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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 %
PTC
1051
Private Trust Company
Ohio
$1.49M -$574K -3,480 -28%
TIA
1052
Tiemann Investment Advisors
California
$1.49M +$19.8K +120 +1%
PIM
1053
Perpetual Investment Management
Australia
$1.49M -$566K -3,432 -28%
VFM
1054
Viking Fund Management
North Dakota
$1.49M – – –
MMG
1055
Monetary Management Group
Missouri
$1.48M -$190K -1,150 -11%
FDS
1056
Freedom Day Solutions
Texas
$1.48M -$75.2K -456 -5%
AAP
1057
Ardsley Advisory Partners
Connecticut
$1.47M +$314K +1,900 +27%
USCWA
1058
U.S. Capital Wealth Advisors
Texas
$1.46M -$360K -2,179 -20%
GFG
1059
Greystone Financial Group
Michigan
$1.46M +$93.9K +569 +7%
Financial Engines Advisors
1060
Financial Engines Advisors
California
$1.45M +$44.2K +268 +3%
MTIC
1061
Missouri Trust & Investment Company
Missouri
$1.45M +$128K +775 +10%
FHB
1062
First Hawaiian Bank
Hawaii
$1.45M -$1.08M -6,540 -43%
WI
1063
Wintrust Investments
Illinois
$1.45M -$352K -1,935 -20%
TW
1064
TrinityPoint Wealth
Connecticut
$1.43M -$52K -315 -4%
OHWP
1065
Oak Harbor Wealth Partners
North Carolina
$1.42M +$48.2K +292 +4%
AWAG
1066
ARS Wealth Advisors Group
Florida
$1.42M -$53.3K -323 -4%
MA
1067
Mutual Advisors
Nebraska
$1.41M -$34K -206 -2%
SYBT
1068
Stock Yards Bank & Trust
Kentucky
$1.4M +$788K +4,774 +128%
RWM
1069
Ritholtz Wealth Management
New York
$1.4M +$228K +1,381 +20%
GCWM
1070
Graham Capital Wealth Management
District of Columbia
$1.39M +$18.2K +110 +1%
KF
1071
Krilogy Financial
Missouri
$1.39M -$32K -194 -2%
NAMP
1072
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.38M -$142K -862 -9%
PA
1073
Procyon Advisors
Connecticut
$1.38M +$168K +1,015 +14%
EWM
1074
Elmwood Wealth Management
California
$1.38M – – –
CAM
1075
Cypress Asset Management
Texas
$1.37M -$192K -1,164 -12%
41 42
43
44 45