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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 %
GWSG
751
GPS Wealth Strategies Group
Colorado
$3.45M -$375K -2,272 -10%
Acadian Asset Management
752
Acadian Asset Management
Massachusetts
$3.43M +$970K +5,877 +39%
OCM
753
Once Capital Management
New York
$3.43M – – –
KCM
754
Karp Capital Management
California
$3.39M -$777K -4,708 -19%
TFS
755
Thoroughbred Financial Services
Tennessee
$3.39M +$91.4K +554 +3%
H
756
HoyleCohen
California
$3.39M +$323K +1,960 +11%
PFM
757
Privium Fund Management
Netherlands
$3.38M +$2.75M +16,641 +437%
SIP
758
Stoneridge Investment Partners
Pennsylvania
$3.37M -$384K -2,325 -10%
BCA
759
Bray Capital Advisors
Florida
$3.37M +$20.6K +125 +0.6%
QIM
760
Quest Investment Management
Oregon
$3.37M -$6.61M -40,042 -66%
GP
761
Girard Partners
Pennsylvania
$3.35M -$151K -914 -4%
GIA
762
Gladstone Institutional Advisory
Florida
$3.34M -$217K -1,316 -6%
IWC
763
Integrated Wealth Concepts
Massachusetts
$3.34M +$687K +4,163 +26%
LFRG
764
Lazard Frères Gestion
France
$3.33M – – –
GPTE
765
Generali Powszechne Towarzystwo Emerytalne
Poland
$3.32M – – –
MAM
766
Mark Asset Management
New York
$3.3M +$3.3M +20,000 New
AWA
767
Arkadios Wealth Advisors
Georgia
$3.28M +$1.49M +9,024 +83%
SNB
768
Security National Bank
Nebraska
$3.27M +$56.8K +344 +2%
SC
769
SouthState Corp
Florida
$3.25M -$102K -617 -3%
ACM
770
Aljian Capital Management
Nevada
$3.25M -$57.9K -355 -2%
KOCAA
771
Knights of Columbus Asset Advisors
Connecticut
$3.24M +$30.4K +184 +0.9%
WIA
772
Westbourne Investment Advisors
Maryland
$3.24M +$967K +5,861 +43%
ZB
773
Zions Bancorporation
Utah
$3.22M +$98.5K +597 +3%
LFAS
774
Level Four Advisory Services
Texas
$3.19M +$366K +2,219 +13%
ECM
775
Element Capital Management
New York
$3.19M +$1.06M +6,438 +50%
29 30
31
32 33