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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 %
PCM
601
Parsons Capital Management
Rhode Island
$5.79M -$365K -2,214 -6%
PA
602
Profund Advisors
Maryland
$5.78M -$1.59M -9,608 -22%
MHC
603
Meyer Handelman Company
New York
$5.73M +$792K +4,800 +16%
SPIO
604
Seven Post Investment Office
California
$5.72M – – –
OPS
605
Orion Portfolio Solutions
Nebraska
$5.68M -$294K -1,779 -5%
LCH
606
Lee Capital Holdings
New York
$5.67M +$5.67M +34,330 New
AAS
607
Avantax Advisory Services
Texas
$5.66M +$183K +1,111 +3%
KPWS
608
Kestra Private Wealth Services
Texas
$5.63M +$65.7K +398 +1%
FG
609
Fiduciary Group
Georgia
$5.62M -$545K -2,918 -9%
KRSITF
610
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.6M +$804K +4,870 +17%
CG
611
Cutler Group
California
$5.6M +$2.52M +15,260 +82%
ECM
612
Everence Capital Management
Indiana
$5.59M – – –
YWP
613
YorkBridge Wealth Partners
New York
$5.53M -$64.9K -393 -1%
AAM
614
Autus Asset Management
Arizona
$5.38M +$213K +1,288 +4%
Verition Fund Management
615
Verition Fund Management
Connecticut
$5.35M +$3.96M +23,981 +285%
OHIS
616
Oak Harvest Investment Services
Texas
$5.34M +$56K +339 +1%
BPIM
617
Brant Point Investment Management
New York
$5.31M +$5.31M +32,200 New
CCM
618
Crossvault Capital Management
Texas
$5.3M -$688K -4,166 -11%
AP
619
Advisor Partners
California
$5.27M +$1.09M +6,632 +26%
LOAME
620
Lombard Odier Asset Management (Europe)
United Kingdom
$5.27M +$1.7M +10,293 +48%
SIM
621
Spark Investment Management
New York
$5.25M -$4.13M -25,000 -44%
OPCM
622
Osborne Partners Capital Management
California
$5.25M +$5.25M +31,786 New
RIA
623
RPG Investment Advisory
California
$5.17M +$491K +2,977 +11%
RJT
624
Raymond James Trust
Florida
$5.17M -$159K -961 -3%
DADC
625
D.A. Davidson & Co
Montana
$5.13M +$415K +2,515 +9%
23 24
25
26 27