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 %
CAAS
1601
Capital Asset Advisory Services
Michigan
$375K -$82.9K -503 -18%
KFGK
1602
Keystone Financial Group (Kentucky)
Kentucky
$375K -$48.7K -295 -11%
CIM
1603
CIM Investment Management
Pennsylvania
$375K -$2.31K -14 -0.6%
HCM
1604
Hengehold Capital Management
Ohio
$375K +$8.25K +50 +2%
VNA
1605
Valley National Advisers
Pennsylvania
$373K +$87.3K +494 +31%
BTW
1606
Boston Trust Walden
Massachusetts
$372K +$88.2K +534 +31%
AWM
1607
Accel Wealth Management
Iowa
$371K -$11.9K -71 -3%
DIM
1608
Delta Investment Management
California
$370K -$537K -3,253 -59%
DU
1609
Delphia (USA)
Ontario, Canada
$369K -$5.12K -31 -1%
SWA
1610
SOA Wealth Advisors
New York
$368K -$27.1K -164 -7%
GWM
1611
Greenwich Wealth Management
Connecticut
$368K – – –
MIC
1612
Meridian Investment Counsel
California
$367K -$24.8K -150 -6%
TYCC
1613
Texas Yale Capital Corp
Florida
$367K – – –
BWP
1614
Baldwin Wealth Partners
Massachusetts
$367K – – –
MA
1615
Montag & Associates
Georgia
$364K -$185K -1,120 -34%
CRI
1616
Colonial River Investments
Virginia
$363K -$154K -937 -30%
EP
1617
Eudaimonia Partners
Tennessee
$363K -$27.5K -167 -7%
EL
1618
Essex LLC
Illinois
$361K -$24.9K -151 -6%
GRP
1619
Global Retirement Partners
California
$361K +$17.2K +104 +5%
BAM
1620
Blueshift Asset Management
New Jersey
$360K -$977K -5,927 -73%
AP
1621
Appleton Partners
Massachusetts
$358K -$14.2K -86 -4%
TC
1622
Truvestments Capital
Florida
$357K -$9.08K -55 -2%
NAS
1623
Nicolet Advisory Services
Wisconsin
$357K +$84.7K +479 +31%
LSA
1624
Lion Street Advisors
Texas
$355K -$13.7K -46 -4%
RFN
1625
Redwood Financial Network
Ohio
$355K -$4.95K -30 -1%
63 64
65
66 67