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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 %
WEG
1251
World Equity Group
Illinois
$928K +$5.94K +36 +0.6%
FPF
1252
First Pacific Financial
Washington
$926K +$365K +2,215 +65%
CFG
1253
Citizens Financial Group
Rhode Island
$926K +$376K +2,280 +68%
BWM
1254
BigSur Wealth Management
Florida
$924K – – –
AIM
1255
Aigen Investment Management
New York
$919K +$919K +5,567 New
RB
1256
Renasant Bank
Mississippi
$918K +$405K +2,456 +79%
CFA
1257
Compass Financial Advisors
Indiana
$917K +$19.3K +117 +2%
CA
1258
CGN Advisors
Kansas
$916K +$188K +1,142 +26%
OCM
1259
Orion Capital Management
California
$914K -$82.5K -500 -8%
TFP
1260
Tilia Fiduciary Partners
North Carolina
$913K +$40.6K +244 +5%
9WM
1261
9258 Wealth Management
Ohio
$911K +$166K +1,006 +22%
MPPLM
1262
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$910K +$53.4K +324 +6%
PFWA
1263
Paces Ferry Wealth Advisors
Georgia
$903K +$1.98K +12 +0.2%
AT
1264
Arden Trust
Delaware
$890K -$214K -1,300 -19%
GI
1265
GAMCO Investors
Connecticut
$890K +$71.4K +433 +9%
BL
1266
Balentine LLC
Georgia
$888K -$656K -3,971 -42%
LCM
1267
Landscape Capital Management
New Jersey
$888K -$102K -619 -10%
CWM
1268
Congress Wealth Management
Massachusetts
$888K -$56.6K -343 -6%
KCM
1269
KRS Capital Management
Michigan
$886K – – –
SFO
1270
Stokes Family Office
Louisiana
$885K +$10.2K +62 +1%
CP
1271
CenterBook Partners
Connecticut
$885K +$505K +3,060 +133%
GCA
1272
Guardian Capital Advisors
Ontario, Canada
$884K -$908K -5,641 -51%
CC
1273
Claybrook Capital
Massachusetts
$882K -$825K -5,000 -48%
RWA
1274
Redmont Wealth Advisors
Illinois
$875K – – –
FAG
1275
Fortitude Advisory Group
Washington
$874K -$22.6K -137 -3%
49 50
51
52 53