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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 %
MC
576
Moors & Cabot
Massachusetts
$6.39M -$43.6K -264 -0.7%
CC
577
Codex Capital
New York
$6.37M – – –
ER
578
EVR Research
Virginia
$6.34M +$6.34M +38,400 New
JIC
579
Johnson Investment Counsel
Ohio
$6.28M -$358K -2,168 -5%
AI
580
AXS Investments
New York
$6.23M -$846K -5,125 -12%
HCMT
581
Highland Capital Management (Tennessee)
Tennessee
$6.23M -$13K -79 -0.2%
MIC
582
Means Investment Company
Maine
$6.17M +$109K +663 +2%
PCA
583
Private Capital Advisors
Connecticut
$6.11M +$122K +740 +2%
KIA
584
KCM Investment Advisors
California
$6.11M -$307K -1,859 -5%
NIMI
585
Natixis Investment Managers International
France
$6.09M +$2.44M +14,797 +67%
NCM
586
Novare Capital Management
North Carolina
$6.08M +$46K +279 +0.8%
QPBE
587
Quintet Private Bank (Europe)
Luxembourg
$6.08M +$6.08M +28,716 New
FNT
588
First National Trust
Pennsylvania
$6.08M -$93.1K -564 -2%
CP
589
Corbenic Partners
Pennsylvania
$6.01M -$547K -3,315 -8%
EWA
590
Exencial Wealth Advisors
Oklahoma
$6.01M -$331K -2,003 -5%
BC
591
Brookfield Corp
Ontario, Canada
$5.99M +$1.96M +11,876 +49%
TCOV
592
Trust Company of Vermont
Vermont
$5.98M -$84.3K -511 -1%
USAA
593
United Services Automobile Association
Texas
$5.95M +$5.95M +36,063 New
GGHC
594
Gilder Gagnon Howe & Co
New York
$5.91M -$14M -84,598 -70%
WAOTB
595
Wealth Advisors of Tampa Bay
Florida
$5.88M +$962K +5,830 +20%
AWS
596
Atria Wealth Solutions
New York
$5.84M -$610K -3,697 -9%
NLGIA
597
Nippon Life Global Investors Americas
New York
$5.82M +$528K +3,200 +10%
WTC
598
WhitTier Trust Company
Nevada
$5.82M +$202K +1,224 +4%
VFA
599
Valeo Financial Advisors
Indiana
$5.81M +$476K +6,670 +9%
DJSG
600
D.J. St. Germain
Massachusetts
$5.81M +$23.3K +141 +0.4%
22 23
24
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