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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 %
FPF
1476
First Pacific Financial
Washington
$722K +$40.8K +192 +6%
LSA
1477
L & S Advisors
California
$715K -$1.22M -5,728 -63%
CP
1478
Camelot Portfolios
Ohio
$712K +$122K +573 +21%
RWA
1479
Ropes Wealth Advisors
Massachusetts
$710K -$4.46K -21 -0.6%
LB
1480
Leo Brokerage
Texas
$710K +$710K +3,341 New
1CP
1481
17 Capital Partners
Arizona
$709K +$1.06K +5 +0.1%
GTAM
1482
Global Trust Asset Management
Florida
$708K -$27.8K -131 -4%
CFG
1483
Citizens Financial Group
Rhode Island
$707K +$141K +662 +25%
MA
1484
Montag & Associates
Georgia
$706K -$206K -969 -23%
RG
1485
Rathbones Group
United Kingdom
$704K -$215K -1,012 -23%
HH
1486
Hilltop Holdings
Texas
$701K -$150K -706 -18%
OCM
1487
One Capital Management
California
$701K -$129K -610 -16%
BAAM
1488
Baker Avenue Asset Management
California
$701K -$6.58K -31 -0.9%
GSWM
1489
Golden State Wealth Management
California
$700K -$337K -1,587 -32%
CC
1490
Caxton Corporation
New Jersey
$699K -$11K -52 -2%
SHWM
1491
Silicon Hills Wealth Management
Texas
$699K – – –
CIAS
1492
Capital Investment Advisory Services
North Carolina
$699K +$165K +778 +31%
DA
1493
DSC Advisors
Illinois
$698K +$54.8K +258 +9%
HPWM
1494
Highland Private Wealth Management
Washington
$697K +$8.5K +40 +1%
CAG
1495
Csenge Advisory Group
Florida
$695K +$101K +475 +17%
ACM
1496
Advisors Capital Management
New Jersey
$694K -$154K -724 -18%
SWRP
1497
Summit Wealth & Retirement Planning
California
$693K -$28.7K -135 -4%
AF
1498
Advisornet Financial
Minnesota
$693K +$11.3K +53 +2%
FNBT
1499
FineMark National Bank & Trust
Florida
$692K -$7.64K -36 -1%
PTP
1500
Platform Technology Partners
New York
$691K -$67.5K -318 -9%
58 59
60
61 62