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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 %
SFA
451
Sequoia Financial Advisors
Ohio
$10.9M +$401K +2,431 +4%
CA
452
Cortland Associates
Missouri
$10.9M -$1.58M -9,567 -13%
RMA
453
Roffman Miller Associates
Pennsylvania
$10.8M +$374K +2,266 +4%
HNB
454
Huntington National Bank
Ohio
$10.8M -$1.27M -7,668 -10%
AMI
455
Amica Mutual Insurance
Rhode Island
$10.6M +$5.38M +32,580 +102%
LWM
456
Lyell Wealth Management
California
$10.2M +$149K +901 +1%
SIA
457
Sit Investment Associates
Minnesota
$10.2M -$255K -1,543 -2%
OCM
458
Oribel Capital Management
New York
$10.2M +$10.2M +61,800 New
Jones Financial Companies
459
Jones Financial Companies
Missouri
$10.2M -$76.9K -466 -0.8%
SAM
460
Sycomore Asset Management
France
$10.1M -$11.9M -69,440 -54%
CTI
461
Community Trust & Investment
Kentucky
$10M -$42.7K -259 -0.4%
EAM
462
Erste Asset Management
Austria
$10M +$624K +3,659 +7%
BF
463
BOK Financial
Oklahoma
$9.99M +$122K +739 +1%
AF
464
Ally Financial
Michigan
$9.9M – – –
NAM
465
Nexpoint Asset Management
Texas
$9.9M +$9.9M +60,000 New
BFS
466
Bradley Foster & Sargent
Connecticut
$9.89M -$1.47M -8,923 -13%
CCM
467
Channing Capital Management
Illinois
$9.88M +$2.08M +12,609 +27%
BVDMP
468
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$9.87M -$1.97M -12,500 -17%
GL
469
Governors Lane
New York
$9.79M -$2.53M -15,300 -21%
Capstone Investment Advisors
470
Capstone Investment Advisors
New York
$9.78M -$5.49M -33,283 -36%
MLICM
471
Metropolitan Life Insurance Company (MetLife)
New York
$9.67M -$158K -958 -2%
SW
472
SVB Wealth
Massachusetts
$9.64M -$5.63M -34,101 -37%
MMC
473
Mizuho Markets Cayman
Cayman Islands
$9.62M +$1.17M +7,116 +14%
RSS
474
Rosenblum Silverman Sutton
California
$9.49M +$125K +758 +1%
GWM
475
GDS Wealth Management
Texas
$9.45M +$6.86M +41,575 +265%
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