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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 %
RIM
701
Redpoint Investment Management
Australia
$4.04M – – –
CCP
702
Corient Capital Partners
California
$4.03M -$130K -787 -3%
AF
703
Arrow Financial
New York
$4.03M -$36.6K -222 -0.9%
ACM
704
Alpha Capital Management
Texas
$4.02M +$476K +2,883 +13%
CCM
705
Cohen Capital Management
California
$4.02M +$1.01M +6,150 +34%
WC
706
Whitney & Co
New York
$4.01M +$53.5K +324 +1%
SFI
707
Siemens Fonds Invest
Germany
$4.01M -$19.3K -117 -0.5%
BHIA
708
Birch Hill Investment Advisors
Massachusetts
$3.99M +$859K +5,206 +27%
BFM
709
Boothbay Fund Management
New York
$3.99M +$3.25M +19,683 +441%
FFWA
710
FRG Family Wealth Advisors
Washington
$3.97M +$141K +855 +4%
MFAM
711
Motley Fool Asset Management
Virginia
$3.97M -$268K -1,555 -6%
CIP
712
Chartwell Investment Partners
Pennsylvania
$3.97M -$76.8K -465 -2%
HCA
713
Harbour Capital Advisors
Virginia
$3.96M -$38.3K -232 -1%
HAS
714
HBW Advisory Services
California
$3.95M +$2.15M +13,053 +120%
FDCDDQ
715
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.93M -$3.3M -19,989 -46%
AUB
716
Atlantic Union Bankshares
Virginia
$3.93M -$15.8K -96 -0.4%
SIC
717
Salem Investment Counselors
North Carolina
$3.91M -$659K -3,994 -14%
ST
718
Spinnaker Trust
Maine
$3.9M -$45.4K -275 -1%
AWM
719
Axxcess Wealth Management
California
$3.89M -$113K -682 -3%
SB
720
Simmons Bank
Arkansas
$3.89M +$480K +2,910 +14%
MIAN
721
Mariner Independent Advisor Network
Kansas
$3.87M -$491K -2,852 -11%
ISB
722
Iowa State Bank
Iowa
$3.86M +$38.8K +235 +1%
VST
723
Van Strum & Towne
California
$3.86M +$23.3K +141 +0.6%
CG
724
Colony Group
Massachusetts
$3.84M -$726K -4,399 -16%
WSCM
725
Wellington Shields Capital Management
New York
$3.82M -$911K -21,173 -19%
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