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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 %
SCA
601
Stonebridge Capital Advisors
Minnesota
$5M +$674K +4,686 +16%
MHC
602
Meyer Handelman Company
New York
$4.99M – – –
SPIO
603
Seven Post Investment Office
California
$4.98M – – –
WMSA
604
Weiss Multi-Strategy Advisers
New York
$4.98M +$4.5M +31,265 +940%
GIM
605
Grassi Investment Management
California
$4.95M -$818K -5,688 -14%
OPCM
606
Osborne Partners Capital Management
California
$4.92M +$352K +2,444 +8%
WTC
607
WhitTier Trust Company
Nevada
$4.9M -$169K -1,176 -3%
SC
608
Seldon Capital
California
$4.88M +$4.76M +33,100 +4,122%
ECM
609
ExodusPoint Capital Management
New York
$4.87M -$6.02M -41,841 -55%
TM
610
Tiger Management
New York
$4.85M +$4.85M +33,700 New
Acadian Asset Management
611
Acadian Asset Management
Massachusetts
$4.84M +$1.85M +12,892 +62%
ACA
612
Aptus Capital Advisors
Alabama
$4.84M -$2.16M -15,025 -31%
AIM
613
Aigen Investment Management
New York
$4.78M +$3.98M +27,641 +497%
BRWA
614
B. Riley Wealth Advisors
Florida
$4.75M +$738K +5,129 +18%
EWA
615
Exencial Wealth Advisors
Oklahoma
$4.74M -$490K -3,404 -9%
FFA
616
Fragasso Financial Advisors
Pennsylvania
$4.72M +$1.09M +7,586 +30%
GVAG
617
Great Valley Advisor Group
Delaware
$4.71M +$614K +4,272 +15%
CAM
618
Cresset Asset Management
Illinois
$4.68M +$361K +2,512 +8%
AAM
619
Autus Asset Management
Arizona
$4.66M -$31.1K -216 -0.7%
CSPIA
620
Cary Street Partners Investment Advisory
Virginia
$4.65M +$245K +1,700 +6%
RJT
621
Raymond James Trust
Florida
$4.6M +$99.1K +689 +2%
FT
622
Fiduciary Trust
Massachusetts
$4.6M +$218K +1,517 +5%
HVIA
623
Hudson Valley Investment Advisors
New York
$4.58M +$165K +1,149 +4%
BWL
624
Bogart Wealth LLC
Virginia
$4.57M +$625K +4,344 +16%
OHIS
625
Oak Harvest Investment Services
Texas
$4.55M -$101K -700 -2%
23 24
25
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