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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 %
NAM
401
NorthCrest Asset Manangement
Minnesota
$12.6M +$354K +2,462 +3%
AWM
402
AE Wealth Management
Kansas
$12.6M +$6.37M +44,277 +103%
CAN
403
Cetera Advisor Networks
California
$12.5M +$1.67M +11,585 +15%
IAIM
404
Industrial Alliance Investment Management
Quebec, Canada
$12.4M -$617K -4,290 -5%
GIP
405
Granite Investment Partners
California
$12.4M -$2.73M -18,946 -18%
BIM
406
Bridges Investment Management
Nebraska
$12.3M -$122K -847 -1%
DIA
407
Davidson Investment Advisors
Montana
$12.1M +$480K +3,340 +4%
DWM
408
Doyle Wealth Management
Florida
$12M +$389K +2,701 +3%
SAM
409
Securian Asset Management
Minnesota
$12M +$61.4K +427 +0.5%
TP
410
Thunderbird Partners
United Kingdom
$11.8M +$11.8M +82,333 New
WB
411
WesBanco Bank
West Virginia
$11.7M -$4.47M -31,050 -28%
Lido Advisors
412
Lido Advisors
California
$11.7M +$370K +2,571 +3%
MMC
413
Mizuho Markets Cayman
Cayman Islands
$11.6M +$3.24M +22,505 +39%
Cerity Partners
414
Cerity Partners
New York
$11.5M -$153K -1,064 -1%
TAM
415
Trillium Asset Management
Massachusetts
$11.5M -$395K -2,744 -3%
PCMC
416
Paragon Capital Management (Colorado)
Colorado
$11.4M – – –
AI
417
Atria Investments
North Carolina
$11.3M -$205K -1,422 -2%
CRC
418
Curi RMB Capital
Illinois
$11.3M -$16.4M -114,337 -59%
CC
419
Cornerstone Capital
California
$11.3M -$19.4K -135 -0.2%
KRS
420
Kentucky Retirement Systems
Kentucky
$11.2M +$597K +4,149 +6%
ET
421
Equitable Trust
Tennessee
$11.1M -$641K -4,458 -5%
BVDMP
422
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$11.1M +$1.91M +13,000 +21%
YC
423
Yarbrough Capital
Tennessee
$11M – – –
OPERF
424
Oregon Public Employees Retirement Fund
Oregon
$10.9M -$266K -1,851 -2%
BIM
425
Bridgecreek Investment Management
Oklahoma
$10.9M +$5.03K +35 +0%
15 16
17
18 19