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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 %
EH
1076
Equitable Holdings
New York
$1.37M +$118K +714 +9%
CCG
1077
Coastwise Capital Group
California
$1.36M -$3.3K -20 -0.2%
BCA
1078
Bay Colony Advisors
Massachusetts
$1.36M -$39.6K -215 -3%
CRIG
1079
Charter Research & Investment Group
Connecticut
$1.36M +$154K +935 +13%
ADL
1080
Asset Dedication LLC
California
$1.35M +$209K +1,301 +18%
VHAM
1081
Van Hulzen Asset Management
California
$1.35M -$2.38M -14,398 -64%
MFG
1082
MidWestOne Financial Group
Iowa
$1.34M +$215K +1,304 +19%
WI
1083
WrapManager Inc
California
$1.34M -$93.1K -564 -7%
B
1084
Bailard
California
$1.33M +$46.4K +281 +4%
CTFG
1085
Capstone Triton Financial Group
Oklahoma
$1.33M -$9.64K -52 -0.7%
SM
1086
Sciencast Management
New Jersey
$1.33M -$134K -736 -9%
OGF
1087
Orin Green Financial
California
$1.33M – – –
ETC
1088
Exchange Traded Concepts
Oklahoma
$1.32M -$126K -761 -9%
SACTSONJ
1089
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.32M – – –
RSWM
1090
Robertson Stephens Wealth Management
California
$1.31M +$99.6K +604 +8%
FMB
1091
Field & Main Bank
Kentucky
$1.31M +$79.7K +483 +6%
CI
1092
Cavalier Investments
Georgia
$1.31M -$52.6K -319 -4%
WBC
1093
West Branch Capital
Massachusetts
$1.3M -$7.1K -43 -0.5%
CI
1094
CAZ Investments
Texas
$1.3M +$49.5K +300 +4%
MOS
1095
MGO One Seven
Ohio
$1.3M -$59.6K -361 -4%
IB
1096
Intrust Bank
Kansas
$1.29M -$109K -662 -8%
BMCM
1097
Bryn Mawr Capital Management
Pennsylvania
$1.29M -$40.3K -244 -3%
AFAS
1098
Acorn Financial Advisory Services
Virginia
$1.29M -$28.6K -173 -2%
RIA
1099
Regal Investment Advisors
Michigan
$1.28M -$1.65K -10 -0.1%
IA
1100
IFP Advisors
Florida
$1.28M – – –
42 43
44
45 46