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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 %
WAM
2026
Worth Asset Management
Texas
$23K – – –
BAM
2027
Bellevue Asset Management
Washington
$22K – – –
FPB
2028
First PREMIER Bank
South Dakota
$21K – – –
MA
2029
MCF Advisors
Kentucky
$20K -$2.6K -16 -12%
CHA
2030
Carmichael Hill & Associates
Maryland
$20K +$1.51K +9 +8%
CMA
2031
Cedar Mountain Advisors
Oregon
$18K – – –
RA
2032
Rational Advisors
New York
$18K +$486 +3 +3%
DAC
2033
Dividend Assets Capital
South Carolina
$18K +$1.78K +11 +11%
FBT
2034
First Bank & Trust
South Dakota
$17K -$6.5K -39 -28%
RA
2035
Resolute Advisors
California
$17K – – –
SAM
2036
Strategic Asset Management
Minnesota
$17K – – –
BBPWM
2037
Blue Bell Private Wealth Management
Pennsylvania
$17K +$4.83K +29 +40%
SSC
2038
Syverson Strege & Co
Iowa
$17K +$12.4K +75 +268%
TAM
2039
Tucker Asset Management
Colorado
$16K -$1.98K -12 -11%
GIA
2040
GHP Investment Advisors
Colorado
$16K -$78.4K -475 -83%
LF
2041
Lee Financial
Texas
$16K +$11.2K +69 +230%
GFPC
2042
Global Financial Private Client
Florida
$15.6K +$11.8K +70 +304%
SC
2043
Steph & Co
Wisconsin
$15K -$52.7K -309 -78%
PK
2044
Pflug Koory
Nebraska
$15K – – –
Belvedere Trading
2045
Belvedere Trading
Illinois
$15K +$15K +87 New
BHWM
2046
Beaird Harris Wealth Management
Texas
$14K -$57.1K -351 -80%
AP
2047
Atwood & Palmer
Missouri
$14K +$11.5K +70 +467%
KFS
2048
Kelly Financial Services
Massachusetts
$13K – – –
DMKJ
2049
David M. Knott Jr
$13K +$13K +77 New
FP
2050
Financial Perspectives
Minnesota
$12.4K – – –
80 81
82
83 84