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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 %
CAL
951
Capital Analysts LLC
Pennsylvania
$1.92M -$758K -4,596 -28%
TA
952
Townsend & Associates
Colorado
$1.91M +$20.2K +116 +1%
SC
953
Slow Capital
California
$1.9M +$15.5K +94 +0.8%
CNC
954
Citizens & Northern Corp
Pennsylvania
$1.9M +$59.9K +363 +3%
BO
955
Bank OZK
Arkansas
$1.9M +$209K +1,264 +12%
RDWM
956
Red Door Wealth Management
Tennessee
$1.9M +$193K +1,168 +11%
HI
957
Horizon Investments
North Carolina
$1.89M -$1.96M -11,870 -51%
HFM
958
Harvest Fund Management
China
$1.89M -$4.86M -29,420 -72%
AWM
959
Altium Wealth Management
New York
$1.88M +$68.7K +416 +4%
CCM
960
Coldstream Capital Management
Washington
$1.87M +$427K +2,586 +29%
JHCP
961
Jackson Hole Capital Partners
Oklahoma
$1.87M +$339K +2,051 +22%
LC
962
Lavaca Capital
Texas
$1.86M -$1.63M -9,264 -47%
JSL
963
JT Stratford LLC
Georgia
$1.86M +$133K +808 +8%
SWMG
964
Signature Wealth Management Group
Georgia
$1.85M +$67.5K +409 +4%
CC
965
Courier Capital
New York
$1.85M -$102K -620 -5%
HG
966
Herbst Group
Connecticut
$1.85M +$33.6K +200 +2%
IMC Chicago
967
IMC Chicago
Illinois
$1.85M -$238K -1,445 -11%
CCM
968
Canal Capital Management
Virginia
$1.85M +$1.85M +11,194 New
FCA
969
FinTrust Capital Advisors
South Carolina
$1.85M -$398K -2,181 -18%
GAM
970
Grandview Asset Management
Pennsylvania
$1.84M -$10.6K -64 -0.6%
SS
971
Sunbelt Securities
Texas
$1.84M +$245K +1,482 +15%
EWM
972
Executive Wealth Management
Michigan
$1.84M -$2.1M -12,742 -53%
GGI
973
GPM Growth Investors
Michigan
$1.83M +$15.5K +94 +0.9%
FWM
974
Finer Wealth Management
Massachusetts
$1.83M +$69.1K +419 +4%
PCM
975
Prelude Capital Management
New York
$1.82M +$467K +2,827 +34%
37 38
39
40 41