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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 %
E
401
Ergoteles
New York
$14.2M +$13.9M +84,140 +3,924%
MC
402
Middleton & Co
Massachusetts
$14.2M -$250K -1,517 -2%
MML Investors Services
403
MML Investors Services
Massachusetts
$14.1M -$453K -2,744 -3%
KWILP
404
Kiwi Wealth Investments Limited Partnership
New Zealand
$14.1M +$5.22M +31,627 +59%
NAM
405
NorthCrest Asset Manangement
Minnesota
$14.1M +$571K +3,457 +4%
IPAM
406
ICICI Prudential Asset Management
India
$14M +$525K +3,075 +4%
NB
407
Norinchukin Bank
Japan
$13.8M -$5.19M -31,475 -27%
SAM
408
Securian Asset Management
Minnesota
$13.7M +$39.1K +237 +0.3%
TAM
409
Trillium Asset Management
Massachusetts
$13.6M -$1.23M -7,441 -8%
CCM
410
Chilton Capital Management
Texas
$13.6M -$2.59M -15,714 -16%
ET
411
Equitable Trust
Tennessee
$13.5M +$2.08M +12,610 +18%
DIA
412
Davidson Investment Advisors
Montana
$13.4M +$2.35M +14,210 +21%
Cerity Partners
413
Cerity Partners
New York
$13.3M -$353K -2,141 -3%
DWM
414
Doyle Wealth Management
Florida
$13.3M -$1M -6,084 -7%
Wealthfront Advisers
415
Wealthfront Advisers
California
$13.3M +$4.48M +27,119 +51%
AI
416
Atria Investments
North Carolina
$13.2M +$63.2K +383 +0.5%
LIP
417
Liontrust Investment Partners
United Kingdom
$13.2M +$1.16M +7,000 +10%
PCMC
418
Paragon Capital Management (Colorado)
Colorado
$13.1M -$65.7K -398 -0.5%
CFM
419
Coronation Fund Managers
South Africa
$13M +$1.7M +10,305 +15%
Lido Advisors
420
Lido Advisors
California
$13M -$1.68M -10,203 -11%
CC
421
Cornerstone Capital
California
$13M -$14.9K -90 -0.1%
OPERF
422
Oregon Public Employees Retirement Fund
Oregon
$12.9M -$266K -1,609 -2%
EMPI
423
Elo Mutual Pension Insurance
Finland
$12.8M +$596K +3,611 +5%
BBA
424
Baader Bank Aktiengesellschaft
Germany
$12.8M +$448K +2,713 +4%
FBB
425
Fulton Breakefield Broenniman
Maryland
$12.7M -$72.9K -442 -0.6%
15 16
17
18 19