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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 %
DA
2326
DCM Advisors
New York
– -$1.4M -5,514 Closed
LCH
2327
Lee Capital Holdings
New York
– -$1.29M -5,055 Closed
GCM
2328
Gladius Capital Management
Illinois
– -$1.25M -4,920 Closed
TIAM2
2329
Tru Independence Asset Management 2
Oregon
– -$1.19M -4,695 Closed
AWP
2330
Accretive Wealth Partners
New Jersey
– -$1.19M -4,674 Closed
ORI
2331
Oak Ridge Investments
Illinois
– -$1.08M -4,252 Closed
CAM
2332
Concorde Asset Management
Michigan
– -$957K -3,764 Closed
CCIA
2333
Campbell & Co Investment Adviser
Maryland
– -$928K -3,650 Closed
AII
2334
AGF Investments Inc
Ontario, Canada
– -$912K -3,587 Closed
RWP
2335
Ridgecrest Wealth Partners
California
– -$902K -3,549 Closed
RIM
2336
Redwood Investment Management
Arizona
– -$856K -3,368 Closed
WCAMG
2337
Woodard & Company Asset Management Group
North Carolina
– -$805K -3,167 Closed
KA
2338
Kercheville Advisors
Texas
– -$767K -3,020 Closed
CM
2339
Capula Management
Cayman Islands
– -$668K -2,630 Closed
BIP
2340
Blueprint Investment Partners
North Carolina
– -$639K -2,513 Closed
BC
2341
Bridgefront Capital
Texas
– -$609K -2,395 Closed
SAM
2342
Sequent Asset Management
Texas
– -$589K -2,317 Closed
AP
2343
Americana Partners
Texas
– -$581K -2,288 Closed
CG
2344
Corundum Group
Colorado
– -$580K -2,281 Closed
VF
2345
Vista Finance
Missouri
– -$554K -2,181 Closed
SC
2346
Shay Capital
New York
– -$536K -2,109 Closed
RWA
2347
Redhawk Wealth Advisors
Minnesota
– -$527K -2,073 Closed
SAM
2348
Simplify Asset Management
Nevada
– -$526K -2,069 Closed
MC
2349
Merlin Capital
Rhode Island
– -$511K -2,010 Closed
HI
2350
Hoey Investments
Pennsylvania
– -$504K -1,983 Closed
92 93
94
95 96