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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 %
ACS
1351
Archford Capital Strategies
Illinois
$733K +$200K +1,210 +37%
SC
1352
Saturna Capital
Washington
$731K -$35K -212 -5%
NDSI
1353
Newman Dignan & Sheerar Inc
Rhode Island
$720K -$71.8K -435 -9%
GKWIM
1354
Gerber Kawasaki Wealth & Investment Management
California
$720K +$64.1K +389 +10%
CIA
1355
Capital Impact Advisors
Massachusetts
$720K +$264K +1,602 +58%
TWM
1356
Thrive Wealth Management
Pennsylvania
$718K -$3.14K -19 -0.4%
CG
1357
Corundum Group
Colorado
$712K +$712K +4,312 New
SP
1358
Symmetry Partners
Connecticut
$708K – – –
FPAS
1359
Focus Partners Advisor Solutions
Missouri
$708K +$39.1K +237 +6%
OAM
1360
Occidental Asset Management
California
$704K +$14.9K +90 +2%
JE
1361
JMAC Enterprises
Pennsylvania
$702K +$16.8K +102 +2%
ESB
1362
Essex Savings Bank
Connecticut
$700K -$114K -693 -14%
PL
1363
Plancorp LLC
Missouri
$698K -$69.6K -422 -9%
B
1364
Barings
North Carolina
$697K -$16K -97 -2%
CFD
1365
Creative Financial Designs
Indiana
$695K +$114K +692 +20%
MA
1366
MUFG Americas
New York
$694K +$32.2K +195 +5%
FCM
1367
Fortis Capital Management
Washington
$693K -$2.92M -17,706 -81%
GA
1368
GraniteShares Advisors
New York
$693K -$54.9K -333 -7%
TPA
1369
Trivium Point Advisory
Connecticut
$689K -$470K -2,661 -41%
GDP
1370
Great Diamond Partners
Maine
$688K +$31.3K +190 +5%
EB
1371
Eastern Bank
Massachusetts
$687K -$8.92K -54 -1%
SRC
1372
Sage Rhino Capital
California
$684K +$1.16K +7 +0.2%
BCPWM
1373
Bradley & Co Private Wealth Management
Florida
$683K -$15K -91 -2%
IDBONY
1374
Israel Discount Bank of New York
New York
$680K -$82.8K -502 -11%
OWA
1375
Octavia Wealth Advisors
Ohio
$670K +$99.6K +602 +17%
53 54
55
56 57