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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 %
BCM
2076
Bourgeon Capital Management
Connecticut
$5K – – –
RIM
2077
Ranger Investment Management
Texas
$5K – – –
PP
2078
Pacifica Partners
Canada
$5K – – –
MWA
2079
Moser Wealth Advisors
Washington
$5K – – –
MBFW
2080
Morton Brown Family Wealth
Pennsylvania
$5K – – –
ETI
2081
Enterprise Trust & Investment
California
$5K +$5K +28 New
IAMOG
2082
Investors Asset Management of Georgia
Georgia
$5K +$5K +33 New
BG
2083
Bollard Group
Massachusetts
$4K -$48.8K -305 -92%
CWA
2084
Carolina Wealth Advisors
South Carolina
$4K – – –
LSA
2085
Lansing Street Advisors
Pennsylvania
$4K – – –
PCA
2086
Providence Capital Advisors
North Carolina
$4K – – –
RBC
2087
Roble Belko & Company
Pennsylvania
$4K – – –
YAL
2088
Your Advocates Ltd
Texas
$4K – – –
IHWM
2089
Iron Horse Wealth Management
Iowa
$4K +$667 +4 +20%
JMF
2090
Johnson Midwest Financial
Iowa
$3K – – –
IWP
2091
IAG Wealth Partners
Wisconsin
$3K – – –
ST
2092
Sageworth Trust
Pennsylvania
$3K – – –
LWA
2093
Lowe Wealth Advisors
Maryland
$3K – – –
FEG
2094
Financial Enhancement Group
Indiana
$3K – – –
LPWM
2095
Lake Point Wealth Management
Texas
$3K – – –
CP
2096
Castleview Partners
Texas
$2.32K -$36.2K -3,244 -94%
BRWM
2097
B. Riley Wealth Management
Tennessee
$2.18K -$288 -1,744 -12%
FSWA
2098
Financial Synergies Wealth Advisors
Texas
$2.15K +$2.15K +13 New
DCM
2099
Davidson Capital Management
Texas
$2K -$783K -5,875 -100%
Simplex Trading
2100
Simplex Trading
Illinois
$2K -$25K -200 -93%
82 83
84
85 86