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 %
CP
1401
Camelot Portfolios
Ohio
$625K +$71.2K +431 +13%
SFCL
1402
Strengthening Families & Communities LLC
Massachusetts
$622K +$15.8K +75 +3%
EFG
1403
Everhart Financial Group
Ohio
$620K +$430K +2,602 +226%
MCCP
1404
Mission Creek Capital Partners
California
$619K +$7.42K +45 +1%
MTWM
1405
Masso Torrence Wealth Management
New Jersey
$618K +$41.8K +253 +7%
HPC
1406
HM Payson & Co
Maine
$617K -$100K -606 -14%
FB
1407
First Bancorp
Maine
$614K +$90K +545 +17%
VBCG
1408
Valley Brook Capital Group
Pennsylvania
$613K -$56.7K -344 -8%
MSAM
1409
Moloney Securities Asset Management
Missouri
$610K -$146K -887 -19%
DI
1410
Diligent Investors
California
$610K +$1.65K +10 +0.3%
OCM
1411
One Capital Management
California
$609K +$64K +388 +12%
CWM
1412
Centric Wealth Management
Illinois
$608K -$111K -675 -15%
TIA
1413
Trust Investment Advisors
Indiana
$608K – – –
AC
1414
Avory & Company
Florida
$608K +$608K +3,683 New
BWM
1415
BerganKDV Wealth Management
Minnesota
$607K +$26.7K +162 +5%
NL
1416
NWAM LLC
Washington
$604K -$150K -876 -20%
MFP
1417
Meridian Financial Partners
Virginia
$604K +$64K +355 +12%
ANTB
1418
AMG National Trust Bank
Colorado
$603K -$145K -787 -19%
CIAS
1419
Capital Investment Advisory Services
North Carolina
$598K +$54.9K +333 +10%
ATPW
1420
Ashton Thomas Private Wealth
Arizona
$598K -$532K -3,222 -47%
KIC
1421
Kensington Investment Counsel
California
$597K +$597K +3,618 New
RA
1422
RFG Advisory
Alabama
$594K +$383K +2,015 +182%
CFA
1423
Cahill Financial Advisors
Minnesota
$593K +$88.2K +534 +17%
MSU
1424
Mizuho Securities USA
New York
$592K – – –
SWM
1425
Sculati Wealth Management
Michigan
$590K +$590K +3,575 New
55 56
57
58 59