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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 %
AWM
876
Apollon Wealth Management
South Carolina
$2.3M -$112K -680 -5%
SIG
877
Stonegate Investment Group
Alabama
$2.3M +$137K +832 +6%
PI
878
PFS Investments
Georgia
$2.29M +$166K +1,007 +8%
MWA
879
Meridian Wealth Advisors
Texas
$2.29M +$101K +611 +5%
SCM
880
Silvant Capital Management
Georgia
$2.28M +$9.57K +58 +0.4%
DSAM
881
Dock Street Asset Management
Florida
$2.28M +$76.7K +465 +3%
CAM
882
Cozad Asset Management
Illinois
$2.28M +$58.6K +355 +3%
SIA
883
SeaBridge Investment Advisors
New Jersey
$2.28M +$1.4M +8,456 +158%
CS
884
Comerica Securities
Michigan
$2.27M -$35K -212 -2%
AWM
885
Avior Wealth Management
Nebraska
$2.27M -$34.1K -207 -1%
SIA
886
Schechter Investment Advisors
Michigan
$2.26M +$530K +3,215 +31%
COI
887
Connable Office Inc
Michigan
$2.25M – – –
GCM
888
Geneva Capital Management
Wisconsin
$2.25M -$24.9K -151 -1%
HT
889
HAP Trading
New York
$2.25M -$168K -1,018 -7%
KA
890
Kovack Advisors
Florida
$2.24M +$99.4K +602 +5%
OIA
891
OneDigital Investment Advisors
Kansas
$2.23M +$1.33M +8,042 +147%
LMIM
892
Lockheed Martin Investment Management
Maryland
$2.22M -$8.25M -49,980 -79%
DAS
893
Dynamic Advisor Solutions
Arizona
$2.21M +$80.5K +488 +4%
PAM
894
Pinpoint Asset Management
Hong Kong
$2.21M +$2.21M +13,400 New
LPT
895
Legacy Private Trust
Wisconsin
$2.21M +$540K +3,273 +32%
WPC
896
Wedmont Private Capital
Pennsylvania
$2.21M +$286K +1,733 +15%
PCOC
897
Power Corp of Canada
Canada
$2.2M +$64.2K +389 +3%
MCIA
898
Mountain Capital Investment Advisors
Colorado
$2.19M +$300K +1,698 +16%
AL
899
Aspiriant LLC
California
$2.18M +$137K +831 +7%
ECM
900
Evergreen Capital Management
Washington
$2.17M -$83.4K -505 -4%
34 35
36
37 38