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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 %
SHGA
551
Sand Hill Global Advisors
California
$6.93M +$297K +1,799 +4%
BTWM
552
Baker Tilly Wealth Management
Wisconsin
$6.93M +$511K +3,098 +8%
WIM
553
Waverton Investment Management
United Kingdom
$6.82M -$6.44M -39,006 -49%
Cetera Investment Advisers
554
Cetera Investment Advisers
Illinois
$6.81M +$305K +1,846 +5%
RC
555
RegentAtlantic Capital
New Jersey
$6.81M +$1.68M +10,163 +33%
WSFS
556
Wilmington Savings Fund Society
Delaware
$6.75M +$3.33M +20,156 +97%
IIM
557
INTECH Investment Management
Florida
$6.7M +$6.7M +40,599 New
PFS
558
Prospera Financial Services
Texas
$6.69M +$962K +5,829 +17%
CTC
559
Central Trust Company
Missouri
$6.69M -$82.2K -498 -1%
M
560
MOTCO
Texas
$6.68M +$364K +2,205 +6%
GIM
561
Grassi Investment Management
California
$6.62M +$272K +1,650 +4%
SHCM
562
Sachem Head Capital Management
New York
$6.6M -$35.2M -213,100 -84%
OCAM
563
Onex Canada Asset Management
Ontario, Canada
$6.56M -$70.6K -428 -1%
CAM
564
Congress Asset Management
Massachusetts
$6.55M -$1.62M -9,793 -20%
BHB
565
Bank Hapoalim BM
Israel
$6.54M +$73.6K +446 +1%
VAS
566
Vestmark Advisory Solutions
Massachusetts
$6.53M +$1.4M +8,477 +27%
EWM
567
Evercore Wealth Management
New York
$6.52M +$13.2K +80 +0.2%
CB
568
Commerce Bank
Missouri
$6.49M -$1.7M -10,296 -21%
CUAMC
569
China Universal Asset Management Company
China
$6.47M +$198K +1,200 +3%
CWM
570
CMH Wealth Management
New Hampshire
$6.46M +$2.64M +16,003 +69%
MP
571
Marlowe Partners
New York
$6.44M +$566K +3,429 +10%
PA
572
Parallel Advisors
California
$6.44M -$80.4K -487 -1%
UC
573
Unio Capital
New Jersey
$6.44M +$1.52M +9,213 +31%
WS
574
Wedbush Securities
California
$6.42M +$41.4K +251 +0.6%
SPC
575
Sigma Planning Corp
Michigan
$6.41M -$687K -4,160 -10%
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