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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 %
FCM
1701
Fourpath Capital Management
Oklahoma
$296K -$49K -297 -14%
GLA
1702
Great Lakes Advisors
Illinois
$296K -$16.2K -98 -5%
SAM
1703
Silvercrest Asset Management
New York
$296K -$10.7K -65 -4%
PHS
1704
Pekin Hardy Strauss
Illinois
$295K -$99.4K -603 -25%
SOS
1705
Silver Oak Securities
Tennessee
$294K -$8.02K -44 -3%
PPP
1706
Private Portfolio Partners
New Jersey
$294K -$8.75K -53 -3%
WAM
1707
Wolverine Asset Management
Illinois
$293K -$16.5K -100 -5%
DC
1708
DeDora Capital
California
$293K – – –
TVAMP
1709
Tennessee Valley Asset Management Partners
Tennessee
$293K +$28.9K +175 +11%
WF
1710
Wayfinding Financial
Washington
$292K +$7.92K +48 +3%
PWM
1711
Prentice Wealth Management
New York
$292K +$292K +1,770 New
PB
1712
Pinnacle Bancorp
Nebraska
$291K – – –
PWMAG
1713
Pinnacle Wealth Management Advisory Group
New Jersey
$290K -$177K -1,074 -38%
DWA
1714
Dougherty Wealth Advisers
Minnesota
$290K – – –
PCFFS
1715
Pacific Center for Financial Services
California
$290K +$1.65K +10 +0.6%
LGA
1716
Lebenthal Global Advisors
New York
$290K +$56.8K +345 +24%
CWP
1717
Curated Wealth Partners
California
$287K +$19.2K +117 +7%
PFGIA
1718
Patriot Financial Group Insurance Agency
Massachusetts
$286K -$80.3K -486 -22%
GCP
1719
Gill Capital Partners
Colorado
$286K – – –
AWE
1720
Avidian Wealth Enterprises
Texas
$285K -$30.5K -185 -10%
CA
1721
Calton & Associates
Florida
$284K -$46.6K -283 -14%
TWA
1722
TCI Wealth Advisors
Arizona
$284K +$24.8K +150 +10%
MWM
1723
Modera Wealth Management
New Jersey
$283K -$13.5K -82 -5%
APW
1724
Austin Private Wealth
Texas
$283K -$2.31K -14 -0.8%
CPA
1725
Capital Performance Advisors
California
$281K +$12.7K +77 +5%
67 68
69
70 71