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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 %
MLL
776
Moody Lynn & Lieberson
Massachusetts
$3.18M +$2.25M +13,640 +242%
SIM
777
Stratos Investment Management
Ohio
$3.17M +$289K +1,749 +10%
BCCM
778
Bridge Creek Capital Management
Massachusetts
$3.17M +$54.6K +331 +2%
FFA
779
First Foundation Advisors
California
$3.16M -$1.06M -6,431 -25%
V
780
Veritable
Delaware
$3.15M +$288K +1,748 +10%
EF
781
Empirical Finance
Pennsylvania
$3.12M +$183K +1,111 +6%
MCP
782
Mirador Capital Partners
California
$3.1M +$65.2K +395 +2%
LBC
783
Lawrence B. Cohen
$3.1M +$17.8K +108 +0.6%
BWA
784
BDO Wealth Advisors
Florida
$3.09M -$42.6K -258 -1%
DA
785
Dillon & Associates
Michigan
$3.08M +$72.1K +437 +2%
DWT
786
Dorsey & Whitney Trust
South Dakota
$3.08M +$515K +3,118 +20%
PA
787
Pinnacle Associates
New York
$3.06M -$146K -882 -5%
MNBTD
788
Moody National Bank Trust Division
Texas
$3.01M +$104K +629 +4%
FIB
789
First Interstate Bank
Montana
$3M +$162K +982 +6%
BIP
790
Bouvel Investment Partners
Pennsylvania
$2.99M +$9.08K +55 +0.3%
SCM
791
Snowhook Capital Management
New York
$2.97M -$8.66M -52,453 -74%
MIS
792
Morningstar Investment Services
Illinois
$2.97M +$250K +1,464 +9%
PIMJS
793
PKO Investment Management Joint-Stock
Poland
$2.97M -$825K -5,000 -22%
I
794
INVST
Indiana
$2.95M +$28.1K +149 +1%
AAM
795
Advisors Asset Management
Colorado
$2.94M -$306K -1,856 -9%
CCG
796
Cypress Capital Group
Florida
$2.94M -$1.86M -11,290 -39%
AC
797
Asio Capital
Kentucky
$2.94M +$355K +2,152 +14%
TC
798
Tsai Capital
New York
$2.93M -$1.96M -11,871 -40%
LFM
799
LGT Fund Management
Liechtenstein
$2.93M +$1.53M +9,257 +109%
MMA
800
Miracle Mile Advisors
California
$2.9M -$334K -2,023 -10%
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32
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