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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 %
BBNA
1476
Bremer Bank National Association
Minnesota
$512K -$93.2K -565 -15%
GF
1477
Gabelli Funds
New York
$511K +$15.7K +95 +3%
FWP
1478
FAS Wealth Partners
Kansas
$511K +$121K +731 +31%
GT
1479
Glenview Trust
Kentucky
$510K -$20.3K -123 -4%
JC
1480
JB Capital
Connecticut
$510K -$16.5K -100 -3%
CCT
1481
Chemung Canal Trust
New York
$506K -$101K -610 -17%
VAG
1482
VisionPoint Advisory Group
Texas
$506K +$149K +795 +42%
EI
1483
Ellevest Inc
New York
$502K -$97.5K -590 -16%
MAM
1484
Morse Asset Management
Connecticut
$499K +$218K +1,320 +77%
EWA
1485
Encompass Wealth Advisors
Oregon
$498K – – –
PA
1486
Probity Advisors
Texas
$498K +$23.1K +140 +5%
SWA
1487
Sax Wealth Advisors
New Jersey
$497K +$495 +3 +0.1%
CFG
1488
Cooper Financial Group
California
$497K +$133K +809 +37%
SGI
1489
Summit Global Investments
Utah
$495K -$394K -2,387 -44%
RG
1490
Rathbones Group
United Kingdom
$495K -$52.5K -318 -10%
ACM
1491
Allred Capital Management
Texas
$495K -$30.3K -184 -6%
SIC
1492
Sterling Investment Counsel
New York
$494K +$108K +657 +28%
CAN
1493
Claraphi Advisory Network
United States
$493K -$79.2K -480 -14%
FNBT
1494
FineMark National Bank & Trust
Florida
$492K -$46.1K -279 -9%
IC
1495
Inscription Capital
Texas
$491K -$238K -1,442 -33%
TRIA
1496
Trail Ridge Investment Advisors
Colorado
$489K -$2.31K -14 -0.5%
JIP
1497
Jaffetilchin Investment Partners
Florida
$489K +$6.94K +42 +1%
SFG
1498
Synergy Financial Group
California
$488K – – –
TA
1499
TFG Advisers
Michigan
$488K +$5.11K +31 +1%
VFG
1500
V2 Financial group
Illinois
$486K -$16.5K -100 -3%
58 59
60
61 62