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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
$7.71B
2
Harris Associates
Harris Associates
Illinois
$829M
3
PIF
Public Investment Fund
Saudi Arabia
$437M
4
Morgan Stanley
Morgan Stanley
New York
$3.15B
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$718M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$8.08B
2
AWA
Aaron Wealth Advisors
Illinois
$2.3M
3
MCMC
Matrix Capital Management Company
New Hampshire
$52.2M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
$17.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$833M +$8.16M +49,461 +1%
Harris Associates
27
Harris Associates
Illinois
$829M +$498M +3,018,487 +151%
Charles Schwab
28
Charles Schwab
California
$815M +$19.3M +117,079 +2%
PAMS
29
Pictet Asset Management (Switzerland)
Switzerland
$793M +$36.2M +219,611 +5%
Fidelity International
30
Fidelity International
Bermuda
$779M -$22.2M -134,698 -3%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$718M +$361M +2,184,891 +101%
Swiss National Bank
32
Swiss National Bank
Switzerland
$705M +$5.36M +32,500 +0.8%
Invesco
33
Invesco
Georgia
$667M -$233M -1,409,039 -26%
Wells Fargo
34
Wells Fargo
California
$666M -$96.7M -585,679 -13%
DZ Bank
35
DZ Bank
Germany
$641M +$342M +2,074,938 +115%
Amundi
36
Amundi
France
$623M -$170M -1,053,862 -21%
IFP
37
Independent Franchise Partners
United Kingdom
$600M +$302M +1,830,319 +101%
Deutsche Bank
38
Deutsche Bank
Germany
$590M -$71.3M -431,785 -11%
SGA
39
Sustainable Growth Advisers
Connecticut
$568M -$2.27M -13,753 -0.4%
Flossbach Von Storch
40
Flossbach Von Storch
Germany
$564M +$51.1M +309,326 +10%
Baillie Gifford & Co
41
Baillie Gifford & Co
United Kingdom
$554M -$23.6M -142,855 -4%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$550M -$20.5M -124,071 -4%
VVP
43
Vulcan Value Partners
Alabama
$547M -$83M -503,058 -13%
GIM
44
Generation Investment Management
United Kingdom
$543M +$245M +1,487,215 +82%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$515M +$19.4M +117,482 +4%
ACM
46
AKRE Capital Management
Virginia
$507M +$38.4M +232,790 +8%
Lazard Asset Management
47
Lazard Asset Management
New York
$455M +$108M +654,168 +31%
PIF
48
Public Investment Fund
Saudi Arabia
$437M +$437M +2,650,225 New
Principal Financial Group
49
Principal Financial Group
Iowa
$410M -$235M -1,421,074 -36%
Allianz Asset Management
50
Allianz Asset Management
Germany
$400M -$10.6M -64,075 -3%
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