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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 %
PPW
1226
Parcion Private Wealth
Washington
$1M -$145K -795 -13%
RAM
1227
Redmond Asset Management
Virginia
$1M +$80.4K +487 +9%
GL
1228
Graypoint LLC
New York
$995K +$126K +763 +14%
CCS
1229
Concentric Capital Strategies
Connecticut
$990K +$990K +6,000 New
AAS
1230
Ameritas Advisory Services
Nebraska
$987K -$5.78K -35 -0.6%
CHAM
1231
Clear Harbor Asset Management
Connecticut
$983K -$45.2K -274 -4%
PCM
1232
Prana Capital Management
Connecticut
$983K +$983K +5,955 New
BCM
1233
Barden Capital Management
Texas
$981K +$90.3K +545 +10%
NL
1234
NVWM LLC
Pennsylvania
$980K -$51K -308 -5%
RMAM
1235
Raab & Moskowitz Asset Management
New Jersey
$978K -$19.3K -117 -2%
QCG
1236
Quadrant Capital Group
Ohio
$978K +$187K +1,139 +24%
IIM
1237
Intact Investment Management
Quebec, Canada
$974K -$99.1K -600 -9%
DCM
1238
Donaldson Capital Management
Indiana
$971K -$189K -1,145 -16%
DP
1239
Dearborn Partners
Illinois
$969K +$8.25K +50 +0.9%
SMH
1240
Sanders Morris Harris
Texas
$968K – – –
AWA
1241
Alta Wealth Advisors
Massachusetts
$963K -$13.4K -81 -1%
SAM
1242
Sabadell Asset Management
Spain
$961K -$8.48M -52,651 -90%
ECG
1243
EPIQ Capital Group
California
$956K – – –
CPIA
1244
Cornell Pochily Investment Advisors
New York
$950K +$5.78K +35 +0.6%
COCM
1245
Charter Oak Capital Management
New Hampshire
$948K – – –
HWAM
1246
Hennion & Walsh Asset Management
New Jersey
$946K -$26.1K -158 -3%
GG
1247
Golden Green
South Carolina
$946K +$699K +4,239 +284%
NSB
1248
Norway Savings Bank
Maine
$941K +$19.8K +120 +2%
RCAG
1249
Rehmann Capital Advisory Group
Michigan
$938K +$32.3K +196 +4%
CQS
1250
Credential Qtrade Securities
$931K +$563K +3,412 +153%
48 49
50
51 52