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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 %
SCP
676
Stamos Capital Partners
California
$3.72M +$2.8M +19,440 +303%
CDH
677
Charles D. Hyman
$3.72M +$401K +2,788 +12%
SB
678
Simmons Bank
Arkansas
$3.71M +$320K +2,224 +9%
SIC
679
Salem Investment Counselors
North Carolina
$3.7M +$293K +2,039 +9%
SCA
680
Snowden Capital Advisors
New York
$3.7M -$119K -825 -3%
Tudor Investment Corp
681
Tudor Investment Corp
Connecticut
$3.7M +$3.7M +25,688 New
AF
682
Arrow Financial
New York
$3.69M +$184K +1,278 +5%
ACM
683
Alpha Capital Management
Texas
$3.69M +$185K +1,287 +5%
IAA
684
Independent Advisor Alliance
North Carolina
$3.68M -$90.3K -628 -2%
PWS
685
Peloton Wealth Strategists
Indiana
$3.65M -$8.63K -60 -0.2%
KWM
686
Kingsview Wealth Management
Oregon
$3.65M -$3.91M -27,209 -52%
ISL
687
Ingalls & Snyder LLC
New York
$3.65M -$3.45K -24 -0.1%
PCA
688
Pallas Capital Advisors
Massachusetts
$3.62M +$175K +1,199 +5%
GCM
689
Graham Capital Management
Connecticut
$3.62M +$3.62M +25,199 New
SCM
690
Sitrin Capital Management
California
$3.62M +$65.9K +458 +2%
JCM
691
Jag Capital Management
Missouri
$3.61M -$264K -1,835 -7%
FF
692
FourThought Financial
Florida
$3.58M -$299K -2,079 -8%
EP
693
Edgestream Partners
New Jersey
$3.58M +$3.58M +24,904 New
LNWWM
694
Laird Norton Wetherby Wealth Management
California
$3.58M -$175K -1,219 -5%
VI
695
Vestcor Inc
New Brunswick, Canada
$3.57M +$272K +1,894 +8%
HAS
696
HBW Advisory Services
California
$3.53M +$81.6K +567 +2%
BAMF
697
BI Asset Management Fondsmaeglerselskab
Denmark
$3.52M -$3.52M -24,502 -50%
PGFC
698
Peapack-Gladstone Financial Corp
New Jersey
$3.52M +$2M +13,880 +131%
FFWA
699
FRG Family Wealth Advisors
Washington
$3.51M +$44.2K +307 +1%
CCM
700
Cohen Capital Management
California
$3.51M +$863 +6 +0%
26 27
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