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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 %
CFO
1676
CVA Family Office
Colorado
$454K +$89.6K +422 +25%
MP
1677
McDonald Partners
Ohio
$451K -$760K -3,577 -63%
OC
1678
Oakworth Capital
Alabama
$451K +$22.3K +105 +5%
FPS
1679
Fieldpoint Private Securities
Connecticut
$449K +$48.4K +228 +12%
JWM
1680
Jeppson Wealth Management
California
$449K +$134K +634 +43%
WOC
1681
West Oak Capital
California
$447K -$26.5K -125 -6%
RPWA
1682
Regent Peak Wealth Advisors
Georgia
$447K +$3.82K +18 +0.9%
BEI
1683
Benjamin Edwards Inc
Missouri
$446K +$117K +551 +36%
FCM
1684
Fourpath Capital Management
Oklahoma
$444K -$8.71K -41 -2%
EWA
1685
Evolution Wealth Advisors
Florida
$443K -$47.8K -223 -10%
MSR
1686
Main Street Research
Connecticut
$443K +$87.1K +410 +24%
WAM
1687
WNY Asset Management
New York
$440K -$55.9K -264 -11%
KCPG
1688
Kavar Capital Partners Group
Kansas
$438K +$36.1K +170 +9%
First Manhattan
1689
First Manhattan
New York
$437K -$564K -2,658 -56%
JHP
1690
James Hambro & Partners
United Kingdom
$436K – – –
GAMC
1691
Garner Asset Management Corp
Texas
$433K +$14.9K +70 +4%
HTHT
1692
Hemenway Trust Hemenway Trust
New Hampshire
$431K -$13.8K -65 -3%
SAM
1693
Secure Asset Management
Michigan
$431K +$159K +747 +58%
WCM
1694
WealthBridge Capital Management
Ohio
$430K +$1.27K +6 +0.3%
AWM
1695
Angeles Wealth Management
California
$430K +$430K +2,027 New
SOW
1696
State of Wyoming
Wyoming
$427K -$5.52K -26 -1%
CA
1697
Calton & Associates
Florida
$426K +$5.09K +24 +1%
PL
1698
Parthenon LLC
Kentucky
$425K +$74.4K +350 +21%
GSEP
1699
Golden State Equity Partners
California
$425K +$142K +668 +50%
PWMG
1700
Prestige Wealth Management Group
New Jersey
$425K +$228K +1,072 +115%
66 67
68
69 70