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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 %
WE
2276
Wealth Effects
Massachusetts
– -$248K -1,170 Closed
CT
2277
Coastline Trust
Rhode Island
– -$248K -1,170 Closed
HWA
2278
HCR Wealth Advisors
California
– -$248K -1,167 Closed
SAM
2279
Strategy Asset Managers
California
– -$245K -1,154 Closed
FFG
2280
Frisch Financial Group
New York
– -$245K -1,152 Closed
FGIM
2281
First Growth Investment Manager
California
– -$244K -1,150 Closed
CC
2282
Callan Capital
California
– -$244K -1,150 Closed
TCM
2283
Tufton Capital Management
Maryland
– -$244K -1,150 Closed
FAFN
2284
First Affirmative Financial Network
Colorado
– -$243K -1,147 Closed
UAS
2285
United Asset Strategies
New York
– -$242K -1,142 Closed
DIP
2286
DT Investment Partners
Pennsylvania
– -$242K -1,140 Closed
SNBOSD
2287
Security National Bank of So Dak
Iowa
– -$241K -1,135 Closed
SIA
2288
Soltis Investment Advisors
Utah
– -$240K -1,133 Closed
CCFM
2289
Clear Creek Financial Management
Washington
– -$239K -1,126 Closed
GLA
2290
Good Life Advisors
Pennsylvania
– -$238K -1,122 Closed
CA
2291
Cornerstone Advisory
Maryland
– -$237K -1,117 Closed
FAN
2292
Financial Advisors Network
California
– -$237K -1,116 Closed
FH
2293
FWG Holdings
Florida
– -$237K -1,114 Closed
OWM
2294
Opes Wealth Management
California
– -$236K -1,111 Closed
EP
2295
EPIQ Partners
Minnesota
– -$235K -1,107 Closed
LNWTC
2296
Laird Norton Wetherby Trust Company
Washington
– -$233K -1,102 Closed
CA
2297
CV Advisors
Florida
– -$233K -1,100 Closed
TCM
2298
Triumph Capital Management
Colorado
– -$233K -1,099 Closed
FNWM
2299
Financial Network Wealth Management
Utah
– -$233K -1,096 Closed
OAM
2300
Oak Asset Management
California
– -$231K -1,088 Closed
90 91
92
93 94