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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 %
CC
2226
Corton Capital
Ontario, Canada
– -$424K -1,999 Closed
ACM
2227
Absolute Capital Management
Pennsylvania
– -$403K -1,900 Closed
PFG
2228
PAX Financial Group
Texas
– -$403K -1,898 Closed
FHC
2229
First Heartland Consultants
Missouri
– -$394K -1,860 Closed
FI
2230
Fosun International
China
– -$387K -1,800 Closed
PIM
2231
Parker Investment Management
California
– -$377K -1,776 Closed
AG
2232
AIA Group
Hong Kong
– -$375K -1,766 Closed
FSA
2233
Financial Sense Advisors
California
– -$371K -1,746 Closed
FPA
2234
First Pacific Advisors
California
– -$370K -1,745 Closed
PCM
2235
Poehling Capital Management
Wisconsin
– -$368K -1,734 Closed
ICM
2236
Ionic Capital Management
New York
– -$364K -1,715 Closed
WCM
2237
Wedge Capital Management
North Carolina
– -$350K -1,647 Closed
OPOWM
2238
One Plus One Wealth Management
Florida
– -$346K -1,629 Closed
LA
2239
Latitude Advisors
Florida
– -$341K -1,606 Closed
CPWM
2240
Cypress Point Wealth Management
Texas
– -$328K -1,543 Closed
GWANC
2241
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$325K -1,529 Closed
GJIC
2242
Gamble Jones Investment Counsel
California
– -$322K -1,515 Closed
LIM
2243
Leavell Investment Management
Alabama
– -$315K -1,482 Closed
FMC
2244
First Merchants Corp
Indiana
– -$314K -1,477 Closed
PAG
2245
Paladin Advisory Group
Iowa
– -$312K -1,474 Closed
AFWM
2246
AMJ Financial Wealth Management
Virginia
– -$312K -1,469 Closed
JSW
2247
Journey Strategic Wealth
New Jersey
– -$310K -1,458 Closed
SW
2248
Solidarity Wealth
Utah
– -$278K -1,454 Closed
ZIC
2249
ZWJ Investment Counsel
Georgia
– -$297K -1,397 Closed
WBCM
2250
Wilson & Boucher Capital Management
California
– -$291K -1,370 Closed
88 89
90
91 92