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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 %
PP
1826
Pegasus Partners
Wisconsin
$226K -$23.9K -145 -10%
WA
1827
Waddell & Associates
Tennessee
$226K +$2.64K +16 +1%
AC
1828
AlphaCore Capital
California
$226K +$10.7K +65 +5%
EVC
1829
Eidelman Virant Capital
Missouri
$226K +$20.9K +125 +10%
IA
1830
IFG Advisors
Missouri
$225K -$130K -792 -37%
MFG
1831
Magnus Financial Group
New York
$225K -$47.3K -287 -17%
BFA
1832
Beacon Financial Advisory
Ohio
$225K -$5.12K -31 -2%
WA
1833
Waverly Advisors
Alabama
$225K +$33.1K +200 +17%
ACM
1834
Avalon Capital Management
California
$223K – – –
T
1835
TOBAM
France
$223K +$187K +1,134 +518%
CB
1836
CNB Bank
Pennsylvania
$222K – – –
CGA
1837
Crescent Grove Advisors
Illinois
$222K +$48.7K +295 +28%
BEI
1838
Benjamin Edwards Inc
Missouri
$221K -$126K -765 -36%
RIS
1839
Retirement Income Solutions
Michigan
$220K – – –
PAG
1840
Private Advisory Group
Washington
$220K +$30.1K +182 +16%
CCM
1841
Consolidated Capital Management
California
$219K +$659 +4 +0.3%
ATC
1842
Adirondack Trust Company
New York
$218K +$30.9K +187 +17%
NIM
1843
Northeast Investment Management
Massachusetts
$217K -$31K -188 -13%
SMA
1844
Sage Mountain Advisors
Georgia
$217K +$4.94K +30 +2%
MSFS
1845
Main Street Financial Solutions
Pennsylvania
$216K +$216K +1,309 New
CM
1846
CastleKnight Management
New York
$215K – – –
WSC
1847
Wellington Shields & Co
New York
$215K +$9.09K +55 +4%
AT
1848
Arvest Trust
Oklahoma
$214K -$8.57K -52 -4%
LNB
1849
Ledyard National Bank
$214K +$2.47K +15 +1%
ACP
1850
Aveo Capital Partners
Colorado
$214K +$6.92K +42 +3%
72 73
74
75 76