CRM icon

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 %
LTI
1001
Laffer Tengler Investments
Tennessee
$1.7M +$235K +1,426 +16%
IWS
1002
Insight Wealth Strategies
California
$1.7M +$14.9K +90 +0.9%
WI
1003
Wahed Invest
New York
$1.69M -$138K -837 -8%
RMC
1004
Resources Management Corp
Connecticut
$1.68M +$71.8K +435 +4%
WF
1005
Welch & Forbes
Massachusetts
$1.67M -$165K -1,000 -9%
CPC
1006
Consolidated Planning Corp
Georgia
$1.67M +$1.67M +10,117 New
NG
1007
Northstar Group
New York
$1.67M -$116K -702 -6%
CWMU
1008
Caliber Wealth Management (Utah)
Utah
$1.66M -$103K -626 -6%
FMAEN1
1009
Fund Management at Engine No 1
California
$1.66M +$280K +1,694 +20%
LSAG
1010
Lake Street Advisors Group
New Hampshire
$1.65M -$113K -685 -6%
NB
1011
Nicolet Bankshares
Wisconsin
$1.65M +$132K +800 +9%
AFG
1012
Alterity Financial Group
Maine
$1.65M +$1.65M +9,975 New
Koshinski Asset Management
1013
Koshinski Asset Management
Illinois
$1.64M +$23.8K +144 +1%
IP
1014
Intellectus Partners
California
$1.62M +$15.7K +95 +1%
GWMIA
1015
Global Wealth Management Investment Advisory
Florida
$1.62M +$263K +1,593 +19%
MA
1016
Modus Advisors
Minnesota
$1.62M +$144K +872 +10%
UBG
1017
United Bank (Georgia)
Georgia
$1.62M +$321K +1,948 +25%
LMKC
1018
L.M. Kohn & Company
Ohio
$1.61M -$19.8K -120 -1%
DT
1019
Diversified Trust
Tennessee
$1.61M +$114K +691 +8%
MJB
1020
Mark J. Bradley
$1.61M -$99.8K -605 -6%
HWM
1021
HB Wealth Management
Georgia
$1.61M +$470K +2,847 +41%
SC
1022
Sawyer & Company
Massachusetts
$1.6M -$8.25K -50 -0.5%
CCMT
1023
CMT Capital Markets Trading
Germany
$1.59M +$1.59M +9,649 New
NFG
1024
Nations Financial Group
Iowa
$1.58M +$44.4K +269 +3%
PWP
1025
Perfromance Wealth Partners
Illinois
$1.58M -$190K -1,150 -11%
39 40
41
42 43