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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 %
HRC
1951
Hoertkorn Richard Charles
$83K – – –
M1FG
1952
Mach-1 Financial Group
Arkansas
$81K +$81K +496 New
EBA
1953
Eagle Bay Advisors
New York
$78.1K +$78.1K +473 New
MCM
1954
Manchester Capital Management
Vermont
$78K +$4.97K +30 +7%
MWM
1955
Mascoma Wealth Management
New Hampshire
$77K -$4.95K -30 -6%
CYG
1956
Clean Yield Group
Vermont
$75K +$10K +61 +15%
ACM
1957
Antonetti Capital Management
Florida
$74K -$9.04K -55 -11%
POIA
1958
Pin Oak Investment Advisors
Texas
$73K – – –
HI
1959
Hudock Inc
Pennsylvania
$70K -$10.6K -65 -13%
WWM
1960
Wagner Wealth Management
South Carolina
$70K +$70K +424 New
RCG
1961
Rock Creek Group
District of Columbia
$69K -$24.8K -151 -26%
BIA
1962
Bell Investment Advisors
California
$69K +$69K +421 New
CDIA
1963
Capital Directions Investment Advisors
Georgia
$67K -$29.1K -175 -30%
VCM
1964
Vigilant Capital Management
Maine
$67K +$7.59K +46 +13%
BPC
1965
Banque Pictet & Cie
Switzerland
$66.4K +$1.04K +6,300 +2%
WAM
1966
WFA Asset Management
Wisconsin
$66K – – –
JAM
1967
JCIC Asset Management
Ontario, Canada
$62K -$1.98K -12 -3%
CHC
1968
City Holding Co
West Virginia
$62K – – –
FA
1969
Fortis Advisors
Pennsylvania
$62K – – –
AAP
1970
Arax Advisory Partners
Colorado
$61K +$23.7K +143 +64%
LJHT
1971
Laurie J. Hall Trustee
$60K – – –
MHR
1972
Matthew Hamilton Rosenberg
$60K – – –
JFGIW
1973
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59K +$2.14K +13 +4%
IFAM
1974
Institutional & Family Asset Management
Colorado
$58K -$5.78K -35 -9%
JWA
1975
JFS Wealth Advisors
Pennsylvania
$56K +$663 +4 +1%
77 78
79
80 81