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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 %
LCS
2201
Levin Capital Strategies
New York
– -$742K -3,495 Closed
LSA
2202
L & S Advisors
California
– -$715K -3,366 Closed
CC
2203
Caxton Corporation
New Jersey
– -$699K -3,294 Closed
WFI
2204
West Family Investments
California
– -$685K -3,227 Closed
CCFP
2205
Charles Carroll Financial Partners
Massachusetts
– -$685K -3,225 Closed
AI
2206
Atom Investors
Texas
– -$676K -3,183 Closed
WPW
2207
Warther Private Wealth
Ohio
– -$669K -3,152 Closed
FC
2208
FORA Capital
Florida
– -$655K -3,047 Closed
MFS
2209
Monetta Financial Services
Illinois
– -$637K -3,000 Closed
TFA
2210
Teamwork Financial Advisors
Texas
– -$611K -2,876 Closed
CP
2211
Cumberland Partners
Ontario, Canada
– -$605K -2,850 Closed
HSA
2212
Hussman Strategic Advisors
Maryland
– -$552K -2,600 Closed
MAC
2213
Mason & Associates (California)
California
– -$545K -2,565 Closed
PC
2214
Periscope Capital
Ontario, Canada
– -$538K -2,536 Closed
GSC
2215
G&S Capital
Colorado
– -$531K -2,503 Closed
Fayez Sarofim & Co
2216
Fayez Sarofim & Co
Texas
– -$530K -2,496 Closed
CIA
2217
Choate Investment Advisors
Massachusetts
– -$512K -2,414 Closed
ISWM
2218
Independent Solutions Wealth Management
New York
– -$511K -2,405 Closed
JM
2219
Jeneq Management
New York
– -$510K -2,400 Closed
MYIA
2220
Mount Yale Investment Advisors
Colorado
– -$482K -2,271 Closed
GWM
2221
GSB Wealth Management
Connecticut
– -$480K -2,262 Closed
TA
2222
TKG Advisors
Indiana
– -$468K -2,206 Closed
Two Sigma Advisers
2223
Two Sigma Advisers
New York
– -$467K -2,200 Closed
FFG
2224
Fortem Financial Group
California
– -$465K -2,190 Closed
MSR
2225
Main Street Research
Connecticut
– -$443K -2,085 Closed
87 88
89
90 91