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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 %
SA
1776
Syntax Advisors
New York
$349K +$55.6K +262 +19%
OPOWM
1777
One Plus One Wealth Management
Florida
$346K – – –
CPA
1778
Capital Performance Advisors
California
$345K – – –
LAM
1779
L2 Asset Management
Massachusetts
$344K +$55.4K +261 +19%
VNA
1780
Valley National Advisers
Pennsylvania
$343K +$1.27K +6 +0.4%
SBL
1781
Sargent Bickham Lagudis
Colorado
$342K +$2.55K +12 +0.8%
HIF
1782
Hill Island Financial
Michigan
$341K +$42.5K +200 +14%
LA
1783
Latitude Advisors
Florida
$341K +$71.8K +338 +27%
CA
1784
Crewe Advisors
Utah
$340K +$31.9K +150 +10%
TVAMP
1785
Tennessee Valley Asset Management Partners
Tennessee
$339K -$3.18K -15 -0.9%
KPCM
1786
Kings Point Capital Management
New York
$338K -$31.4K -148 -9%
WP
1787
WMS Partners
Maryland
$338K +$14.9K +70 +5%
RT
1788
Rockland Trust
Massachusetts
$334K -$14.9K -70 -4%
TWA
1789
TCI Wealth Advisors
Arizona
$334K +$29.8K +140 +10%
PAG
1790
Powers Advisory Group
Illinois
$334K +$133K +627 +66%
CBT
1791
CoreFirst Bank & Trust
Kansas
$333K – – –
PFA
1792
Pathway Financial Advisors
Vermont
$333K +$8.06K +38 +2%
CCA
1793
Cobblestone Capital Advisors
New York
$331K – – –
CCM
1794
Chiron Capital Management
Florida
$331K +$331K +1,557 New
WWP
1795
Waypoint Wealth Partners
California
$330K -$34.6K -163 -9%
TCBWMS
1796
Texas Capital Bank Wealth Management Services
Texas
$330K +$74K +348 +29%
CPWM
1797
Cypress Point Wealth Management
Texas
$328K – – –
IIC
1798
Integrated Investment Consultants
Michigan
$327K -$11.7K -55 -3%
SOS
1799
Silver Oak Securities
Tennessee
$327K +$327K +1,658 New
GRP
1800
Global Retirement Partners
California
$327K +$327K +2,081 New
70 71
72
73 74