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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 %
RFA
1551
Resurgent Financial Advisors
Georgia
$433K -$2.64K -16 -0.6%
B
1552
Bellecapital
Switzerland
$433K +$44.9K +272 +12%
SFPG
1553
Stonebridge Financial Planning Group
Florida
$431K -$63.3K -383 -13%
HCM
1554
Hodges Capital Management
Texas
$429K +$33K +200 +8%
BAS
1555
Brown Advisory Securities
Maryland
$427K – – –
RA
1556
Riverstone Advisors
Texas
$427K +$3.63K +22 +0.9%
BPFA
1557
Barnes Pettey Financial Advisors
Mississippi
$427K +$23.3K +141 +6%
CNBTD
1558
Citizens National Bank Trust Department
Mississippi
$427K +$51.1K +310 +14%
SMFG
1559
Sumitomo Mitsui Financial Group
Japan
$426K +$426K +2,495 New
FC
1560
Fulcrum Capital
Washington
$425K – – –
SC
1561
Saiph Capital
New Jersey
$422K -$41.1K -249 -9%
HIF
1562
Hill Island Financial
Michigan
$422K +$157K +953 +59%
CL
1563
CSS LLC
Illinois
$422K +$422K +2,554 New
IWA
1564
IVC Wealth Advisors
Pennsylvania
$421K +$51.9K +315 +14%
VA
1565
Valmark Advisers
Ohio
$420K +$2.48K +15 +0.6%
WCFA
1566
Walkner Condon Financial Advisors
Wisconsin
$418K +$46.5K +282 +13%
KFI
1567
Key Financial Inc
Pennsylvania
$417K – – –
AWM
1568
Angeles Wealth Management
California
$417K +$82.2K +498 +25%
LSPW
1569
Lake Street Private Wealth
Illinois
$415K -$182K -1,100 -30%
DJYG
1570
David J. Yvars Group
Florida
$415K +$10.9K +65 +3%
IAMH
1571
IvyRock Asset Management (HK)
Hong Kong
$413K – – –
CA
1572
Crumly & Associates
Illinois
$413K +$50.3K +305 +14%
SWP
1573
Strategic Wealth Partners
Ohio
$412K -$44.9K -272 -10%
PFBT
1574
Parkside Financial Bank & Trust
Missouri
$408K +$32.3K +196 +9%
SG
1575
Stonnington Group
California
$407K -$880K -4,978 -68%
61 62
63
64 65