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Salesforce
CRM

Overview Fund Activity

2,044 hedge funds and large institutions have $111B invested in Salesforce in 2022 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 890 increasing their positions, 832 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,044
Holders Change
-80
Holders Change %
-3.77%
% of All Funds
35.34%
Holding in Top 10
79
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.23%
% of All Funds
1.37%
New
115
Increased
890
Reduced
832
Closed
162
Calls
$3B
Puts
$3.45B
Net Calls
-$443M
Net Calls Change
-$687M

Top Buyers

1
Amundi
Amundi
France
+$447M
2
Citadel Advisors
Citadel Advisors
Florida
+$384M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$373M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$345M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$238M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.35B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$859M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$424M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$294M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
Impax Asset Management Group
251
Impax Asset Management Group
United Kingdom
$34.1M +$1.1M +7,637 +3%
Baird Financial Group
252
Baird Financial Group
Wisconsin
$33.4M -$18.8M -131,013 -36%
MFWM
253
Motley Fool Wealth Management
Virginia
$33.1M -$522K -3,627 -2%
Janney Montgomery Scott
254
Janney Montgomery Scott
Pennsylvania
$32.9M +$985K +6,847 +3%
GT
255
Glenmede Trust
Pennsylvania
$31.7M +$3.45M +23,975 +12%
NC
256
Nicholas Company
Wisconsin
$31.6M -$8.34M -58,010 -21%
GG
257
Gofen & Glossberg
Illinois
$31.1M +$475K +3,302 +2%
SMDAM
258
Sumitomo Mitsui DS Asset Management
Japan
$31.1M +$3.68M +25,587 +13%
FRAF
259
Första AP-fonden
Sweden
$30.9M +$3.57M +24,800 +13%
JCM
260
Junto Capital Management
New York
$30.5M +$16M +111,411 +110%
CAG
261
Crestwood Advisors Group
Massachusetts
$30.3M -$814K -5,657 -3%
Nisa Investment Advisors
262
Nisa Investment Advisors
Missouri
$30.3M +$821K +5,666 +3%
TAM
263
Tocqueville Asset Management
New York
$30M -$1.98M -13,738 -6%
Vontobel Holding
264
Vontobel Holding
Switzerland
$29.9M +$8.3M +56,511 +38%
WCM
265
Windward Capital Management
California
$29.9M +$38.1K +265 +0.1%
TC
266
TownSquare Capital
Utah
$29.8M +$310K +2,154 +1%
WA
267
WestEnd Advisors
North Carolina
$29.7M +$1.07M +7,463 +4%
FAF
268
Fjarde Ap-fonden
Sweden
$29.7M – – –
Mariner
269
Mariner
Kansas
$29.5M +$3.89M +27,076 +15%
PTC
270
Petrus Trust Company
Texas
$29.5M +$123K +856 +0.4%
RCM
271
Rokos Capital Management
United Kingdom
$29.4M +$1.77M +12,006 +6%
LPP
272
Long Path Partners
Connecticut
$29.2M +$4.15M +28,832 +17%
OWP
273
Obermeyer Wealth Partners
Colorado
$28.7M -$320K -2,226 -1%
TCM
274
Tran Capital Management
California
$28.7M -$1.5M -10,449 -5%
PNC Financial Services Group
275
PNC Financial Services Group
Pennsylvania
$28.3M -$819K -5,696 -3%
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