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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 %
MIM
476
Marco Investment Management
Georgia
$8.28M +$572K +3,980 +7%
VPIM
477
Vanguard Personalized Indexing Management
California
$8.27M +$237K +1,645 +3%
GI
478
Gradient Investments
Minnesota
$8.27M +$7.85M +54,572 +1,874%
SW
479
SVB Wealth
Massachusetts
$8.08M -$328K -2,280 -4%
RSS
480
Rosenblum Silverman Sutton
California
$7.99M -$274K -1,907 -3%
IIM
481
INTECH Investment Management
Florida
$7.9M +$2.06M +14,310 +35%
OC
482
Oppenheimer & Co
New York
$7.83M +$380K +2,639 +5%
EDRH
483
Edmond de Rothschild Holding
Switzerland
$7.83M -$7.43M -51,631 -49%
JRP
484
Jasper Ridge Partners
California
$7.79M -$9.92K -69 -0.1%
ICM
485
Invenomic Capital Management
Massachusetts
$7.74M +$1.14M +7,951 +17%
EWM
486
Edge Wealth Management
New York
$7.72M +$36K +247 +0.5%
CAPTRUST Financial Advisors
487
CAPTRUST Financial Advisors
North Carolina
$7.65M +$1.17M +8,144 +18%
BCM
488
Barrier Capital Management
California
$7.6M +$1.24M +8,630 +20%
FHA
489
First Horizon Advisors
Tennessee
$7.6M -$56.4K -392 -0.7%
AC
490
Abbrea Capital
California
$7.56M -$154K -1,073 -2%
ZCA
491
Zeke Capital Advisors
Pennsylvania
$7.53M -$25.5M -177,580 -77%
NAMM
492
NorthStar Asset Management (Massachusetts)
Massachusetts
$7.46M -$182K -1,264 -2%
BFS
493
Bradley Foster & Sargent
Connecticut
$7.45M -$1.17M -8,148 -14%
AHC
494
Adell Harriman & Carpenter
Texas
$7.43M -$786K -5,464 -10%
SAM
495
Sycomore Asset Management
France
$7.43M -$1.18M -8,058 -14%
BF
496
BOK Financial
Oklahoma
$7.38M -$1.33M -9,226 -15%
CA
497
Cullinan Associates
Kentucky
$7.36M -$288K -2,000 -4%
CGH
498
Crossmark Global Holdings
Texas
$7.35M -$85.3K -593 -1%
CAM
499
Congress Asset Management
Massachusetts
$7.31M +$1.6M +11,146 +28%
NMERB
500
New Mexico Educational Retirement Board
New Mexico
$7.31M -$547K -3,800 -7%
18 19
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