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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 %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
851
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.57M +$2.05M +12,412 +394%
GAM
852
Gemmer Asset Management
California
$2.57M -$7.1K -43 -0.3%
TC
853
Telemus Capital
Michigan
$2.55M -$116K -701 -4%
QPWM
854
Quadrant Private Wealth Management
Pennsylvania
$2.53M +$656K +3,977 +35%
NB
855
NBT Bank
New York
$2.52M +$24.3K +147 +1%
IHL
856
Investment House LLC
California
$2.51M -$578K -3,503 -19%
VCM
857
Verde Capital Management
Michigan
$2.51M +$357K +2,160 +17%
CBB
858
Citizens Business Bank
California
$2.51M -$41.9K -254 -2%
Wolverine Trading
859
Wolverine Trading
Illinois
$2.46M -$2.04M -11,943 -45%
MCM
860
Murphy Capital Management
New Jersey
$2.46M -$559K -3,391 -19%
LWANC
861
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.46M -$28.9K -175 -1%
EIM
862
Essex Investment Management
Massachusetts
$2.45M -$142K -863 -5%
PRC
863
Pearl River Capital
Michigan
$2.45M +$2.45M +14,823 New
CGL
864
Clarius Group LLC
Washington
$2.43M +$67.7K +410 +3%
STC
865
Sarah T. Connolly
$2.42M +$141K +855 +6%
LOAMS
866
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.41M -$260K -1,576 -10%
S
867
SignatureFD
Georgia
$2.41M +$336K +2,038 +16%
FWM
868
Frontier Wealth Management
Missouri
$2.37M -$751K -4,549 -24%
BAM
869
Beaumont Asset Management
Texas
$2.34M +$35.8K +217 +2%
WAS
870
Winch Advisory Services
Wisconsin
$2.34M -$86.7K -525 -4%
IRAG
871
Investment Research & Advisory Group
Georgia
$2.33M +$235K +1,426 +11%
HZ
872
Hixon Zuercher
Ohio
$2.33M +$76.1K +461 +3%
AMCA
873
Arthur M. Cohen & Associates
Illinois
$2.33M -$229K -1,390 -9%
MYLI
874
Meiji Yasuda Life Insurance
Japan
$2.31M +$570K +3,452 +33%
AWA
875
Aaron Wealth Advisors
Illinois
$2.3M -$448M -2,713,285 -99%
33 34
35
36 37