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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 %
PWSG
1201
Pacific Wealth Strategies Group
California
$1.05M -$436K -2,642 -29%
VFPI
1202
Vantage Financial Partners (Illinois)
Illinois
$1.05M +$45.4K +275 +5%
RPC
1203
Rossmore Private Capital
Connecticut
$1.04M -$9.74K -59 -0.9%
BAM
1204
Bosun Asset Management
Illinois
$1.04M -$165 -1 -0%
AFG
1205
Albion Financial Group
Utah
$1.04M -$28.1K -170 -3%
Q
1206
QVR
California
$1.04M +$1.04M +6,292 New
EAM
1207
EFG Asset Management
Oregon
$1.04M -$385K -2,333 -27%
SS
1208
Simplicity Solutions
Minnesota
$1.03M -$90.9K -551 -8%
PCM
1209
Pennsylvania Capital Management
Pennsylvania
$1.03M -$36.5K -221 -3%
CAC
1210
Cowen and Company
New York
$1.03M +$1.03M +6,250 New
GGS
1211
Galvin Gaustad & Stein
Arizona
$1.02M +$274K +1,662 +37%
PA
1212
PSI Advisors
Florida
$1.02M +$49.2K +298 +5%
GP
1213
Greenline Partners
New York
$1.02M +$282K +1,711 +38%
BA
1214
Bristlecone Advisors
Washington
$1.02M +$440K +2,668 +76%
RHBC
1215
R.H. Bluestein & Co
Michigan
$1.02M +$330 +2 +0%
ATWA
1216
Arbor Trust Wealth Advisors
Michigan
$1.02M +$57.6K +349 +6%
FAIM
1217
Financial Advocates Investment Management
Washington
$1.02M +$105K +638 +12%
WIC
1218
Woodmont Investment Counsel
Tennessee
$1.01M +$819K +4,963 +430%
RBFC
1219
Roman Butler Fullerton & Co
Missouri
$1.01M +$759K +4,534 +306%
AC
1220
Avestar Capital
New York
$1.01M -$953K -5,772 -49%
DFC
1221
DB Fitzpatrick & Co
Idaho
$1.01M +$149K +902 +17%
CIA
1222
Capital Investment Advisors
Georgia
$1M +$76.9K +466 +8%
CAMG
1223
CWA Asset Management Group
Florida
$1M +$191K +1,159 +24%
WANY
1224
Wealthspire Advisors (New York)
New York
$1M -$2.81K -17 -0.3%
IAN
1225
Integrated Advisors Network
Texas
$1M +$174K +1,055 +21%
47 48
49
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