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Salesforce
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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 %
CM
626
Capula Management
Cayman Islands
$5.12M +$5.12M +31,035 New
AC
627
Allstate Corporation
Illinois
$5.12M -$2.35M -14,223 -31%
BOTW
628
Bank of the West
California
$5.11M -$1.34M -8,102 -21%
PFO
629
Pathstone Family Office
New Jersey
$5.1M +$1.71M +10,352 +50%
ITFISA
630
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$5.1M -$413K -2,500 -7%
DHFB
631
Dixon Hubard Feinour & Brown
Virginia
$5.1M -$234K -1,419 -4%
HVIA
632
Hudson Valley Investment Advisors
New York
$5.06M -$320K -1,940 -6%
CSPIA
633
Cary Street Partners Investment Advisory
Virginia
$5.06M +$4.88M +29,597 +2,821%
SWP
634
Stratos Wealth Partners
Ohio
$5.04M -$139K -844 -3%
FT
635
Fiduciary Trust
Massachusetts
$5.02M -$345K -2,091 -6%
OSAM
636
O'Shaughnessy Asset Management
Connecticut
$5.02M +$1.51M +9,148 +43%
PHK
637
Point72 Hong Kong
Hong Kong
$5.02M +$580K +3,515 +13%
FPCM
638
Financial Partners Capital Management
New York
$5.01M +$1.52M +9,218 +44%
M
639
Mirova
France
$4.98M +$2.45M +14,842 +97%
BJL
640
Brighton Jones LLC
Washington
$4.98M +$478K +2,897 +11%
SCA
641
Stonebridge Capital Advisors
Minnesota
$4.96M +$4.29M +26,017 +640%
SAM
642
SP Asset Management
California
$4.96M -$7.26K -44 -0.1%
GAAM
643
Guinness Atkinson Asset Management
California
$4.96M +$4.89M +29,653 +7,803%
HLC
644
Hunt Lane Capital
New York
$4.95M +$4.95M +30,000 New
PSC
645
Prentiss Smith & Co
Vermont
$4.93M -$3.47K -21 -0.1%
WB
646
Webster Bank
Connecticut
$4.93M -$92.4K -560 -2%
SRC
647
Shufro Rose & Co
New York
$4.89M -$2.69M -16,305 -35%
CAM
648
Cresset Asset Management
Illinois
$4.85M -$63.7K -394 -1%
SA
649
Strategic Advisors
New York
$4.85M -$119K -722 -2%
AWMT
650
AAFMAA Wealth Management & Trust
North Carolina
$4.77M +$131K +792 +3%
24 25
26
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