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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 %
PMG
1151
ProVise Management Group
Florida
$1.14M -$323K -1,954 -22%
VFA
1152
Voya Financial Advisors
Connecticut
$1.14M -$13K -76 -1%
BM
1153
Brandywine Managers
Delaware
$1.14M – – –
SBIA
1154
Sheaff Brock Investment Advisors
Indiana
$1.14M -$14.8K -90 -1%
AF
1155
Aldebaran Financial
$1.13M -$274K -1,650 -19%
AFM
1156
Abbot Financial Management
Massachusetts
$1.13M +$20.6K +125 +2%
IC
1157
Intersect Capital
California
$1.13M -$83K -503 -7%
LC
1158
Lindbrook Capital
California
$1.13M +$170K +1,029 +18%
Balyasny Asset Management
1159
Balyasny Asset Management
Illinois
$1.12M +$596K +3,611 +113%
KMWM
1160
Keudell/Morrison Wealth Management
Oregon
$1.12M -$29.2K -177 -3%
Marshall Wace
1161
Marshall Wace
United Kingdom
$1.12M -$93M -563,633 -99%
IIM
1162
Ironwood Investment Management
Massachusetts
$1.12M – – –
SIM
1163
Sentry Investment Management
Wisconsin
$1.11M -$152K -922 -12%
GW
1164
GW & Wade
Massachusetts
$1.11M -$151K -916 -12%
CCM
1165
Cribstone Capital Management
Maine
$1.11M +$28.7K +174 +3%
HI
1166
Harbour Investments
Wisconsin
$1.11M +$1.11M +6,738 New
WMP
1167
Wealth Management Partners
Arizona
$1.11M – – –
DTL
1168
Dynamic Technology Lab
Singapore
$1.1M +$403K +2,440 +57%
FIM
1169
Freedom Investment Management
Connecticut
$1.1M +$67K +406 +6%
CCMG
1170
Clark Capital Management Group
Pennsylvania
$1.1M -$73.4K -445 -6%
VWM
1171
Vigilare Wealth Management
Arizona
$1.1M -$74.5K -451 -6%
EWM
1172
EPG Wealth Management
Georgia
$1.1M -$91.8K -556 -8%
AB
1173
Atlas Brown
Kentucky
$1.1M +$3.96K +24 +0.4%
TPWA
1174
TRUE Private Wealth Advisors
Oregon
$1.1M -$57.1K -346 -5%
HT
1175
Heritage Trust
Oklahoma
$1.09M +$145K +880 +15%
45 46
47
48 49