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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 %
OIM
1501
Oder Investment Management
California
$687K +$131K +618 +24%
TWI
1502
Thomas White International
Illinois
$685K – – –
LCM
1503
LCM Capital Management
Illinois
$685K +$8.92K +42 +1%
WFI
1504
West Family Investments
California
$685K +$34.4K +162 +5%
CCFP
1505
Charles Carroll Financial Partners
Massachusetts
$685K +$685K +3,225 New
GT
1506
Glenview Trust
Kentucky
$683K +$51.6K +243 +8%
ACS
1507
Archford Capital Strategies
Illinois
$679K +$470K +2,238 +225%
Balyasny Asset Management
1508
Balyasny Asset Management
Illinois
$679K +$679K +3,200 New
BIA
1509
Benchmark Investment Advisors
Illinois
$678K +$19.1K +90 +3%
JC
1510
JB Capital
Connecticut
$678K +$309K +1,455 +84%
AI
1511
Atom Investors
Texas
$676K -$388K -1,825 -36%
ACM
1512
Allred Capital Management
Texas
$676K -$183K -864 -21%
VWA
1513
Visionary Wealth Advisors
Illinois
$676K +$115K +543 +21%
FB
1514
First Bancorp
Maine
$674K +$35.3K +166 +6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1515
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$670K -$30.6M -143,934 -98%
WPW
1516
Warther Private Wealth
Ohio
$669K +$47.5K +224 +8%
DWM
1517
Drive Wealth Management
Utah
$668K +$185K +869 +38%
CRI
1518
Colonial River Investments
Virginia
$666K -$119K -560 -15%
BBI
1519
Baxter Bros Inc
Connecticut
$665K -$7.01K -33 -1%
RFO
1520
RiverGlades Family Offices
Florida
$664K – – –
RB
1521
Renasant Bank
Mississippi
$659K +$52.4K +247 +9%
HNWAG
1522
High Net Worth Advisory Group
Florida
$657K +$18.1K +85 +3%
FC
1523
FORA Capital
Florida
$655K -$1.05M -4,892 -62%
CFA
1524
Cahill Financial Advisors
Minnesota
$649K +$14.9K +70 +2%
CF
1525
Copperwynd Financial
Arizona
$647K +$50.9K +240 +9%
59 60
61
62 63