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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 %
WorldQuant Millennium Advisors
526
WorldQuant Millennium Advisors
New York
$6.56M +$6.56M +45,603 New
AAS
527
Annex Advisory Services
Wisconsin
$6.53M +$335K +2,329 +5%
ALAM
528
Asahi Life Asset Management
Japan
$6.49M -$272K -1,888 -4%
ACIM
529
Azimuth Capital Investment Management
Michigan
$6.49M -$15K -104 -0.2%
CCM
530
Covington Capital Management
California
$6.48M -$133K -925 -2%
JMFC
531
J.M. Forbes & Co
Massachusetts
$6.39M +$32.7K +227 +0.5%
EIM
532
Essex Investment Management
Massachusetts
$6.38M +$4.25M +29,542 +199%
CWP
533
CFM Wealth Partners
Texas
$6.3M -$87.2K -606 -1%
BCV
534
Banque Cantonale Vaudoise
Switzerland
$6.3M -$980K -6,814 -13%
IB
535
Iyo Bank
Japan
$6.26M – – –
AIM
536
Achmea Investment Management
Netherlands
$6.25M -$927K -6,444 -13%
EOJOAM
537
E. Ohman J:or Asset Management
Sweden
$6.24M -$101K -700 -2%
RIL
538
Rothschild Investment LLC
Illinois
$6.23M -$32.2K -224 -0.5%
IMRF
539
Illinois Municipal Retirement Fund
Illinois
$6.22M – – –
EI
540
Ethic Inc
New York
$6.21M +$53.9K +375 +0.9%
ER
541
EVR Research
Virginia
$6.19M +$662K +4,600 +12%
M
542
MOTCO
Texas
$6.16M +$343K +2,386 +6%
KA
543
Kintegral Advisory
New York
$6.15M – – –
HCM
544
Hillman Capital Management
Maryland
$6.12M +$44.7K +311 +0.7%
WMC
545
Westwood Management Corporation
Illinois
$6.1M -$190K -1,323 -3%
DWA
546
Douglass Winthrop Advisors
New York
$6.1M -$169K -1,172 -3%
WSFS
547
Wilmington Savings Fund Society
Delaware
$6.09M +$209K +1,452 +4%
SHGA
548
Sand Hill Global Advisors
California
$6.03M -$10.4K -72 -0.2%
AIM
549
Allen Investment Management
New York
$5.99M -$96.2K -669 -2%
SAM
550
Shell Asset Management
Netherlands
$5.97M -$1.52M -10,596 -20%
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