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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 %
NCM
651
Novare Capital Management
North Carolina
$4.1M -$1.2M -8,326 -23%
CK
652
Cohen Klingenstein
New York
$4.07M – – –
AWMT
653
AAFMAA Wealth Management & Trust
North Carolina
$4.05M -$107K -746 -3%
FLPIM
654
F.L. Putnam Investment Management
Massachusetts
$4.03M -$44.7K -311 -1%
CCP
655
Corient Capital Partners
California
$4.03M – – –
ITFISA
656
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$4.01M -$438K -3,045 -10%
MCM
657
McRae Capital Management
New Jersey
$3.97M -$2.48M -17,225 -38%
CIG
658
Consolidated Investment Group
Colorado
$3.97M – – –
MWM
659
Marietta Wealth Management
Georgia
$3.97M +$201K +1,394 +5%
M
660
Mirova
France
$3.97M -$371K -2,582 -9%
TI
661
Tidal Investments
Wisconsin
$3.95M -$7.91K -55 -0.2%
FDCDDQ
662
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.92M +$494K +3,432 +14%
GLAM
663
Gardner Lewis Asset Management
Pennsylvania
$3.9M -$104K -720 -3%
MP
664
Marlowe Partners
New York
$3.88M -$1.73M -12,053 -31%
BFEC
665
Benjamin F. Edwards & Company
Missouri
$3.86M +$229K +1,594 +6%
SGDR
666
SPX Gestao de Recursos
Brazil
$3.84M -$3.38M -23,470 -47%
UC
667
Unio Capital
New Jersey
$3.83M -$1.78M -12,378 -32%
MGWM
668
Marks Group Wealth Management
Minnesota
$3.81M +$94.8K +659 +3%
DBG
669
De Burlo Group
Massachusetts
$3.8M +$3.8M +26,404 New
SAM
670
Shikiar Asset Management
New York
$3.79M -$29.2K -203 -0.8%
BZWA
671
Blue Zone Wealth Advisors
California
$3.77M -$136K -945 -3%
CC
672
Codex Capital
New York
$3.76M -$561K -3,900 -13%
ECM
673
Everence Capital Management
Indiana
$3.75M -$1.12M -7,780 -23%
PVH
674
Psagot Value Holdings
Israel
$3.75M -$58.5K -407 -2%
CA
675
Crewe Advisors
Utah
$3.72M +$3.42M +23,772 +1,127%
25 26
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