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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 %
SAM
676
Shikiar Asset Management
New York
$4.38M -$35K -212 -0.8%
HCA
677
Harbor Capital Advisors
Illinois
$4.38M -$264K -1,602 -6%
SCA
678
Snowden Capital Advisors
New York
$4.38M +$466K +2,825 +12%
PVH
679
Psagot Value Holdings
Israel
$4.36M +$43.4K +263 +1%
NPT
680
Nixon Peabody Trust
Massachusetts
$4.35M -$330K -2,001 -7%
Lord, Abbett & Co
681
Lord, Abbett & Co
New Jersey
$4.33M +$1.61M +9,767 +59%
IAA
682
Independent Advisor Alliance
North Carolina
$4.33M -$2.68M -16,231 -38%
MWM
683
Marietta Wealth Management
Georgia
$4.33M +$435K +2,638 +11%
LNWWM
684
Laird Norton Wetherby Wealth Management
California
$4.31M +$414K +2,507 +11%
PCA
685
Pallas Capital Advisors
Massachusetts
$4.3M +$386K +2,115 +10%
GEM
686
Global Endowment Management
North Carolina
$4.29M -$18.3M -110,988 -81%
SC
687
Sepio Capital
Utah
$4.27M -$369K -2,234 -8%
MGWM
688
Marks Group Wealth Management
Minnesota
$4.27M +$305K +1,845 +8%
SCM
689
Shelton Capital Management
Colorado
$4.21M +$974K +5,900 +30%
RCM
690
RNC Capital Management
California
$4.21M -$35.2K -213 -0.8%
PWS
691
Peloton Wealth Strategists
Indiana
$4.2M +$28.9K +175 +0.7%
ISL
692
Ingalls & Snyder LLC
New York
$4.19M +$696K +4,217 +20%
HW
693
Hamilton Wealth
California
$4.17M +$3.96M +24,009 +1,925%
BFEC
694
Benjamin F. Edwards & Company
Missouri
$4.17M +$631K +3,821 +18%
KCM
695
Kornitzer Capital Management
Kansas
$4.16M +$487K +2,950 +13%
FFA
696
Fragasso Financial Advisors
Pennsylvania
$4.16M -$625K -3,785 -13%
IWP
697
Icon Wealth Partners
Texas
$4.14M +$92.8K +562 +2%
SCM
698
Sitrin Capital Management
California
$4.08M -$80K -485 -2%
MS
699
Maven Securities
Jersey
$4.06M +$1.61M +9,760 +66%
STA
700
Summit Trail Advisors
New York
$4.05M -$70.3K -426 -2%
26 27
28
29 30