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 %
VWA
1501
Visionary Wealth Advisors
Illinois
$486K -$39.1K -237 -7%
SC
1502
Solstein Capital
California
$482K -$1.16K -7 -0.2%
GI
1503
Gradient Investments
Minnesota
$481K +$15K +91 +3%
AFP
1504
Ausdal Financial Partners
Iowa
$479K -$120K -724 -20%
AC
1505
Addison Capital
Pennsylvania
$479K – – –
AFM
1506
Andesa Financial Management
Pennsylvania
$479K +$115K +698 +32%
PP
1507
PDS Planning
Ohio
$477K +$160K +967 +50%
WTA
1508
Washington Trust Advisors
Massachusetts
$476K -$99K -600 -17%
DS
1509
DRW Securities
Illinois
$476K +$476K +2,885 New
BBP
1510
Banco BTG Pactual
Brazil
$474K -$228K -1,381 -32%
PGWM
1511
Pitti Group Wealth Management
New York
$474K +$1.82K +11 +0.4%
AP
1512
Adero Partners
California
$472K +$62K +379 +15%
FPS
1513
Fieldpoint Private Securities
Connecticut
$467K +$118K +717 +34%
ARC
1514
Advisor Resource Council
Texas
$466K -$492K -2,980 -51%
DA
1515
DSC Advisors
Illinois
$466K -$76.4K -463 -14%
SCI
1516
S&CO Inc
Massachusetts
$466K +$1.32K +8 +0.3%
RGC
1517
Roberts, Glore & Co
Illinois
$466K +$44.2K +268 +10%
CAM
1518
Carret Asset Management
New York
$466K +$87.3K +529 +23%
LB
1519
Leo Brokerage
Texas
$464K -$87.1K -528 -16%
RMDI
1520
R.M. Davis Inc
Maine
$464K -$330 -2 -0.1%
CFM
1521
Capricorn Fund Managers
United Kingdom
$462K +$462K +2,800 New
VAM
1522
Vienna Asset Management
California
$461K -$2.67M -16,188 -85%
LWP
1523
Lumature Wealth Partners
Georgia
$461K -$169K -1,022 -27%
BC
1524
Bowman & Company
Wisconsin
$461K +$21.4K +130 +5%
BFM
1525
Boston Financial Management
Massachusetts
$460K +$139K +843 +43%
59 60
61
62 63