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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 %
BL
2301
BFSG LLC
California
– -$4.05M -15,940 Closed
PRWA
2302
Platte River Wealth Advisors
Colorado
– -$3.41M -14,525 Closed
Walleye Capital
2303
Walleye Capital
New York
– -$3.59M -14,130 Closed
MF
2304
Magnetar Financial
Illinois
– -$3.52M -13,863 Closed
SFS
2305
Sowell Financial Services
Arkansas
– -$3.48M -13,710 Closed
PDN
2306
Pensionfund DSM Netherlands
Netherlands
– -$3.46M -13,600 Closed
SG
2307
Swarthmore Group
Pennsylvania
– -$3.13M -12,326 Closed
WM
2308
Westpark Management
Texas
– -$3.05M -12,000 Closed
CAC
2309
Cowen and Company
New York
– -$2.9M -11,424 Closed
BCM
2310
Bluefin Capital Management
New York
– -$2.66M -10,446 Closed
MCM
2311
Moore Capital Management
New York
– -$2.54M -10,000 Closed
AC
2312
AMS Capital
Brazil
– -$2.54M -10,000 Closed
PM
2313
Precept Management
Texas
– -$2.54M -10,000 Closed
SSG
2314
Summit Securities Group
New York
– -$2.52M -9,910 Closed
IFG
2315
Investors Financial Group
Minnesota
– -$2.1M -8,275 Closed
NFG
2316
Northeast Financial Group
Pennsylvania
– -$2.08M -8,193 Closed
HCP
2317
Hiddenite Capital Partners
New York
– -$2.07M -8,150 Closed
AWP
2318
Ascent Wealth Partners
New York
– -$1.99M -7,836 Closed
MPM
2319
MBB Public Markets
Illinois
– -$1.87M -7,373 Closed
EPC
2320
Emerson Point Capital
New York
– -$1.81M -7,127 Closed
AGM
2321
Alpine Global Management
New York
– -$1.72M -6,772 Closed
EN1L
2322
Engine No 1 LLC
California
– -$1.71M -6,711 Closed
SVCF
2323
Silicon Valley Community Foundation
California
– -$1.68M -6,604 Closed
HCM
2324
Helios Capital Management
Singapore
– -$1.51M -5,950 Closed
WAM
2325
Wakefield Asset Management
Colorado
– -$1.49M -5,855 Closed
91 92
93
94 95