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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 %
TCM
1026
Teza Capital Management
Illinois
$1.58M +$1.11M +6,708 +235%
IAS
1027
IMA Advisory Services
Colorado
$1.57M -$196K -1,190 -11%
MWM
1028
Mission Wealth Management
California
$1.57M +$338K +2,050 +27%
WP
1029
WealthShield Partners
North Carolina
$1.57M -$554K -3,357 -26%
BOM
1030
Bank of Marin
California
$1.56M -$220K -1,336 -12%
CCG
1031
Ceeto Capital Group
Florida
$1.56M – – –
WPW
1032
Waldron Private Wealth
Pennsylvania
$1.56M +$128K +777 +9%
CIA
1033
Cohen Investment Advisors
New Hampshire
$1.56M +$61K +370 +4%
NEI
1034
Northwest & Ethical Investments
Ontario, Canada
$1.56M -$410K -2,486 -21%
1IA
1035
1834 Investment Advisors
Wisconsin
$1.54M -$682K -4,132 -31%
WGCA
1036
Wolf Group Capital Advisors
Virginia
$1.54M -$81.4K -493 -5%
1WA
1037
180 Wealth Advisors
Washington
$1.53M +$75.3K +448 +5%
MAM
1038
Meeder Asset Management
Ohio
$1.53M +$137K +832 +10%
SVWAG
1039
Sound View Wealth Advisors Group
Georgia
$1.53M +$173K +1,051 +13%
AF
1040
Allworth Financial
California
$1.53M +$798K +4,839 +109%
EWA
1041
EP Wealth Advisors
California
$1.52M +$293K +1,778 +24%
NFC
1042
Northeast Financial Consultants
Connecticut
$1.52M -$94.9K -575 -6%
SFP
1043
Shepherd Financial Partners
Massachusetts
$1.52M +$123K +743 +9%
BTI
1044
Blue Trust Inc
Georgia
$1.52M +$1.52M +7,158 New
QPW
1045
Quantum Private Wealth
Florida
$1.51M -$165 -1 -0%
V
1046
VeraBank
Texas
$1.51M +$14.9K +90 +1%
BOH
1047
Bank of Hawaii
Hawaii
$1.51M -$333K -2,015 -18%
MGIA
1048
Moneta Group Investment Advisors
Missouri
$1.5M +$156K +944 +12%
BWM
1049
Baystate Wealth Management
Massachusetts
$1.5M -$353K -2,137 -19%
LP
1050
Lloyd Park
Illinois
$1.49M +$489K +2,965 +49%
40 41
42
43 44