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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 %
PCM
1751
Poehling Capital Management
Wisconsin
$368K +$145K +684 +65%
APW
1752
Austin Private Wealth
Texas
$367K +$9.35K +44 +3%
MWM
1753
Mattern Wealth Management
Kansas
$366K +$10.6K +50 +3%
BTW
1754
Boston Trust Walden
Massachusetts
$365K – – –
ICP
1755
Interchange Capital Partners
Pennsylvania
$365K +$365K +1,723 New
BW
1756
Bison Wealth
Georgia
$364K -$39.3K -185 -10%
ICM
1757
Ionic Capital Management
New York
$364K +$364K +1,715 New
JFA
1758
JNBA Financial Advisors
Minnesota
$363K +$7.42K +35 +2%
MAM
1759
Morse Asset Management
Connecticut
$362K -$461K -2,170 -56%
CPWA
1760
Cerro Pacific Wealth Advisors
California
$362K +$42.7K +201 +13%
LWAM
1761
Legacy Wealth Asset Management
Minnesota
$361K +$361K +1,698 New
SFG
1762
Sovereign Financial Group
Connecticut
$360K +$20.4K +96 +6%
GCP
1763
GSA Capital Partners
United Kingdom
$359K +$359K +1,693 New
VC
1764
Veery Capital
Delaware
$357K +$50.4K +237 +16%
AWM
1765
Aevitas Wealth Management
Massachusetts
$356K -$153K -722 -30%
TNA
1766
True North Advisors
Texas
$356K -$148K -701 -29%
GWM
1767
Geneos Wealth Management
Colorado
$354K -$38.4K -181 -10%
TFCP
1768
Twin Focus Capital Partners
Massachusetts
$354K -$1.06K -5 -0.3%
ACA
1769
Atlas Capital Advisors
Wyoming
$354K -$334K -1,573 -49%
NJBEST
1770
New Jersey Better Educational Savings Trust
New Jersey
$352K – – –
OWA
1771
Opal Wealth Advisors
New York
$351K -$47.7K -225 -12%
JGIA
1772
Jackson Grant Investment Advisers
Connecticut
$351K – – –
MFG
1773
Magnus Financial Group
New York
$351K +$5.73K +27 +2%
WCM
1774
Wedge Capital Management
North Carolina
$350K +$5.74K +27 +2%
VCG
1775
Vantage Consulting Group
Virginia
$349K +$55.6K +262 +19%
69 70
71
72 73