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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 %
ACA
1801
Affinity Capital Advisors
California
$234K -$10.7K -65 -4%
DI
1802
DFPG Investments
Utah
$234K -$7.21K -43 -3%
CCMW
1803
Cypress Capital Management (Wyoming)
Wyoming
$234K – – –
GWS
1804
Glassman Wealth Services
Virginia
$234K +$61.3K +372 +35%
WA
1805
Wealth Architects
California
$233K -$21K -127 -8%
MSA
1806
Marino Stram & Associates
Massachusetts
$233K – – –
NCM
1807
Nelson Capital Management
California
$232K -$4M -24,170 -95%
SC
1808
Sierra Capital
Florida
$232K -$10.7K -65 -4%
PSP
1809
Principal Street Partners
Tennessee
$232K +$232K +1,407 New
DWM
1810
Dorchester Wealth Management
Quebec, Canada
$231K +$99K +600 +75%
TFA
1811
Toth Financial Advisory
Virginia
$231K +$221K +1,337 +2,228%
OIS
1812
Okabena Investment Services
Minnesota
$230K – – –
WMA
1813
West Michigan Advisors
Michigan
$229K -$3.63K -22 -2%
WKSWA
1814
White Knight Strategic Wealth Advisors
New Jersey
$229K +$1.65K +10 +0.7%
GHAM
1815
Gilman Hill Asset Management
Connecticut
$229K +$51.8K +313 +29%
AP
1816
Arlington Partners
Alabama
$228K -$125K -756 -35%
FNBSF
1817
First National Bank Sioux Falls
South Dakota
$228K +$2.8K +17 +1%
QTM
1818
qPULA Trading Management
New York
$228K +$29.7K +180 +15%
NGA
1819
Naples Global Advisors
Florida
$228K +$38.5K +233 +20%
AWM
1820
Activest Wealth Management
Florida
$228K +$48.1K +292 +27%
MSA
1821
McAlister Sweet & Associates
Texas
$228K +$228K +1,380 New
ITIM
1822
Indiana Trust & Investment Management
Indiana
$227K – – –
EA
1823
Echo45 Advisors
California
$226K -$97.9K -593 -30%
WWM
1824
Windsor Wealth Management
Indiana
$226K -$37.4K -216 -14%
TCBWMS
1825
Texas Capital Bank Wealth Management Services
Texas
$226K -$30.6K -185 -12%
71 72
73
74 75