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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 %
PIA
1851
Pinion Investment Advisors
Kansas
$213K -$24.3K -147 -10%
1WM
1852
1900 Wealth Management
Texas
$211K +$17.1K +103 +9%
CWM
1853
Curi Wealth Management
North Carolina
$211K +$17.3K +105 +9%
HIC
1854
Holderness Investments Company
North Carolina
$210K -$18.9K -115 -8%
CCP
1855
Carmel Capital Partners
California
$210K +$9.9K +60 +5%
CWA
1856
Clarity Wealth Advisors
California
$209K +$18.9K +115 +10%
NHC
1857
Nicholas Hoffman & Company
Georgia
$208K – – –
JWM
1858
Janiczek Wealth Management
Colorado
$208K +$64.2K +348 +45%
CF
1859
Cantor Fitzgerald
New York
$208K +$208K +1,262 New
ANBT
1860
American National Bank & Trust
Texas
$207K – – –
PCM
1861
Princeton Capital Management
New Jersey
$207K +$494 +3 +0.2%
PA
1862
PFG Advisors
Arizona
$207K +$12.5K +76 +6%
FPCG
1863
Fort Pitt Capital Group
Pennsylvania
$207K +$22.9K +139 +12%
BW
1864
Bison Wealth
Georgia
$206K -$76.5K -464 -27%
OWA
1865
Opal Wealth Advisors
New York
$206K -$66.7K -405 -24%
DA
1866
DCF Advisers
Connecticut
$206K +$206K +1,250 New
KA
1867
Klingman & Associates
New York
$205K +$7.25K +44 +4%
AWA
1868
Arete Wealth Advisors
Illinois
$204K -$106K -642 -34%
WDG
1869
Wealth Dimensions Group
Ohio
$204K -$5.79K -35 -3%
LFASL
1870
Lugano Financial Advisors SA (LFA)
Switzerland
$204K +$43.2K +262 +27%
SFG
1871
Sovereign Financial Group
Connecticut
$203K -$77.4K -468 -28%
PCA
1872
Peddock Capital Advisors
Massachusetts
$203K – – –
JF
1873
JSF Financial
California
$203K +$17.7K +107 +10%
SIA
1874
Strategic Investment Advisors
Michigan
$203K +$203K +1,233 New
CA
1875
CoreCap Advisors
Michigan
$202K -$22.5K -136 -10%
73 74
75
76 77