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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 %
SSB
501
Sandy Spring Bank
Maryland
$8.32M -$375K -2,272 -4%
SGDR
502
SPX Gestao de Recursos
Brazil
$8.29M +$594K +3,600 +8%
CIA
503
Covington Investment Advisors
Pennsylvania
$8.29M -$3.47K -21 -0%
Mercer Global Advisors
504
Mercer Global Advisors
Colorado
$8.27M -$1.06M -6,423 -11%
CTA
505
Chesley Taft & Associates
Illinois
$8.25M -$31K -188 -0.4%
AIM
506
Achmea Investment Management
Netherlands
$8.23M -$159K -961 -2%
BPA
507
Beacon Pointe Advisors
California
$8.21M -$4.88M -29,554 -37%
SCA
508
Stillwater Capital Advisors
Pennsylvania
$8.21M +$288K +1,743 +4%
XWM
509
Xcel Wealth Management
Florida
$8.11M +$928K +5,625 +13%
NRS
510
Neville Rodie & Shaw
New York
$8.08M -$163K -988 -2%
BAMF
511
BI Asset Management Fondsmaeglerselskab
Denmark
$8.08M +$3.02M +18,277 +60%
CWM
512
Calamos Wealth Management
Illinois
$8.04M +$195K +1,184 +2%
ACA
513
Aptus Capital Advisors
Alabama
$8.03M +$424K +2,569 +6%
GFA
514
Gifford Fong Associates
California
$7.86M – – –
ASN
515
Advisory Services Network
Georgia
$7.85M +$249K +1,512 +3%
SWM
516
Selective Wealth Management
Virginia
$7.78M +$2.69M +16,315 +53%
ALAM
517
Asahi Life Asset Management
Japan
$7.76M -$7.83M -47,450 -50%
PIM
518
Progressive Investment Management
Oregon
$7.66M +$144K +870 +2%
Nomura Holdings
519
Nomura Holdings
Japan
$7.64M -$58.2M -343,697 -88%
BCMO
520
Buckingham Capital Management (Ohio)
Ohio
$7.62M +$168K +1,018 +2%
CCM
521
Covington Capital Management
California
$7.59M -$398K -2,413 -5%
ICM
522
Invenomic Capital Management
Massachusetts
$7.57M +$7.57M +45,836 New
PAM
523
Private Asset Management
California
$7.53M +$1.29M +7,801 +21%
PTC
524
Philadelphia Trust Company
Pennsylvania
$7.5M -$1.7M -10,315 -19%
ACIM
525
Azimuth Capital Investment Management
Michigan
$7.46M +$7.46M +45,200 New
19 20
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