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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 %
PO
2051
Private Ocean
California
$12K -$3.12K -20 -21%
FNBOSM
2052
First National Bank of South Miami
Florida
$11K -$2.71K -17 -20%
AA
2053
AlphaMark Advisors
Kentucky
$11K – – –
JPLA
2054
Joseph P. Lucia & Associates
New York
$10K – – –
BAM
2055
Byrne Asset Management
New Jersey
$9K -$826K -5,049 -99%
PCC
2056
Park Circle Company
Maryland
$9K – – –
VRM
2057
Vectors Research Management
New York
$9K +$7.64K +45 +563%
TWP
2058
TFO Wealth Partners
Ohio
$9K +$9K +54 New
AW
2059
Avion Wealth
Texas
$9K +$9K +57 New
CMP
2060
Coston McIsaac & Partners
Maine
$9K +$9K +57 New
MFC
2061
Mechanics Financial Corp
Ohio
$8K – – –
PP
2062
PrairieView Partners
Minnesota
$8K – – –
SL
2063
Savior LLC
Massachusetts
$8K +$8K +50 New
EIP
2064
Ellis Investment Partners
Pennsylvania
$7K – – –
ARMC
2065
American Research & Management Company
Massachusetts
$7K – – –
RCM
2066
Raleigh Capital Management
North Carolina
$7K – – –
MIM
2067
Macroview Investment Management
Maryland
$7K – – –
DI
2068
Disciplined Investments
Oklahoma
$7K +$955 +6 +16%
SC
2069
Schubert & Co
Texas
$7K +$4.27K +25 +156%
SFG
2070
Steward Financial Group
Texas
$7K +$5.21K +35 +292%
SMG
2071
Spectrum Management Group
Indiana
$7K +$7K +40 New
HF
2072
Halpern Financial
Virginia
$6.11K +$6.11K +37 New
TF
2073
TimeScale Financial
Massachusetts
$6K – – –
DWA
2074
Delos Wealth Advisors
Texas
$6K – – –
LFA
2075
Level Financial Advisors
New York
$6K +$6K +36 New
81 82
83
84 85