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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 %
CA
2101
Centerpoint Advisors
Massachusetts
$2K – – –
TIM
2102
Tevis Investment Management
Texas
$2K +$2K +15 New
FCT
2103
First Community Trust
Iowa
$2K +$2K +15 New
IAIM
2104
International Assets Investment Management
Florida
$1.05K -$72 -438 -6%
HS
2105
Horan Securities
United States
$1K -$2K -8 -67%
AFS
2106
Annapolis Financial Services
Maryland
$1K -$400 -2 -29%
CWM
2107
Cranbrook Wealth Management
Michigan
$1K – – –
JIR
2108
James Investment Research
Ohio
$1K – – –
UFF
2109
USA Financial Formulas
Michigan
$1K – – –
MAM
2110
Marquette Asset Management
Minnesota
$1K – – –
UIA
2111
Ulland Investment Advisors
Minnesota
$1K – – –
ACK
2112
Andrew C. Karlinski
$1K – – –
DSC
2113
Duncker Streett & Co
Missouri
$1K – – –
TFA
2114
Transamerica Financial Advisors
Florida
$1K +$1K +7 New
WOSD
2115
WFA of San Diego
California
$1K +$1K +9 New
MFT
2116
Moisand Fitzgerald Tamayo
Florida
$1K +$1K +9 New
PI
2117
PEAK6 Investments
Illinois
$883 -$8.56M -38,758 -100%
SC
2118
Stephens Consulting
Michigan
$660 – – –
FGAM
2119
Financial Gravity Asset Management
Texas
$551 +$373 +2,311 +210%
HT
2120
HighTower Trust
Texas
$498 +$126 +751 +34%
MGIM
2121
M&G Investment Management
United Kingdom
$423 +$27 +164 +7%
RDIA
2122
RE Dickinson Investment Advisors
Iowa
$1 – – –
PC
2123
PointState Capital
New York
– -$184M -866,602 Closed
DPCM
2124
Darlington Partners Capital Management
California
– -$137M -688,253 Closed
MSV
2125
MN Services Vermogensbeheer
Netherlands
– -$140M -657,312 Closed
83 84
85
86 87