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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 %
CTA
501
Chesley Taft & Associates
Illinois
$7.26M +$65.6K +456 +0.9%
XWM
502
Xcel Wealth Management
Florida
$7.24M +$170K +1,185 +2%
VRS
503
Virginia Retirement Systems
Virginia
$7.24M +$7.24M +50,300 New
CIA
504
Covington Investment Advisors
Pennsylvania
$7.22M – – –
FSCM
505
First Sabrepoint Capital Management
Texas
$7.19M -$2.88M -20,000 -29%
SSB
506
Sandy Spring Bank
Maryland
$7.18M -$75.8K -527 -1%
NAM
507
Nexpoint Asset Management
Texas
$7.17M -$1.47M -10,191 -17%
FVWA
508
Foster Victor Wealth Advisors
South Carolina
$7.12M +$484K +3,111 +7%
SCA
509
Stillwater Capital Advisors
Pennsylvania
$7.1M -$61.1K -425 -0.9%
CWM
510
Calamos Wealth Management
Illinois
$7.06M +$50.1K +348 +0.7%
EGA
511
Eagle Global Advisors
Texas
$7.05M -$664K -4,614 -9%
Verition Fund Management
512
Verition Fund Management
Connecticut
$7.03M +$2.37M +16,510 +51%
PTC
513
Philadelphia Trust Company
Pennsylvania
$7.03M +$495K +3,443 +8%
Credit Agricole
514
Credit Agricole
France
$7.03M -$579K -4,028 -8%
PAM
515
Private Asset Management
California
$6.97M +$410K +2,853 +6%
VLKIM
516
Van Lanschot Kempen Investment Management
Netherlands
$6.94M +$6.27M +43,608 +939%
BCMO
517
Buckingham Capital Management (Ohio)
Ohio
$6.88M +$240K +1,671 +4%
GFA
518
Gifford Fong Associates
California
$6.85M – – –
PIM
519
Progressive Investment Management
Oregon
$6.69M +$14.1K +98 +0.2%
ZCM
520
Ziegler Capital Management
Illinois
$6.69M -$3.27M -22,704 -33%
CI
521
Carroll Investors
South Carolina
$6.68M +$491K +3,410 +8%
Mercer Global Advisors
522
Mercer Global Advisors
Colorado
$6.68M -$525K -3,652 -7%
ECM
523
Exchange Capital Management
Michigan
$6.64M +$318K +2,209 +5%
NRS
524
Neville Rodie & Shaw
New York
$6.63M -$419K -2,914 -6%
SWM
525
Selective Wealth Management
Virginia
$6.62M -$163K -1,134 -2%
19 20
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