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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 %
CP
1326
Covenant Partners
Tennessee
$781K +$136K +826 +21%
JAG
1327
Journey Advisory Group
Kentucky
$780K +$378K +2,067 +94%
PCM
1328
Penserra Capital Management
California
$778K -$606K -3,681 -44%
GAG
1329
GM Advisory Group
New York
$777K -$628K -3,803 -45%
AFS
1330
Aft Forsyth & Sober
Florida
$776K – – –
ANB
1331
Amarillo National Bank
Texas
$774K +$17.8K +108 +2%
HNWAG
1332
High Net Worth Advisory Group
Florida
$773K +$262K +1,590 +51%
XS
1333
XR Securities
Illinois
$771K +$594K +3,603 +336%
WWM
1334
Wolff Wiese Magana
California
$768K -$54.8K -332 -7%
VLKIM
1335
Van Lanschot Kempen Investment Management
Netherlands
$767K +$147K +892 +24%
SB
1336
Strategic Blueprint
Georgia
$764K -$94.1K -570 -11%
RWB
1337
RMR Wealth Builders
New Jersey
$761K +$82K +497 +12%
MTC
1338
McDaniel Terry & Co
Texas
$759K +$990 +6 +0.1%
TP
1339
Tranquility Partners
Tennessee
$751K +$8.25K +50 +1%
FCA
1340
FLC Capital Advisors
California
$750K +$16.5K +100 +2%
CCI
1341
Credit Capital Investments
New Jersey
$750K +$99.1K +600 +15%
C
1342
Certuity
Florida
$749K -$4.78K -29 -0.6%
SIG
1343
Sargent Investment Group
Maryland
$745K – – –
GA
1344
GoalVest Advisory
New York
$744K -$516 -3 -0.1%
CC
1345
Cipher Capital
New York
$744K +$744K +4,507 New
VI
1346
Versor Investments
New York
$743K +$743K +4,500 New
DWM
1347
Dakota Wealth Management
Florida
$742K +$1.49K +9 +0.2%
RTC
1348
Riverview Trust Company
Washington
$739K -$15.8K -96 -2%
CT
1349
Chicago Trust
Illinois
$738K +$3.3K +20 +0.4%
DP
1350
Denver PWM
Colorado
$734K – – –
52 53
54
55 56