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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 %
CSS
351
Cubist Systematic Strategies
Connecticut
$17.9M +$5.4M +37,539 +43%
HSC
352
Harbor Spring Capital
New York
$17.8M +$2.01M +14,000 +13%
MCM
353
Maryland Capital Management
Maryland
$17.8M +$118K +822 +0.7%
BCI
354
Brinker Capital Investments
Pennsylvania
$17.7M +$3.07M +21,338 +21%
SCM
355
Silvant Capital Management
Georgia
$17.6M +$15.6M +108,197 +782%
BBA
356
Baader Bank Aktiengesellschaft
Germany
$17.5M +$6.31M +43,877 +57%
IG
357
Ithaka Group
Virginia
$17.5M -$692K -4,813 -4%
GL
358
Governors Lane
New York
$17M +$8.52M +59,200 +100%
KAS
359
Kestra Advisory Services
Texas
$17M +$563K +3,916 +3%
SSA
360
Schonfeld Strategic Advisors
New York
$16.9M -$19.6M -136,213 -54%
NW
361
NewEdge Wealth
Pennsylvania
$16.9M -$276K -1,922 -2%
BTCPP
362
Border to Coast Pensions Partnership
United Kingdom
$16.8M – – –
CNB
363
Czech National Bank
Czech Republic
$16.6M +$16.6M +115,633 New
CA
364
Cornerstone Advisors
North Carolina
$16.5M – – –
HCMG
365
Howard Capital Management Group
California
$16.3M -$60.4K -420 -0.4%
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$16.1M -$500K -3,474 -3%
PFP
367
Pinnacle Financial Partners
Tennessee
$15.9M +$3.14M +21,834 +25%
BPWM
368
Badgley Phelps Wealth Managers
Washington
$15.9M +$190K +1,321 +1%
CAM
369
ClariVest Asset Management
California
$15.7M -$949K -6,600 -6%
BBVA
370
Banco Bilbao Vizcaya Argentaria
Spain
$15.7M +$2.83M +19,601 +22%
GAM
371
Guinness Asset Management
United Kingdom
$15.7M -$305K -2,122 -2%
CT
372
Cambridge Trust
Massachusetts
$15.6M -$394K -2,737 -2%
TMAM
373
Tokio Marine Asset Management
Japan
$15.5M -$635K -4,412 -4%
GT
374
Greenleaf Trust
Michigan
$15.2M -$120K -831 -0.8%
ZIM
375
Zacks Investment Management
Illinois
$15.1M -$185K -1,283 -1%
13 14
15
16 17