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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 %
LFM
1301
Lumina Fund Management
New York
$1.08M +$1.08M +5,100 New
YL
1302
YCG LLC
Texas
$1.08M +$1.08M +5,076 New
ACI
1303
Alpha Cubed Investments
California
$1.08M -$5.74M -27,030 -84%
MHS
1304
M Holdings Securities
Oregon
$1.07M +$1.07M +5,052 New
GITFIT
1305
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.07M +$1.07M +5,047 New
LWA
1306
Lineweaver Wealth Advisors
Ohio
$1.07M +$111K +524 +12%
QCM
1307
Quantinno Capital Management
New York
$1.07M +$254K +1,197 +31%
IAN
1308
Integrated Advisors Network
Texas
$1.07M +$201K +947 +23%
AFA
1309
Abacus FCF Advisors
Florida
$1.06M +$1.06M +5,011 New
DF
1310
Donoghue Forlines
Massachusetts
$1.06M +$1.06M +5,011 New
GCC
1311
Game Creek Capital
Massachusetts
$1.06M -$2.8M -13,200 -73%
BDFN
1312
Bond & Devick Financial Network
Minnesota
$1.06M -$5.73K -27 -0.5%
WWM
1313
Wolff Wiese Magana
California
$1.06M +$96.5K +455 +10%
JEST
1314
JTC Employer Solutions Trustee
Jersey
$1.06M +$1.06M +4,665 New
EW
1315
Evoke Wealth
California
$1.05M -$16.6K -78 -2%
GI
1316
GAMCO Investors
Connecticut
$1.05M +$8.7K +41 +0.8%
HL
1317
HeadInvest LLC
Maine
$1.05M +$39.9K +188 +4%
LJAC
1318
L.J. Altfest & Co
New York
$1.05M +$421K +1,981 +67%
ESB
1319
Essex Savings Bank
Connecticut
$1.05M +$172K +811 +20%
CAMG
1320
CWA Asset Management Group
Florida
$1.05M -$2.12M -10,009 -67%
QFA
1321
Quattro Financial Advisors
Texas
$1.04M +$403K +1,900 +63%
LS
1322
Leelyn Smith
Illinois
$1.04M +$19.5K +92 +2%
HCM
1323
Highlander Capital Management
New Jersey
$1.04M +$212K +1,000 +26%
LB
1324
Legacy Bridge
Iowa
$1.04M – – –
BCM
1325
Brown Capital Management
Maryland
$1.03M – – –
51 52
53
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