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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 %
BDS
1901
Banco de Sabadell
Florida
$152K – – –
WPA
1902
West Paces Advisors
Georgia
$151K -$2.81K -17 -2%
FM
1903
Freemont Management
Switzerland
$148K – – –
PCG
1904
Private Capital Group
Connecticut
$147K -$13.7K -83 -9%
TSW
1905
Thompson Siegel & Walmsley
Virginia
$142K – – –
FWM
1906
Focused Wealth Management
New York
$140K -$20.6K -125 -13%
NSIM
1907
North Star Investment Management
Illinois
$138K – – –
ZIG
1908
Zullo Investment Group
Pennsylvania
$136K +$6.61K +40 +5%
WOC
1909
West Oak Capital
California
$133K -$215K -1,300 -62%
SC
1910
Seldon Capital
California
$133K – – –
WIM
1911
Westside Investment Management
California
$132K +$20.6K +550 +19%
CT
1912
Clearstead Trust
Maine
$132K -$15.2K -92 -10%
FCFS
1913
First Command Financial Services
Texas
$131K – – –
FCB
1914
First Command Bank
Texas
$131K – – –
SOW
1915
State of Wyoming
Wyoming
$128K -$204K -1,236 -61%
TFM
1916
TFC Financial Management
Massachusetts
$126K – – –
MAWCM
1917
Mine & Arao Wealth Creation & Management
California
$124K – – –
SN
1918
Sittner & Nelson
Oregon
$121K +$49.3K +300 +69%
HWA
1919
HHM Wealth Advisors
Tennessee
$119K +$15.9K +96 +15%
KA
1920
Kozak & Associates
Colorado
$118K – – –
HR
1921
Howe & Rusling
New York
$116K -$8.92K -54 -7%
MCM
1922
Magnolia Capital Management
New York
$116K – – –
UID
1923
Union Investments & Development
Israel
$116K – – –
PCH
1924
Polar Capital Holdings
United Kingdom
$115K +$101K +613,852 +756%
CWC
1925
Carolinas Wealth Consulting
North Carolina
$114K -$20.8K -126 -15%
75 76
77
78 79