CRM icon

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 %
EWM
1276
Empirical Wealth Management
Washington
$868K +$8.09K +49 +0.9%
CPC
1277
Congress Park Capital
New York
$866K +$78.4K +475 +10%
NCA
1278
New Century Advisors
Maryland
$865K – – –
1SB
1279
1ST Source Bank
Indiana
$863K -$23.4K -142 -3%
GKFF
1280
George Kaiser Family Foundation
Oklahoma
$862K +$862K +5,225 New
HL
1281
HeadInvest LLC
Maine
$861K +$43.1K +261 +5%
NCGI
1282
Next Century Growth Investors
Minnesota
$859K +$2.81K +17 +0.3%
AG
1283
Ascent Group
Virginia
$858K +$125K +677 +17%
TA
1284
Tiedemann Advisors
New York
$856K -$27.6K -167 -3%
1W
1285
1776 Wealth
Georgia
$852K +$182K +1,100 +27%
JF
1286
Jump Financial
Illinois
$850K +$445K +2,698 +110%
CBT
1287
Central Bank & Trust
Kentucky
$848K -$108K -654 -11%
SIG
1288
Sky Investment Group
Connecticut
$847K -$3.3K -20 -0.4%
AA
1289
Argent Advisors
Louisiana
$847K +$64.7K +392 +8%
LS
1290
Leelyn Smith
Illinois
$844K +$37.1K +225 +5%
LFM
1291
Lumina Fund Management
New York
$842K – – –
BDFN
1292
Bond & Devick Financial Network
Minnesota
$841K +$17.5K +106 +2%
MHS
1293
M Holdings Securities
Oregon
$840K +$6.11K +37 +0.7%
SSWG
1294
Seven Springs Wealth Group
Tennessee
$840K +$840K +5,091 New
HCM
1295
Highlander Capital Management
New Jersey
$839K +$33K +200 +4%
YL
1296
YCG LLC
Texas
$838K – – –
SSG
1297
Summit Securities Group
New York
$835K +$835K +5,060 New
GITFIT
1298
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$833K – – –
CFCI
1299
Comprehensive Financial Consultants Institutional
Indiana
$832K +$20.5K +123 +3%
CBTWT
1300
Community Bank & Trust (Waco, Texas)
Texas
$828K -$79.5K -482 -9%
50 51
52
53 54