CRM icon

Salesforce
CRM

Overview Fund Activity

2,124 hedge funds and large institutions have $127B invested in Salesforce in 2022 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 942 increasing their positions, 834 reducing their positions, and 244 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,124
Holders Change
-142
Holders Change %
-6.27%
% of All Funds
35.91%
Holding in Top 10
88
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.2%
% of All Funds
1.49%
New
136
Increased
942
Reduced
834
Closed
244
Calls
$3.81B
Puts
$3.56B
Net Calls
+$244M
Net Calls Change
+$724M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$2.23B
2
Harris Associates
Harris Associates
Illinois
+$498M
3
PIF
Public Investment Fund
Saudi Arabia
+$437M
4
Morgan Stanley
Morgan Stanley
New York
+$393M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$361M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.94B
2
AWA
Aaron Wealth Advisors
Illinois
-$448M
3
MCMC
Matrix Capital Management Company
New Hampshire
-$381M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$339M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
BS
226
Banco Santander
Spain
$43.3M +$4.3M +26,082 +11%
Los Angeles Capital Management
227
Los Angeles Capital Management
California
$43.2M +$19.2M +116,596 +80%
BCWM
228
Bartlett & Co Wealth Management
Ohio
$43.1M -$2.38M -14,425 -5%
BC
229
Bartlett & Co
Ohio
$43.1M -$2.38M -14,425 -5%
PWLP
230
Prio Wealth Limited Partnership
Massachusetts
$42.5M -$151K -914 -0.4%
Man Group
231
Man Group
United Kingdom
$41.9M -$68.8M -324,172 Closed
SSA
232
Schonfeld Strategic Advisors
New York
$41.8M +$11.7M +71,102 +39%
OAM
233
Oppenheimer Asset Management
New York
$41.8M -$1.43M -8,653 -3%
AB
234
Amalgamated Bank
New York
$41.4M -$594K -3,597 -1%
EAM
235
EULAV Asset Management
Florida
$40.7M -$7.69M -46,600 -16%
Bank of Nova Scotia
236
Bank of Nova Scotia
Ontario, Canada
$40.3M -$100M -606,533 -71%
Alyeska Investment Group
237
Alyeska Investment Group
Illinois
$40.2M +$40.2M +243,857 New
SPPAM
238
Summit Partners Public Asset Management
Massachusetts
$39.3M +$4.17M +25,250 +12%
Walleye Trading
239
Walleye Trading
New York
$39.2M -$404K -2,450 -1%
LWCA
240
Locust Wood Capital Advisers
New York
$38.9M +$1.9M +11,502 +5%
MFWM
241
Motley Fool Wealth Management
Virginia
$38.6M -$10M -60,592 -21%
ZCA
242
Zeke Capital Advisors
Pennsylvania
$37.9M +$4.69M +28,404 +14%
Impax Asset Management Group
243
Impax Asset Management Group
United Kingdom
$37.9M +$5.89M +35,677 +18%
ASC
244
Atalanta Sosnoff Capital
New York
$37.7M -$19.4M -117,829 -34%
Janney Montgomery Scott
245
Janney Montgomery Scott
Pennsylvania
$37.7M -$2.22M -13,092 -6%
SC
246
Scotia Capital
Ontario, Canada
$37.3M -$1.25M -7,596 -3%
UIM
247
USS Investment Management
United Kingdom
$37.1M -$2.01M -12,199 -5%
TAM
248
Tocqueville Asset Management
New York
$36.7M +$338K +2,046 +0.9%
Creative Planning
249
Creative Planning
Kansas
$36.2M +$3.39M +20,541 +10%
FCM
250
Fernbridge Capital Management
California
$35.9M -$5.3M -32,095 -13%
8 9
10
11 12