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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 %
AssetMark Inc
626
AssetMark Inc
California
$4.52M +$573K +3,983 +15%
PCM
627
Parsons Capital Management
Rhode Island
$4.51M -$545K -3,792 -11%
BOTW
628
Bank of the West
California
$4.5M +$47.8K +332 +1%
MS
629
Maven Securities
Jersey
$4.49M +$944K +6,561 +27%
FG
630
Fiduciary Group
Georgia
$4.43M -$276K -1,766 -6%
SWIG
631
Strategic Wealth Investment Group
Kentucky
$4.41M +$374K +2,601 +9%
AAM
632
Azzad Asset Management
Virginia
$4.41M +$48.1K +296 +1%
FPCM
633
Financial Partners Capital Management
New York
$4.41M +$40.3K +280 +0.9%
SRC
634
Shufro Rose & Co
New York
$4.34M +$76.7K +533 +2%
WB
635
Webster Bank
Connecticut
$4.32M +$24K +167 +0.6%
SAM
636
SP Asset Management
California
$4.32M – – –
GAAM
637
Guinness Atkinson Asset Management
California
$4.32M – – –
AWM
638
Axxcess Wealth Management
California
$4.32M +$929K +6,456 +27%
USPCM
639
Union Square Park Capital Management
New York
$4.32M +$4.32M +30,000 New
PP
640
Prudential plc
United Kingdom
$4.31M +$219K +1,526 +5%
WF
641
WoodTrust Financial
Wisconsin
$4.31M +$177K +1,228 +4%
OSAM
642
O'Shaughnessy Asset Management
Connecticut
$4.31M -$69.6K -484 -2%
PSC
643
Prentiss Smith & Co
Vermont
$4.28M -$16.4K -114 -0.4%
LOAME
644
Lombard Odier Asset Management (Europe)
United Kingdom
$4.28M -$316K -2,195 -7%
SWP
645
Stratos Wealth Partners
Ohio
$4.23M -$170K -1,182 -4%
BJL
646
Brighton Jones LLC
Washington
$4.21M -$124K -859 -3%
DY
647
Dowling & Yahnke
California
$4.16M +$47.5K +330 +1%
SCM
648
Sandler Capital Management
New York
$4.14M -$11.1M -76,986 -73%
KPWS
649
Kestra Private Wealth Services
Texas
$4.12M -$788K -5,479 -16%
SA
650
Strategic Advisors
New York
$4.1M -$123K -852 -3%
24 25
26
27 28