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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 %
HBW
1376
Hazlett, Burt & Watson
West Virginia
$663K +$15K +91 +2%
CFMC
1377
Curbstone Financial Management Corp
New Hampshire
$661K -$206K -1,250 -24%
MFA
1378
Mayflower Financial Advisors
Massachusetts
$660K -$47.8K -290 -7%
BPCA
1379
Bank Pictet & Cie (Asia)
Singapore
$659K +$60.7K +368 +10%
WPWM
1380
Western Pacific Wealth Management
Illinois
$658K -$330 -2 -0.1%
GEA
1381
Glen Eagle Advisors
New Jersey
$658K -$22.3K -135 -3%
CRWM
1382
Castle Rock Wealth Management
California
$656K +$129K +732 +25%
UWM
1383
Urban Wealth Management
California
$655K +$655K +3,966 New
TNBTD
1384
Trustmark National Bank Trust Department
Mississippi
$651K -$381K -2,310 -37%
IA
1385
Insight Advisors
Pennsylvania
$647K -$137K -725 -17%
TA
1386
Tectonic Advisors
Texas
$646K +$3.14K +19 +0.5%
PP
1387
Paloma Partners
Connecticut
$644K -$2.18M -13,172 -77%
CMANY
1388
Capital Management Associates (New York)
New York
$642K -$252K -1,531 -28%
WAS
1389
WESPAC Advisors SoCal
California
$642K -$63.2K -383 -9%
BWA
1390
Bordeaux Wealth Advisors
California
$642K -$21.5K -130 -3%
FFN
1391
Focus Financial Network
Minnesota
$640K +$15.3K +93 +2%
CMTU
1392
Capital Markets Trading (UK)
United Kingdom
$636K +$636K +3,851 New
CMI
1393
Clare Market Investments
Texas
$634K -$617K -3,737 -49%
SFS
1394
Stiles Financial Services
Minnesota
$634K +$37.1K +225 +6%
KI
1395
Kapitalo Investimentos
Brazil
$632K +$632K +3,830 New
EFS
1396
Essex Financial Services
Connecticut
$629K -$80K -485 -11%
CA
1397
Claro Advisors
Massachusetts
$629K +$79.7K +483 +15%
TWMP
1398
Taylor Wealth Management Partners
Massachusetts
$627K -$18.2K -110 -3%
KIA
1399
Kraematon Investment Advisors
Massachusetts
$627K – – –
CJL
1400
Cyrus J. Lawrence
New York
$627K – – –
54 55
56
57 58