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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 %
BCP
2251
Berkeley Capital Partners
Georgia
– -$287K -1,353 Closed
DL
2252
DOHJ LLC
Washington
– -$286K -1,348 Closed
PM
2253
Parametrica Management
Hong Kong
– -$286K -1,347 Closed
HHGA
2254
Halbert Hargrove Global Advisors
California
– -$286K -1,345 Closed
SXL
2255
Summit X LLC
Missouri
– -$284K -1,344 Closed
TC
2256
Titleist Capital
Texas
– -$283K -1,333 Closed
KWM
2257
Kolinsky Wealth Management
New Jersey
– -$282K -1,326 Closed
ZF
2258
Zhang Financial
Michigan
– -$277K -1,305 Closed
CL
2259
Choreo LLC
Illinois
– -$273K -1,286 Closed
PGWM
2260
Parisi Gray Wealth Management
New Jersey
– -$270K -1,274 Closed
HCA
2261
Heck Capital Advisors
Wisconsin
– -$268K -1,264 Closed
PFC
2262
Phocas Financial Corp
California
– -$266K -1,255 Closed
CBN
2263
Cadence Bank NA
Texas
– -$264K -1,244 Closed
SMC
2264
Smith, Moore & Co
Missouri
– -$262K -1,234 Closed
SAM
2265
Smithbridge Asset Management
Pennsylvania
– -$259K -1,219 Closed
LCM
2266
Leisure Capital Management
California
– -$258K -1,213 Closed
HIP
2267
HUB Investment Partners
Texas
– -$257K -1,209 Closed
FC
2268
Forte Capital
New York
– -$305K -1,199 Closed
SFG
2269
Sather Financial Group
Texas
– -$253K -1,191 Closed
ICA
2270
Infrastructure Capital Advisors
New York
– -$253K -1,191 Closed
LA
2271
LexAurum Advisors
Kansas
– -$251K -1,184 Closed
SWM
2272
SFG Wealth Management
Maryland
– -$251K -1,180 Closed
ETCM
2273
Evolutionary Tree Capital Management
Virginia
– -$251K -1,180 Closed
DAM
2274
Diamant Asset Management
Connecticut
– -$248K -1,170 Closed
MAG
2275
MRA Advisory Group
New Jersey
– -$248K -1,170 Closed
89 90
91
92 93