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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 %
BFPW
1576
BOK Financial Private Wealth
Colorado
$406K -$574K -3,475 -59%
RWP
1577
Revolve Wealth Partners
New Jersey
$403K +$23.4K +142 +6%
SAM
1578
Secure Asset Management
Michigan
$402K +$66.8K +405 +20%
SWA
1579
Sutton Wealth Advisors
Florida
$400K +$11.2K +68 +3%
GAMC
1580
Garner Asset Management Corp
Texas
$397K +$60.3K +365 +18%
HCM
1581
Harvey Capital Management
Florida
$396K – – –
EWA
1582
EverSource Wealth Advisors
Alabama
$396K +$19.3K +117 +5%
JWM
1583
Jeppson Wealth Management
California
$396K +$46.1K +279 +13%
T
1584
TCWP
Ohio
$393K -$103K -626 -21%
MW
1585
Marcum Wealth
Ohio
$393K +$26.7K +162 +7%
LWAM
1586
Legacy Wealth Asset Management
Minnesota
$393K +$113K +685 +40%
AIM
1587
Anchor Investment Management
South Carolina
$391K +$31.7K +192 +9%
CWP
1588
Concord Wealth Partners
Virginia
$391K +$79.9K +484 +26%
AWM
1589
Atticus Wealth Management
Florida
$389K -$27.1K -164 -7%
BFC
1590
Blue Fin Capital
Rhode Island
$389K +$33.8K +205 +10%
SIM
1591
SSI Investment Management
California
$388K – – –
WAG
1592
Winthrop Advisory Group
Massachusetts
$387K +$89.1K +540 +30%
HSA
1593
HBK Sorce Advisory
Pennsylvania
$385K -$357K -2,163 -48%
KCIA
1594
Kingsbury Capital Investment Advisors
Illinois
$385K +$2.47K +15 +0.6%
Bank of Montreal
1595
Bank of Montreal
Ontario, Canada
$381K -$36.8K -194,096 -9%
FFC
1596
First Financial Corp
Indiana
$380K – – –
CSI
1597
Cross Staff Investments
New York
$380K – – –
PA
1598
Parkside Advisors
California
$380K +$825 +5 +0.2%
RPWA
1599
Regent Peak Wealth Advisors
Georgia
$380K +$33K +200 +10%
SGA
1600
Seaport Global Advisors
Massachusetts
$378K +$239K +1,450 +172%
62 63
64
65 66