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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 %
PWP
1101
Principle Wealth Partners
Connecticut
$1.28M +$166K +1,007 +15%
CWAG
1102
Compton Wealth Advisory Group
Virginia
$1.28M -$19.8K -120 -2%
ED
1103
Exane Derivatives
France
$1.28M -$244K -1,476 -16%
ECG
1104
Edge Capital Group
Georgia
$1.28M +$225K +1,361 +21%
CI
1105
Conning Inc
Connecticut
$1.28M -$8.09K -49 -0.6%
WP
1106
Waycross Partners
Kentucky
$1.28M +$643K +3,900 +101%
ARMT
1107
Amica Retiree Medical Trust
Rhode Island
$1.28M +$645K +3,910 +102%
PCS
1108
Personal CFO Solutions
New Jersey
$1.28M +$39.3K +238 +3%
CAIMH
1109
Central Asset Investments & Management Holdings
Hong Kong
$1.27M +$1.27M +7,700 New
LWM
1110
Laidlaw Wealth Management
New York
$1.27M -$165K -1,003 -12%
CCM
1111
Chickasaw Capital Management
Tennessee
$1.27M – – –
FFM
1112
Forum Financial Management
Illinois
$1.27M +$229K +1,389 +22%
OL
1113
Optas LLC
Texas
$1.26M +$250K +1,516 +25%
HCCM
1114
Hudson Canyon Capital Management
New York
$1.25M +$56.1K +340 +5%
RCG
1115
Regatta Capital Group
California
$1.25M +$5.45K +33 +0.4%
JCM
1116
Jacobi Capital Management
Pennsylvania
$1.25M +$324K +1,965 +35%
NCL
1117
Nishkama Capital LLC
Puerto Rico
$1.25M +$1.25M +7,573 New
OPW
1118
Oxler Private Wealth
New York
$1.25M – – –
SVCP
1119
Silicon Valley Capital Partners
California
$1.25M +$64.7K +392 +5%
NAG
1120
Northstar Advisory Group
New Jersey
$1.24M +$1.24M +7,540 New
JWBC
1121
J.W. Burns & Co
New York
$1.24M -$161K -975 -12%
FMTC
1122
Farmers & Merchants Trust Company
California
$1.23M +$108K +653 +10%
YIA
1123
YHB Investment Advisors
Connecticut
$1.23M +$200K +1,213 +20%
APP
1124
Avantax Planning Partners
Iowa
$1.23M +$362K +2,194 +42%
MIFH
1125
Migdal Insurance & Financial Holdings
Israel
$1.22M -$360K -2,163 -23%
43 44
45
46 47