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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 %
Rafferty Asset Management
326
Rafferty Asset Management
New York
$22.6M -$10.7M -64,749 -32%
PPC
327
Park Presidio Capital
California
$22.5M -$7.34M -44,500 -25%
RFC
328
Regions Financial Corp
Alabama
$22.4M -$1.32M -7,994 -6%
MOACM
329
Mutual of America Capital Management
New York
$22.4M +$660K +3,996 +3%
M&T Bank
330
M&T Bank
New York
$22.3M +$4.61M +29,576 +26%
CC
331
Crosslink Capital
California
$22.3M +$8.19M +49,595 +58%
Squarepoint
332
Squarepoint
New York
$22.2M -$42.7M -258,792 -66%
UCFA
333
United Capital Financial Advisors
Texas
$22M +$50.5K +306 +0.2%
BCM
334
Becker Capital Management
Oregon
$21.8M +$940K +5,694 +5%
TPSF
335
Texas Permanent School Fund
Texas
$21.7M +$572K +3,468 +3%
OAG
336
Orbis Allan Gray
Bermuda
$21.7M +$930K +5,633 +4%
PI
337
PineBridge Investments
New York
$21.6M -$7.5M -45,470 -26%
PAM
338
Panagora Asset Management
Massachusetts
$21.1M -$39.1M -236,624 -65%
IG
339
Ithaka Group
Virginia
$20.8M -$1.31M -7,967 -6%
WIM
340
Weitz Investment Management
Nebraska
$20.6M +$825K +5,000 +4%
SW
341
SteelPeak Wealth
California
$20.5M +$16.3M +98,895 +393%
BCAM
342
Boston Common Asset Management
Massachusetts
$20.4M +$3.15M +19,085 +18%
MCM
343
Maryland Capital Management
Maryland
$20.3M -$1.16M -7,035 -5%
Daiwa Securities Group
344
Daiwa Securities Group
Japan
$19.8M +$1.04M +6,298 +6%
NW
345
NewEdge Wealth
Pennsylvania
$19.7M +$17.9M +108,478 +1,012%
BTCPP
346
Border to Coast Pensions Partnership
United Kingdom
$19.4M +$2.55M +15,403 +15%
IP
347
Interval Partners
New York
$19.1M +$16.4M +99,377 +602%
CAM
348
ClariVest Asset Management
California
$19.1M -$842K -5,103 -4%
KFC
349
Klingenstein Fields & Co
New York
$19.1M +$339K +2,053 +2%
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$19M -$841K -5,098 -4%
12 13
14
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