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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 %
FTDI
826
First Trust Direct Indexing
Massachusetts
$2.73M +$135K +817 +5%
PAM
827
Pegasus Asset Management
New York
$2.72M -$28.6K -173 -1%
MWM
828
Meridian Wealth Management
Kentucky
$2.7M +$534K +3,238 +25%
PAS
829
Park Avenue Securities
New York
$2.7M +$87.6K +531 +3%
DAM
830
Deltec Asset Management
New York
$2.69M -$8.45M -51,200 -76%
JWCA
831
J.W. Cole Advisors
Florida
$2.68M +$5.78K +35 +0.2%
DBT
832
Dubuque Bank & Trust
Iowa
$2.67M +$27.7K +168 +1%
AWS
833
AJ Wealth Strategies
New York
$2.67M – – –
CF
834
Centaurus Financial
California
$2.67M +$100K +607 +4%
LW
835
Linscomb Wealth
Texas
$2.67M -$76.4K -463 -3%
MPWT
836
MassMutual Private Wealth & Trust
Connecticut
$2.66M +$245K +1,484 +10%
ATC
837
Argent Trust Co
Tennessee
$2.66M +$45.4K +275 +2%
BONST
838
Bank of Nova Scotia Trust
Ontario, Canada
$2.65M +$289K +1,750 +12%
AFA
839
Arlington Financial Advisors
California
$2.64M +$100K +608 +4%
MYAM
840
Meiji Yasuda Asset Management
Japan
$2.63M +$292K +1,770 +12%
QP
841
Quilter Plc
United Kingdom
$2.63M -$4.05M -24,563 -61%
HBT
842
Hills Bank & Trust
Iowa
$2.62M +$85K +515 +3%
CG
843
Caprock Group
Idaho
$2.6M +$122K +737 +5%
PWP
844
Private Wealth Partners
California
$2.6M -$714K -4,328 -22%
APA
845
American Portfolios Advisors
New York
$2.6M -$64K -388 -2%
HNW
846
High Note Wealth
Minnesota
$2.59M +$43.4K +263 +2%
SAI
847
Systematic Alpha Investments
New Jersey
$2.58M – – –
BHA
848
Beech Hill Advisors
New York
$2.57M -$125K -755 -5%
MKA
849
M. Kulyk & Associates
Georgia
$2.57M +$281K +1,700 +12%
WR
850
WD Rutherford
Oregon
$2.57M -$20.6K -125 -0.8%
32 33
34
35 36