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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 %
MCWA
1426
Meadow Creek Wealth Advisors
Georgia
$588K -$152K -919 -21%
VIM
1427
VELA Investment Management
Ohio
$586K +$586K +3,552 New
BBI
1428
Baxter Bros Inc
Connecticut
$585K +$68.2K +413 +13%
FCBT
1429
First Citizens Bank & Trust
North Carolina
$584K +$134K +812 +30%
HIIFS
1430
Harel Insurance Investments & Financial Services
Israel
$583K +$221K +1,338 +61%
BWA
1431
Blodgett Wealth Advisors
California
$578K -$400K -2,425 -41%
FPCP
1432
Fort Point Capital Partners
California
$577K -$167K -1,015 -22%
RCA
1433
Roberts Capital Advisors
Colorado
$577K – – –
ST
1434
Smithfield Trust
Pennsylvania
$575K – – –
MS
1435
Mizuho Securities
Japan
$574K -$1.48M -5,826 -72%
EPA
1436
Element Pointe Advisors
Florida
$571K -$306K -1,855 -35%
IGGA
1437
Iron Gate Global Advisors
Utah
$571K +$81.6K +498 +17%
HPWM
1438
Highland Private Wealth Management
Washington
$570K +$28.9K +175 +5%
BOPW
1439
Brandywine Oak Private Wealth
Pennsylvania
$568K -$175K -1,058 -24%
LAS
1440
LWM Advisory Services
Florida
$568K +$1.49K +9 +0.3%
BS
1441
Boenning & Scattergood
Pennsylvania
$565K -$24.1K -146 -4%
OIM
1442
Oder Investment Management
California
$565K +$31.7K +192 +6%
FMWA
1443
Forvis Mazars Wealth Advisors
Missouri
$565K +$181K +1,099 +47%
RWA
1444
Ropes Wealth Advisors
Massachusetts
$564K +$11.7K +71 +2%
EW
1445
Evoke Wealth
California
$561K -$258K -1,565 -32%
DWM
1446
Drive Wealth Management
Utah
$561K +$41.9K +254 +8%
TFGT
1447
TS Financial Group (TSFG)
Illinois
$559K -$30.3K -184 -5%
BDF
1448
Balasa Dinverno & Foltz
$555K +$187K +1,134 +51%
MG
1449
Mather Group
Illinois
$554K -$239K -1,448 -30%
HH
1450
Hilltop Holdings
Texas
$551K +$5.78K +35 +1%
56 57
58
59 60