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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 %
GMA
1876
Glassy Mountain Advisors
Maryland
$202K – – –
CWM
1877
Connecticut Wealth Management
Connecticut
$202K +$34K +206 +20%
HCM
1878
HMS Capital Management
Tennessee
$202K +$202K +1,226 New
FMII
1879
Farmers & Merchants Investments Inc
Nebraska
$201K -$13.1K -79 -6%
FOA
1880
Five Oceans Advisors
California
$201K -$3.31K -20 -2%
LF
1881
Lantz Financial
Illinois
$200K -$29.6K -179 -13%
TCWM
1882
Total Clarity Wealth Management
Illinois
$198K -$20.5K -124 -9%
FRA
1883
Front Row Advisors
California
$194K – – –
QC
1884
Quent Capital
New York
$194K +$27.3K +165 +16%
CFN
1885
Cordasco Financial Network
Florida
$192K – – –
EL
1886
EMFO LLC
Florida
$192K +$7.59K +46 +4%
OC
1887
Oakworth Capital
Alabama
$188K -$162K -983 -46%
VCM
1888
Versant Capital Management
Arizona
$188K +$5.6K +34 +3%
CWM
1889
Castle Wealth Management
Florida
$188K +$188K +1,142 New
CSB
1890
City State Bank
Iowa
$179K -$4.94K -30 -3%
GCS
1891
Gordian Capital (Singapore)
Singapore
$178K – – –
CAC
1892
Core Alternative Capital
Georgia
$178K +$165 +1 +0.1%
EWM
1893
Endurance Wealth Management
Rhode Island
$174K – – –
DMBA
1894
Deseret Mutual Benefit Administrators
Utah
$174K +$22.2K +134 +15%
SFO
1895
Standard Family Office
South Dakota
$173K +$173K +1,046 New
WB
1896
West Bancorporation
Iowa
$170K -$2.31K -14 -1%
JCP
1897
Jennifer C. Price
$165K +$165K +1,000 New
SPWG
1898
Sage Private Wealth Group
Illinois
$163K +$10.9K +66 +7%
BONH
1899
Bank of New Hampshire
New Hampshire
$161K -$16.5K -100 -9%
TFS
1900
TrustCore Financial Services
Tennessee
$155K +$22.3K +135 +17%
74 75
76
77 78