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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 %
MMPW
2326
Mitchell McLeod Pugh & Williams
Alabama
– -$215K -1,013 Closed
TWM
2327
Triton Wealth Management
Arizona
– -$215K -1,008 Closed
SI
2328
Sora Investors
Pennsylvania
– -$214K -1,007 Closed
TIM
2329
Thompson Investment Management
Wisconsin
– -$214K -1,006 Closed
BIA
2330
Bigelow Investment Advisors
Maine
– -$213K -1,004 Closed
AIA
2331
Arbor Investment Advisors
North Carolina
– -$212K -1,000 Closed
PIP
2332
Peachtree Investment Partners
Florida
– -$212K -1,000 Closed
CCC
2333
Chelsea Counsel Company
California
– -$211K -994 Closed
GSIS
2334
Global Strategic Investment Solutions
Arizona
– -$211K -992 Closed
Wealth Enhancement Advisory Services
2335
Wealth Enhancement Advisory Services
Minnesota
– -$216K -987 Closed
PNAA
2336
Pictet North America Advisors
Switzerland
– -$209K -983 Closed
OCM
2337
Orser Capital Management
Texas
– -$208K -980 Closed
BWM
2338
Bulltick Wealth Management
Florida
– -$208K -979 Closed
SCFS
2339
S.C. Financial Services
Arizona
– -$208K -979 Closed
AA
2340
Advisory Alpha
Michigan
– -$208K -979 Closed
AAMC
2341
Asset Allocation & Management Company
Illinois
– -$207K -975 Closed
RWM
2342
RBA Wealth Management
California
– -$206K -971 Closed
JCIA
2343
Jackson Creek Investment Advisors
Colorado
– -$203K -958 Closed
MIA
2344
MainStreet Investment Advisors
Illinois
– -$203K -954 Closed
VC
2345
Vicus Capital
Pennsylvania
– -$201K -946 Closed
WFA
2346
Wellspring Financial Advisors
Ohio
– -$195K -917 Closed
SCA
2347
Sandy Cove Advisors
Massachusetts
– -$193K -907 Closed
ACM
2348
Aquatic Capital Management
Illinois
– -$191K -900 Closed
GM
2349
GeoWealth Management
Illinois
– -$115K -541 Closed
RFWA
2350
RPg Family Wealth Advisory
Massachusetts
– -$114K -537 Closed
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