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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 %
CCB
976
Country Club Bank
Missouri
$1.8M +$635K +3,722 +54%
CAM
977
CenterStar Asset Management
Illinois
$1.8M -$964K – –
BP
978
Ballentine Partners
Massachusetts
$1.79M +$46.7K +283 +3%
TSWM
979
Triangle Securities Wealth Management
North Carolina
$1.79M +$61.1K +370 +4%
GI
980
GS Investments
Minnesota
$1.78M +$35.3K +192 +2%
IFWM
981
Institute for Wealth Management
Colorado
$1.77M +$39.9K +242 +2%
LWAC
982
Laurel Wealth Advisors (California)
California
$1.77M -$87.6K -531 -5%
AFC
983
AFT Forsyth & Company
Florida
$1.77M -$25.6K -155 -1%
KAM
984
Karani Asset Management
New York
$1.77M +$680K +4,122 +63%
RSVP
985
Ramsay Stattman Vela & Price
Colorado
$1.76M +$101K +615 +6%
BCM
986
Boltwood Capital Management
California
$1.75M -$49.5K -300 -3%
BB
987
Bell Bank
North Dakota
$1.75M +$242K +1,466 +16%
PGFC
988
Peapack-Gladstone Financial Corp
New Jersey
$1.74M +$185K +1,119 +12%
QCM
989
Quantinno Capital Management
New York
$1.74M +$913K +5,533 +110%
GBT
990
Grove Bank & Trust
Florida
$1.74M -$103K -626 -6%
ONSWM
991
Old North State Wealth Management
North Carolina
$1.73M +$1.73M +10,482 New
TAM
992
Trust Asset Management
Texas
$1.73M +$160K +968 +10%
EFM
993
E Fund Management
China
$1.73M -$5.45K -33 -0.3%
CCA
994
Checchi Capital Advisers
California
$1.73M +$303K +1,645 +21%
DPIM
995
Duff & Phelps Investment Management
Illinois
$1.72M – – –
IIA
996
IPG Investment Advisors
California
$1.72M +$8.42K +51 +0.5%
SBH
997
Segall Bryant & Hamill
Illinois
$1.72M +$40.7K +247 +2%
PJSIMP
998
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.71M -$479K -2,720 -22%
SC
999
Savant Capital
Illinois
$1.71M +$61.9K +375 +4%
BPGAM
1000
BTG Pactual Global Asset Management
Bermuda
$1.71M -$118K -714 -6%
38 39
40
41 42