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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 %
FFA
2301
Fi3 Financial Advisors
Indiana
– -$231K -1,086 Closed
SFWA
2302
Summit Financial Wealth Advisors
Louisiana
– -$230K -1,085 Closed
SP
2303
Successful Portfolios
Florida
– -$230K -1,085 Closed
CICI
2304
Capital Investment Counsel Inc
North Carolina
– -$228K -1,075 Closed
SEP
2305
Southland Equity Partners
Missouri
– -$228K -1,073 Closed
TCPWM
2306
Traverso Chambers Private Wealth Management
California
– -$227K -1,071 Closed
TI
2307
TTP Investments
California
– -$227K -1,070 Closed
GWM
2308
Gray Wealth Management
Maine
– -$226K -1,063 Closed
OFG
2309
Oxford Financial Group
Indiana
– -$225K -1,061 Closed
SGK
2310
Steigerwald Gordon & Koch
Virginia
– -$223K -1,052 Closed
SPP
2311
Single Point Partners
Massachusetts
– -$223K -1,050 Closed
BMC
2312
Beaton Management Company
Massachusetts
– -$223K -1,048 Closed
WCM
2313
Weik Capital Management
Pennsylvania
– -$221K -1,040 Closed
LWM
2314
Loveless Wealth Management
Montana
– -$221K -1,040 Closed
WTB
2315
Washington Trust Bank
Washington
– -$221K -1,039 Closed
CBA
2316
Coastal Bridge Advisors
Connecticut
– -$220K -1,037 Closed
CSA
2317
Cottage Street Advisors
Massachusetts
– -$220K -1,035 Closed
LIA
2318
LBMC Investment Advisors
Tennessee
– -$219K -1,030 Closed
AIP
2319
Almanack Investment Partners
Pennsylvania
– -$218K -1,027 Closed
ORC
2320
O'Rourke & Company
Massachusetts
– -$218K -1,025 Closed
DLA
2321
Douglas Lane & Associates
New York
– -$217K -1,021 Closed
NPA
2322
Nichols & Pratt Advisers
Massachusetts
– -$217K -1,020 Closed
VC
2323
Veracity Capital
Georgia
– -$216K -1,019 Closed
NWM
2324
NEIRG Wealth Management
Massachusetts
– -$216K -1,017 Closed
CC
2325
Cadinha & Co
Hawaii
– -$216K -1,016 Closed
91 92
93
94 95