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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 %
WAM
1376
Weiss Asset Management
Massachusetts
$928K +$928K +4,372 New
DP
1377
Denver PWM
Colorado
$925K -$1.27K -6 -0.1%
CWM
1378
Centric Wealth Management
Illinois
$925K +$40.5K +191 +5%
CANY
1379
Caxton Associates (New York)
New York
$925K +$925K +4,358 New
HPC
1380
HM Payson & Co
Maine
$923K +$36.5K +172 +4%
CFGS
1381
Concourse Financial Group Securities
Alabama
$921K -$452K -2,131 -33%
B
1382
Barings
North Carolina
$919K -$1.91M -8,984 -68%
FANJ
1383
Financial Architects (New Jersey)
New Jersey
$919K -$53.9K -254 -6%
LAI
1384
Legal Advantage Investments
California
$919K – – –
GA
1385
GoalVest Advisory
New York
$918K +$918K +4,326 New
SC
1386
Sonen Capital
California
$916K +$517K +2,434 +129%
EFS
1387
Essex Financial Services
Connecticut
$913K +$40.1K +189 +5%
MCA
1388
Magnolia Capital Advisors
Mississippi
$912K +$35.9K +169 +4%
MFA
1389
Mayflower Financial Advisors
Massachusetts
$911K +$106K +497 +13%
SP
1390
Symmetry Partners
Connecticut
$910K – – –
WAS
1391
WESPAC Advisors SoCal
California
$907K -$17.4K -82 -2%
BBP
1392
Banco BTG Pactual
Brazil
$903K +$230K +1,081 +34%
DTL
1393
Dynamic Technology Lab
Singapore
$902K -$13K -61 -1%
BCPWM
1394
Bradley & Co Private Wealth Management
Florida
$898K -$2.49M -11,749 -74%
HTC
1395
Haverford Trust Company
Pennsylvania
$897K +$34.4K +162 +4%
EB
1396
Eastern Bank
Massachusetts
$895K -$346K -1,629 -28%
CL
1397
CPWM LLC
Washington
$894K +$205K +965 +30%
OAM
1398
Occidental Asset Management
California
$886K +$29.3K +138 +3%
SSWM
1399
Smith Salley Wealth Management
North Carolina
$885K +$1.7K +8 +0.2%
JE
1400
JMAC Enterprises
Pennsylvania
$882K +$5.31K +25 +0.6%
54 55
56
57 58