$279K +1,312 +32%
FAG
1267
Fortitude Advisory Group
Washington
$1.15M +$58K +273 +5%
FMLI
1268
Fukoku Mutual Life Insurance
Japan
$1.15M -$261K -1,230 -18%
CMANY
1269
Capital Management Associates (New York)
New York
$1.15M -$66.1K -311 -5%
SG
1270
StoneX Group
New York
$1.15M +$41K +193 +4%
APP
1271
Alpha Paradigm Partners
Illinois
$1.15M +$1.15M +5,393 New
SGI
1272
Summit Global Investments
Utah
$1.14M +$1.27K +6 +0.1%
MIM
1273
Moseley Investment Management
Florida
$1.14M -$322K -1,517 -22%
BCM
1274
Barden Capital Management
Texas
$1.14M +$29.3K +138 +3%
1SB
1275
1ST Source Bank
Indiana
$1.14M -$3.18K -15 -0.3%
49 50
51
52 53