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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 %
CAG
251
Crestwood Advisors Group
Massachusetts
$35.7M +$2.57M +15,558 +8%
WP
252
Woodline Partners
California
$35.5M +$35.5M +215,239 New
GG
253
Gofen & Glossberg
Illinois
$35.1M +$575K +3,483 +2%
TCM
254
Tran Capital Management
California
$34.6M -$835K -5,057 -2%
ERSOT
255
Employees Retirement System of Texas
Texas
$34.3M +$1.82M +11,000 +6%
WCM
256
Windward Capital Management
California
$34.2M +$194K +1,178 +0.6%
MC
257
Maverick Capital
Texas
$34M +$34M +206,099 New
TC
258
TownSquare Capital
Utah
$33.8M +$686K +4,156 +2%
PTC
259
Petrus Trust Company
Texas
$33.7M +$4.15M +25,117 +14%
Nisa Investment Advisors
260
Nisa Investment Advisors
Missouri
$33.6M +$356K +2,159 +1%
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$33.4M -$1.59M -9,616 -5%
OWP
262
Obermeyer Wealth Partners
Colorado
$33.3M +$182K +1,102 +0.5%
AAM
263
AMI Asset Management
California
$33.2M -$346K -2,095 -1%
AL
264
Appaloosa LP
New Jersey
$33M +$33M +200,000 New
WA
265
WestEnd Advisors
North Carolina
$32.9M +$32.9M +199,360 New
GT
266
Glenmede Trust
Pennsylvania
$32.4M -$1.36M -8,263 -4%
CTC (Chicago Trading Company)
267
CTC (Chicago Trading Company)
Illinois
$32.4M +$15.3M +93,006 +90%
VCM
268
Valiant Capital Management
California
$32.2M -$3.79M -22,964 -11%
MJRIC
269
Mogy Joel R Investment Counsel
California
$32.1M +$87.8K +532 +0.3%
SL
270
Summitry LLC
California
$32.1M -$669K -4,053 -2%
CRC
271
Curi RMB Capital
Illinois
$31.9M -$4.78M -28,938 -13%
SMDAM
272
Sumitomo Mitsui DS Asset Management
Japan
$31.4M +$3.26M +19,728 +12%
APG Asset Management
273
APG Asset Management
Netherlands
$31.4M +$13.9M +87,802 +79%
FRAF
274
Första AP-fonden
Sweden
$31.3M -$4.03M -24,400 -11%
Brown Advisory
275
Brown Advisory
Maryland
$31.3M -$742K -4,495 -2%
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