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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 %
CDH
726
Charles D. Hyman
$3.81M +$914K +5,540 +32%
EWM
727
Elite Wealth Management
Washington
$3.79M -$42.4K -257 -1%
VI
728
Vestcor Inc
New Brunswick, Canada
$3.78M +$1.23M +7,438 +48%
PT
729
Plimoth Trust
Massachusetts
$3.78M +$347K +2,102 +10%
HIA
730
Harbor Investment Advisory
Maryland
$3.77M -$309K -1,874 -8%
VVP
731
Venture Visionary Partners
Ohio
$3.77M +$32K +194 +0.9%
GH
732
GAM Holding
Switzerland
$3.76M -$5.09M -28,963 -58%
GC
733
Garde Capital
Washington
$3.74M -$583K -3,530 -13%
SWM
734
Spire Wealth Management
Virginia
$3.74M -$1.68M -10,196 -31%
SF
735
Summit Financial
New Jersey
$3.73M +$1.35M +8,180 +57%
MM
736
Meridian Management
Arkansas
$3.73M +$69.5K +421 +2%
RCM
737
RB Capital Management
Nevada
$3.72M +$60.7K +368 +2%
BFIM
738
Beese Fulmer Investment Management
Ohio
$3.7M +$546K +3,308 +17%
TCM
739
Twin Capital Management
Pennsylvania
$3.67M -$43.2K -262 -1%
HAG
740
HighPoint Advisor Group
Illinois
$3.67M +$3.67M +21,223 New
AW
741
ACG Wealth
Georgia
$3.64M +$293K +1,776 +9%
MUAMU
742
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.63M -$495K -3,000 -12%
QFA
743
Quattro Financial Advisors
Texas
$3.63M +$2.82M +17,100 +349%
MCM
744
MAI Capital Management
Ohio
$3.59M -$9.43M -57,128 -72%
VCM
745
Vision Capital Management
Oregon
$3.58M +$1.06M +6,404 +42%
KC
746
Kadensa Capital
Hong Kong
$3.54M +$3.54M +21,425 New
RC
747
Roundview Capital
New Jersey
$3.53M -$440K -2,664 -11%
NA
748
NewEdge Advisors
Louisiana
$3.52M +$57.3K +347 +2%
BCM
749
Brookstone Capital Management
Illinois
$3.49M -$227K -1,291 -6%
AAF
750
Andra AP-fonden
Sweden
$3.47M +$3.47M +20,998 New
28 29
30
31 32