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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 %
BAM
801
Belpointe Asset Management
Nevada
$2.9M -$356K -2,158 -11%
BC
802
Burleson & Co
California
$2.89M -$281K -1,702 -9%
KLWA
803
Kelly Lawrence W & Associates
California
$2.89M +$514K +3,115 +22%
SF
804
Symphony Financial
Texas
$2.89M +$969K +5,682 +51%
Bessemer Group
805
Bessemer Group
New Jersey
$2.88M -$823K -4,993 -22%
CA
806
Clearstead Advisors
Ohio
$2.87M +$652K +3,949 +29%
LNC
807
Lincoln National Corp
Pennsylvania
$2.87M -$336K -2,035 -10%
RWA
808
Roberts Wealth Advisors
California
$2.86M +$127K +725 +5%
KFP
809
KMG Fiduciary Partners
Ohio
$2.85M -$286K -1,734 -9%
CI
810
CX Institutional
Indiana
$2.85M +$1.37M +8,306 +93%
PWAG
811
Polaris Wealth Advisory Group
California
$2.85M +$2.62M +15,888 +1,150%
WPP
812
Whalerock Point Partners
Rhode Island
$2.84M -$409K -2,478 -13%
CIM
813
Chapman Investment Management
California
$2.83M -$789K -4,783 -22%
DIA
814
Dana Investment Advisors
Wisconsin
$2.83M +$1.43M +8,676 +103%
PG
815
Pendal Group
Australia
$2.82M +$285K +1,725 +11%
MC
816
Mathes Company
New York
$2.8M +$24.8K +150 +0.9%
CWM
817
Cabot Wealth Management
Massachusetts
$2.8M +$44.9K +272 +2%
HWM
818
Hohimer Wealth Management
Washington
$2.79M -$288K -1,745 -9%
TCOT
819
Trust Company of Toledo
Ohio
$2.76M -$14.9K -90 -0.5%
ERWM
820
Elk River Wealth Management
Colorado
$2.76M +$111K +674 +4%
S
821
Surevest
California
$2.76M -$221K -1,340 -7%
TCA
822
Transcend Capital Advisors
New Jersey
$2.75M +$378K +2,293 +16%
SLI
823
Sumitomo Life Insurance
Japan
$2.74M +$54K +327 +2%
MGP
824
Metis Global Partners
California
$2.74M +$151K +914 +6%
TPCW
825
TD Private Client Wealth
New York
$2.73M -$17K -103 -0.6%
31 32
33
34 35