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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 %
HW
926
Hancock Whitney
Mississippi
$2.04M -$216K -1,309 -10%
EBT
927
Enterprise Bank & Trust
Massachusetts
$2.03M -$178K -1,080 -8%
BB
928
Berkshire Bank
Massachusetts
$2.02M +$57.7K +350 +3%
S
929
Seeyond
France
$2.02M -$238K -1,444 -11%
VWA
930
V Wealth Advisors
Kansas
$2.01M -$7.26K -44 -0.4%
GCM
931
Glynn Capital Management
California
$2.01M – – –
RAM
932
Roanoke Asset Management
New Jersey
$2M +$66K +400 +3%
PWP
933
Pursue Wealth Partners
California
$1.99M -$265K -1,603 -12%
KFS
934
Kaizen Financial Strategies
California
$1.99M +$20.1K +122 +1%
PBT
935
Pictet Bank & Trust
Bahamas
$1.98M +$61.6K +373 +3%
PH
936
Pinnacle Holdings
Oklahoma
$1.98M +$24.6K +149 +1%
CA
937
Callahan Advisors
Texas
$1.98M -$506K -3,063 -20%
P
938
Pitcairn
Pennsylvania
$1.97M -$47K -285 -2%
Walleye Capital
939
Walleye Capital
New York
$1.97M +$1.97M +11,926 New
IC
940
Inverness Counsel
New York
$1.97M -$19.8M -120,175 -91%
AIA
941
Avalon Investment & Advisory
Texas
$1.96M -$104K -632 -5%
MFG
942
Merit Financial Group
Georgia
$1.96M +$1.18M +7,153 +152%
RC
943
Resonate Capital
California
$1.96M +$261K +1,579 +15%
LS
944
Livforsakringsbolaget Skandia
Sweden
$1.96M -$475K -2,880 -20%
VIA
945
Vickerman Investment Advisors
Washington
$1.95M +$783K +4,743 +67%
GQG Partners
946
GQG Partners
Florida
$1.95M +$1.95M +11,815 New
TPW
947
Transatlantique Private Wealth
New York
$1.94M +$1.94M +11,757 New
MME
948
Meag Munich Ergo
Germany
$1.93M +$925K +5,602 +92%
JSC
949
Jackson Square Capital
California
$1.93M -$358K -2,169 -16%
GTCM
950
Gyon Technologies Capital Management
New Jersey
$1.92M +$1.74M +10,569 +995%
36 37
38
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