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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 %
HWA
1776
Heritage Wealth Advisors
Virginia
$246K – – –
TF
1777
Trek Financial
Arizona
$245K +$83.2K +504 +51%
FAM
1778
Formidable Asset Management
Ohio
$244K -$2.7K -16 -1%
CWM
1779
CCG Wealth Management
California
$244K +$660 +4 +0.3%
HKIMG
1780
Hutchens & Kramer Investment Management Group
Indiana
$244K +$9.26K +55 +4%
AC
1781
ASB Consultores
Florida
$243K -$138K -837 -36%
CIP
1782
Convergence Investment Partners
Florida
$243K -$10.1K -61 -4%
LDB
1783
Lee, Danner & Bass
Tennessee
$243K -$2.97K -18 -1%
SQA
1784
Simon Quick Advisors
New Jersey
$243K +$112K +588 +85%
CCMD
1785
Cypress Capital Management (Delaware)
Delaware
$243K +$243K +1,470 New
CWM
1786
Cedar Wealth Management
California
$242K +$11.2K +68 +5%
HCP
1787
Hexagon Capital Partners
Arkansas
$242K +$25.9K +157 +12%
SG
1788
Somerset Group
Minnesota
$241K +$8.25K +50 +4%
AWM
1789
AllSquare Wealth Management
New York
$241K +$8.25K +50 +4%
RT
1790
Rockland Trust
Massachusetts
$240K -$20.2K -122 -8%
KPW
1791
Kore Private Wealth
New York
$240K +$3.13K +19 +1%
UMC
1792
United Maritime Capital
New York
$239K -$74.2K -450 -24%
VT
1793
Vise Technologies
New York
$238K +$74.8K +454 +46%
PHIC
1794
Pine Haven Investment Counsel
Massachusetts
$237K +$7.43K +45 +3%
BFC
1795
Bedel Financial Consulting
Indiana
$237K +$118K +718 +100%
ESCM
1796
Echo Street Capital Management
New York
$236K -$14.7M -89,168 -98%
MWM
1797
Mattern Wealth Management
Kansas
$235K -$49.5K -300 -17%
AWM
1798
Accurate Wealth Management
Florida
$235K -$24K -138 -9%
GWM
1799
Geneos Wealth Management
Colorado
$234K -$45.6K -272 -16%
VC
1800
Veery Capital
Delaware
$234K -$43K -261 -16%
70 71
72
73 74