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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 %
WAP
1176
Wealthcare Advisory Partners
Pennsylvania
$1.08M +$127K +771 +13%
TF
1177
TLWM Financial
Texas
$1.08M -$8.73K -53 -0.8%
BAAM
1178
Baker Avenue Asset Management
California
$1.08M +$536K +3,251 +98%
YIH
1179
Y-Intercept (HK)
Hong Kong
$1.08M +$1.08M +6,539 New
BCM
1180
Bienville Capital Management
New York
$1.08M – – –
WP
1181
WealthSource Partners
California
$1.07M -$989K -5,992 -48%
SC
1182
Sonen Capital
California
$1.07M +$358K +2,167 +50%
NW
1183
Naviter Wealth
Arkansas
$1.07M +$1.07M +6,485 New
MCM
1184
Mainstay Capital Management
Michigan
$1.07M +$98.9K +599 +10%
KWMG
1185
King Wealth Management Group
Florida
$1.07M -$1.72M -10,434 -62%
GPA
1186
Guerra Pan Advisors
New Jersey
$1.07M – – –
PWPS
1187
Pinnacle Wealth Planning Services
Ohio
$1.07M +$291K +1,760 +38%
CT
1188
Columbia Trust
Oregon
$1.06M +$9.91K +60 +0.9%
WA
1189
WP Advisors
California
$1.06M +$486K +2,948 +85%
MRCM
1190
M&R Capital Management
New Jersey
$1.06M -$25.7K -156 -2%
SCP
1191
Stamos Capital Partners
California
$1.06M +$398K +2,410 +60%
BA
1192
Birinyi Associates
Connecticut
$1.06M -$206K -1,250 -16%
BWP
1193
BSW Wealth Partners
Colorado
$1.06M +$95.2K +577 +10%
NP
1194
NorthRock Partners
Minnesota
$1.06M +$419K +2,541 +66%
HVM
1195
Harvest Volatility Management
Connecticut
$1.06M +$85K +515 +9%
JEST
1196
JTC Employer Solutions Trustee
Jersey
$1.06M – – –
CW
1197
CreativeOne Wealth
Kansas
$1.05M -$341K -2,064 -24%
LJAC
1198
L.J. Altfest & Co
New York
$1.05M +$235K +1,427 +29%
PI
1199
Parkside Investments
Illinois
$1.05M – – –
HJMC
1200
Hellman Jordan Management Company
Massachusetts
$1.05M +$262K +1,586 +33%
46 47
48
49 50