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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 %
HS
2251
Horan Securities
United States
$3K – – –
CA
2252
Centerpoint Advisors
Massachusetts
$3K – – –
VRM
2253
Vectors Research Management
New York
$2K -$23.8K -95 -92%
SFG
2254
Steward Financial Group
Texas
$2K – – –
RDIA
2255
RE Dickinson Investment Advisors
Iowa
$2K – – –
NDSI
2256
Newman Dignan & Sheerar Inc
Rhode Island
$1.02K +$70 +332 +7%
UFF
2257
USA Financial Formulas
Michigan
$1K -$769K -3,845 -100%
DSC
2258
Duncker Streett & Co
Missouri
$1K -$31.6K -158 -97%
UIA
2259
Ulland Investment Advisors
Minnesota
$1K -$7.33K -44 -88%
CWM
2260
Cranbrook Wealth Management
Michigan
$1K -$5K -30 -83%
JIR
2261
James Investment Research
Ohio
$1K -$2.4K -12 -71%
ACK
2262
Andrew C. Karlinski
$1K – – –
AFS
2263
Annapolis Financial Services
Maryland
$1K +$286 +2 +40%
MAM
2264
Marquette Asset Management
Minnesota
$1K +$1K +4 New
SC
2265
Stephens Consulting
Michigan
$849 -$9.98K -47 -92%
MGIM
2266
M&G Investment Management
United Kingdom
$508 -$30 -141 -6%
FGAM
2267
Financial Gravity Asset Management
Texas
$227 -$593 -2,881 -72%
GCM
2268
Gladstone Capital Management
United Kingdom
– -$202M -795,612 Closed
ECU
2269
Egerton Capital (UK)
United Kingdom
– -$151M -595,319 Closed
MC
2270
Maplelane Capital
New York
– -$139M -548,000 Closed
BCPEMI
2271
Bain Capital Public Equity Management II
Massachusetts
– -$103M -404,870 Closed
MSE
2272
MUFG Securities EMEA
United Kingdom
– -$101M -398,875 Closed
SC
2273
Samlyn Capital
New York
– -$71.4M -281,055 Closed
CM
2274
Corvex Management
New York
– -$66.8M -262,772 Closed
NCA
2275
Newbrook Capital Advisors
New York
– -$57.4M -225,710 Closed
89 90
91
92 93