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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 %
IF
1301
Intrua Financial
Texas
$827K -$117K -711 -12%
ZCM
1302
Zenyatta Capital Management
Delaware
$825K -$825K -5,000 -50%
LAM
1303
Lynch Asset Management
Pennsylvania
$825K +$330K +2,000 +67%
ACM
1304
Alight Capital Management
New York
$825K +$825K +5,000 New
RWA
1305
Rainsberger Wealth Advisors
Colorado
$824K -$20.1K -122 -2%
FUBT
1306
First United Bank & Trust
Maryland
$822K -$38.6K -234 -4%
IIM
1307
Ipswich Investment Management
Massachusetts
$820K +$257K +1,559 +46%
SCP
1308
Shorepoint Capital Partners
Massachusetts
$819K -$39.3K -238 -5%
FMLI
1309
Fukoku Mutual Life Insurance
Japan
$817K -$78.9K -478 -9%
LWA
1310
Lineweaver Wealth Advisors
Ohio
$814K -$17.6K -107 -2%
ACM
1311
AlphaStar Capital Management
North Carolina
$812K +$71.5K +433 +10%
BLC
1312
Brown, Lisle/Cummings
Rhode Island
$807K +$22K +133 +3%
CCM
1313
Compton Capital Management
Rhode Island
$806K -$450K -2,725 -36%
GC
1314
GFG Capital
Florida
$806K -$150K -906 -16%
LB
1315
Legacy Bridge
Iowa
$800K -$4.95K -30 -0.6%
MIM
1316
Moseley Investment Management
Florida
$798K -$90.2K -547 -10%
BCM
1317
Brown Capital Management
Maryland
$797K – – –
BSW
1318
Buckingham Strategic Wealth
Missouri
$795K +$72K +436 +10%
WWM
1319
Western Wealth Management
Colorado
$793K -$736K -4,492 -48%
GFP
1320
Gryphon Financial Partners
Ohio
$791K +$34.8K +211 +5%
ACM
1321
Ayrshire Capital Management
Connecticut
$790K -$87.1K -528 -10%
ES
1322
Eagle Strategies
New York
$783K +$392K +2,372 +100%
CFGS
1323
Concourse Financial Group Securities
Alabama
$782K +$66K +400 +9%
CL
1324
CPWM LLC
Washington
$782K +$87.1K +528 +13%
PIA
1325
Perennial Investment Advisors
California
$781K -$72.5K -438 -8%
51 52
53
54 55