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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 %
VCM
2176
Virtue Capital Management
Tennessee
– -$1.69M -7,973 Closed
IUHSA
2177
Itau Unibanco Holding S.A.
Brazil
– -$1.5M -7,045 Closed
WWM
2178
WT Wealth Management
Arizona
– -$1.47M -6,909 Closed
MS
2179
Madden Securities
Texas
– -$1.45M -6,821 Closed
BSAM
2180
Blue Square Asset Management
New York
– -$1.33M -6,253 Closed
KTM
2181
Keeler Thomas Management
Utah
– -$1.29M -6,058 Closed
BSA
2182
Braun Stacey Associates
New York
– -$1.21M -5,691 Closed
PFMU
2183
Privium Fund Management (UK)
United Kingdom
– -$1.17M -5,458 Closed
SG
2184
StoneX Group
New York
– -$1.15M -5,405 Closed
CWA
2185
Canvas Wealth Advisors
Kansas
– -$962K -5,396 Closed
MFG
2186
Menard Financial Group
Texas
– -$1.11M -5,214 Closed
AFA
2187
Abacus FCF Advisors
Florida
– -$1.06M -5,011 Closed
DF
2188
Donoghue Forlines
Massachusetts
– -$1.06M -5,011 Closed
GCC
2189
Game Creek Capital
Massachusetts
– -$1.06M -5,000 Closed
RHP
2190
Royal Harbor Partners
Texas
– -$1.01M -4,744 Closed
BWM
2191
Buckley Wealth Management
Nevada
– -$951K -4,477 Closed
WAM
2192
Weiss Asset Management
Massachusetts
– -$928K -4,372 Closed
CANY
2193
Caxton Associates (New York)
New York
– -$925K -4,358 Closed
FANJ
2194
Financial Architects (New Jersey)
New Jersey
– -$919K -4,331 Closed
HTC
2195
Haverford Trust Company
Pennsylvania
– -$897K -4,226 Closed
JWM
2196
Jupiter Wealth Management
Colorado
– -$875K -4,125 Closed
KOC
2197
Koss-Olinger Consulting
Florida
– -$814K -3,834 Closed
ICM
2198
IMS Capital Management
Oregon
– -$765K -3,601 Closed
SCM
2199
Stevens Capital Management
Pennsylvania
– -$748K -3,521 Closed
BHCM
2200
Boulder Hill Capital Management
New York
– -$743K -3,500 Closed
86 87
88
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