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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 %
EF
1526
Empowered Funds
Pennsylvania
$460K +$460K +2,786 New
RWP
1527
RWA Wealth Partners
Massachusetts
$459K +$90.8K +550 +25%
DFA
1528
Delta Financial Advisors
Louisiana
$458K +$75.1K +455 +20%
GA
1529
Geller Advisors
New York
$454K +$8.91K +54 +2%
SWA
1530
Stratos Wealth Advisors
Ohio
$453K +$34.8K +211 +8%
FW
1531
FirstPurpose Wealth
Utah
$453K +$37.3K +226 +9%
CF
1532
Copperwynd Financial
Arizona
$450K -$53K -321 -11%
BFA
1533
Beaumont Financial Advisors
Massachusetts
$450K +$22.8K +138 +5%
RC
1534
Rovin Capital
Arizona
$449K +$59.9K +363 +15%
LFA
1535
Legacy Financial Advisors
Kentucky
$449K +$150K +907 +50%
FBC
1536
Fairfield, Bush & Co
Connecticut
$448K -$289K -1,753 -39%
SCG
1537
Sonata Capital Group
Washington
$447K – – –
MCA
1538
Magnolia Capital Advisors
Mississippi
$444K -$265K -1,605 -37%
CA
1539
Capitolis Advisors
New York
$443K -$178K -1,080 -29%
QIM
1540
Quantitative Investment Management
Virginia
$443K +$443K +2,688 New
BIA
1541
Benchmark Investment Advisors
Illinois
$442K -$84.8K -514 -16%
AAM
1542
Ascension Asset Management
New York
$441K +$441K +2,670 New
ACM
1543
Advisors Capital Management
New Jersey
$440K -$100K -606 -19%
PMA
1544
Prudent Man Advisors
Illinois
$439K -$5.78K -35 -1%
SB
1545
Sunflower Bank
Texas
$438K -$23.7K -144 -5%
RI
1546
Redwood Investments
Massachusetts
$436K -$19K -115 -4%
HA
1547
Harfst & Associates
Wyoming
$435K -$302K -1,834 -41%
TWM
1548
Tolleson Wealth Management
Texas
$434K -$182K -1,101 -30%
PNC
1549
Park National Corp
Ohio
$434K -$5.78K -35 -1%
SIMG
1550
Sonora Investment Management Group
Arizona
$433K -$14.7K -89 -3%
60 61
62
63 64