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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 %
SA
1676
Syntax Advisors
New York
$315K +$44K +267 +16%
EWM
1677
Evermay Wealth Management
Virginia
$314K +$25.4K +154 +9%
MC
1678
Machina Capital
France
$314K +$314K +1,900 New
NWA
1679
New World Advisors
Massachusetts
$313K +$21.3K +130 +7%
SWM
1680
Silverlake Wealth Management
Vermont
$311K +$2.97K +18 +1%
DA
1681
Doliver Advisors
Texas
$311K -$55.1K -334 -15%
PP
1682
Patron Partners
Texas
$311K -$5.45K -33 -2%
SBL
1683
Sargent Bickham Lagudis
Colorado
$311K +$45.1K +273 +17%
FCAG
1684
First Capital Advisors Group
New Jersey
$311K +$311K +1,887 New
AIA
1685
Angeles Investment Advisors
California
$309K +$118K +715 +62%
TCM
1686
Traynor Capital Management
Pennsylvania
$308K +$59.2K +359 +24%
EFS
1687
Econ Financial Services
Pennsylvania
$307K +$304K +1,840 +8,762%
GCP
1688
GSA Capital Partners
United Kingdom
$305K +$25.9K +157 +9%
WP
1689
WMS Partners
Maryland
$305K +$42.7K +259 +16%
TSS
1690
Two Sigma Securities
New York
$302K -$3.63M -22,006 -92%
AA
1691
Ancora Advisors
Ohio
$302K -$11.9K -72 -4%
SCP
1692
Sender Company & Partners
New York
$301K -$1.68M -10,196 -85%
SAM
1693
Synergy Asset Management
Washington
$301K -$371K -2,251 -55%
BC
1694
Bridgefront Capital
Texas
$301K +$301K +1,822 New
WCM
1695
Whitener Capital Management
North Carolina
$299K -$324K -1,970 -52%
IGWM
1696
ICA Group Wealth Management
Colorado
$298K – – –
CAM
1697
Cubic Asset Management
Massachusetts
$297K – – –
JFA
1698
JNBA Financial Advisors
Minnesota
$297K +$14.4K +87 +5%
TNA
1699
True North Advisors
Texas
$297K +$20.1K +122 +7%
HWMA
1700
Heritage Wealth Management (Arizona)
Arizona
$297K -$23.8K -144 -7%
66 67
68
69 70