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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 %
WF
651
WoodTrust Financial
Wisconsin
$4.74M +$288K +1,743 +6%
DY
652
Dowling & Yahnke
California
$4.72M -$122K -738 -3%
GVAG
653
Great Valley Advisor Group
Delaware
$4.7M +$1.47M +8,926 +46%
PP
654
Prudential plc
United Kingdom
$4.7M -$990K -5,999 -17%
AAM
655
Azzad Asset Management
Virginia
$4.69M +$2.06M +11,783 +78%
FLPIM
656
F.L. Putnam Investment Management
Massachusetts
$4.67M -$35.5K -215 -0.8%
CK
657
Cohen Klingenstein
New York
$4.67M – – –
SWIG
658
Strategic Wealth Investment Group
Kentucky
$4.63M +$311K +1,887 +7%
BRWA
659
B. Riley Wealth Advisors
Florida
$4.6M -$963K -5,835 -17%
GLAM
660
Gardner Lewis Asset Management
Pennsylvania
$4.6M +$862K +5,225 +23%
KAS
661
Kemnay Advisory Services
New York
$4.59M – – –
LGF
662
LGT Group Foundation
Liechtenstein
$4.58M +$2.64K +16 +0.1%
CIG
663
Consolidated Investment Group
Colorado
$4.56M – – –
TI
664
Tidal Investments
Wisconsin
$4.54M -$1.14M -6,887 -20%
AssetMark Inc
665
AssetMark Inc
California
$4.52M +$1.22M +7,403 +37%
BWL
666
Bogart Wealth LLC
Virginia
$4.52M +$636K +3,856 +16%
TCOK
667
Trust Company of Kansas
Kansas
$4.52M -$748K -4,534 -14%
BZWA
668
Blue Zone Wealth Advisors
California
$4.48M +$53.5K +324 +1%
FF
669
FourThought Financial
Florida
$4.45M +$344K +2,082 +8%
JCM
670
Jag Capital Management
Missouri
$4.45M +$705K +4,275 +19%
AAM
671
AO Asset Management
New York
$4.42M +$4.42M +26,800 New
DCM
672
Dupont Capital Management
Delaware
$4.42M -$800K -4,844 -15%
AA
673
ALPS Advisors
Colorado
$4.42M +$2.22M +13,473 +101%
TI
674
Trexquant Investment
Connecticut
$4.41M +$4.41M +26,713 New
SC
675
Scholtz & Company
Connecticut
$4.38M -$476K -2,885 -10%
25 26
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