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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 %
WDL
1751
Well Done LLC
Michigan
$259K +$17.4K +105 +7%
HLOC
1752
H.L. Ormond & Company
North Carolina
$258K -$201K -1,215 -44%
QCIG
1753
Quad-Cities Investment Group
Iowa
$258K +$9.91K +60 +4%
CC
1754
Centiva Capital
New York
$257K -$813K -4,936 -76%
PAG
1755
Powers Advisory Group
Illinois
$257K -$3.31K -20 -1%
IIC
1756
Integrated Investment Consultants
Michigan
$257K +$3.13K +19 +1%
SFI
1757
SPC Financial Inc
Maryland
$257K +$16.8K +102 +7%
WWP
1758
Waypoint Wealth Partners
California
$256K – – –
CCA
1759
Cobblestone Capital Advisors
New York
$255K -$1.98K -12 -0.8%
BBW
1760
Blue Barn Wealth
Utah
$255K +$7.26K +44 +3%
JGIA
1761
Jackson Grant Investment Advisers
Connecticut
$254K -$19.3K -117 -7%
AWG
1762
Altus Wealth Group
Colorado
$254K -$7.86K -29 -3%
BFG
1763
Berger Financial Group
Minnesota
$254K +$16.2K +98 +7%
CH
1764
Canton Hathaway
Rhode Island
$254K +$16.5K +100 +7%
NF
1765
NTB Financial
Colorado
$253K +$253K +1,530 New
WPC
1766
Waters Parkerson & Co
Louisiana
$251K +$93.3K +566 +59%
KW
1767
KWB Wealth
California
$250K -$7.43K -45 -3%
GD
1768
Grandfield & Dodd
New York
$250K +$1.68K +10 +0.7%
XT
1769
XTX Topco
Cayman Islands
$249K -$182K -1,106 -42%
MCM
1770
Mengis Capital Management
Oregon
$249K – – –
FFG
1771
Ford Financial Group
California
$248K -$165 -1 -0.1%
NME
1772
Notis-McConarty Edward
$248K – – –
BCM
1773
Brasada Capital Management
Texas
$248K +$248K +1,500 New
CAGAS
1774
Capital Advisory Group Advisory Services
Minnesota
$247K -$203K -1,216 -45%
BB
1775
Busey Bank
Illinois
$247K +$6.61K +40 +3%
69 70
71
72 73