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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 %
KIP
1126
Kayak Investment Partners
California
$1.22M -$2.47M -14,959 -67%
DGAM
1127
Desjardins Global Asset Management
Quebec, Canada
$1.22M -$447K -2,708 -27%
SAM
1128
Stansberry Asset Management
Texas
$1.22M -$22.9K -139 -2%
DC
1129
Davenport & Co
Virginia
$1.21M -$2.81K -17 -0.2%
EAM
1130
Eagle Asset Management
Florida
$1.21M -$58.1K -352 -5%
KTC
1131
Kistler-Tiffany Companies
Pennsylvania
$1.2M +$91.1K +552 +8%
SWM
1132
Segment Wealth Management
Texas
$1.2M -$474K -2,873 -28%
BRG
1133
Bay Rivers Group
Virginia
$1.2M -$25.1K -152 -2%
PAM
1134
Paradigm Asset Management
New York
$1.2M -$182K -1,100 -13%
BSB
1135
Bangor Savings Bank
Maine
$1.19M +$18.7K +113 +2%
CC
1136
Clearline Capital
New York
$1.19M +$1.19M +7,200 New
BWAM
1137
Boyd Watterson Asset Management
Ohio
$1.18M +$818K +4,953 +223%
BFS
1138
Bard Financial Services
Connecticut
$1.18M +$206K +1,250 +21%
BBHC
1139
Brown Brothers Harriman & Co
New York
$1.18M -$64.7K -392 -5%
WA
1140
Wambolt & Associates
Colorado
$1.17M -$45 -35 -0%
PIM
1141
Penobscot Investment Management
Massachusetts
$1.17M – – –
IWM
1142
IHT Wealth Management
Illinois
$1.17M -$308K -1,866 -21%
AW
1143
Alaethes Wealth
Nevada
$1.17M +$93.4K +566 +9%
QI
1144
Qtron Investments
Massachusetts
$1.16M +$433K +2,623 +60%
NF
1145
Nikulski Financial
Iowa
$1.16M -$60.2K -365 -5%
JDR
1146
Jay D. Rosenbaum
$1.16M +$64.9K +393 +6%
KLCM
1147
KG&L Capital Management
Louisiana
$1.15M -$936K -5,668 -45%
NL
1148
Navalign LLC
California
$1.15M -$126K -761 -10%
CFFP
1149
Center for Financial Planning
Michigan
$1.15M – – –
SJIM
1150
St. Johns Investment Management
Florida
$1.14M -$70.8K -429 -6%
44 45
46
47 48