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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 %
MFAM
726
Motley Fool Asset Management
Virginia
$3.29M -$19.8K -138 -0.6%
BFIM
727
Beese Fulmer Investment Management
Ohio
$3.26M +$42.3K +294 +1%
CG
728
Colony Group
Massachusetts
$3.25M -$105K -729 -3%
API
729
Advisor Partners II
California
$3.24M +$3.24M +22,545 New
PCM
730
Prana Capital Management
Connecticut
$3.24M +$2.38M +16,542 +278%
RIM
731
Redpoint Investment Management
Australia
$3.19M -$336K -2,333 -10%
GIA
732
Gladstone Institutional Advisory
Florida
$3.18M +$273K +1,895 +9%
TCM
733
Twin Capital Management
Pennsylvania
$3.18M -$23.2K -161 -0.7%
QFA
734
Quattro Financial Advisors
Texas
$3.16M – – –
GC
735
Garde Capital
Washington
$3.16M -$101K -699 -3%
BCM
736
Brookstone Capital Management
Illinois
$3.16M +$327K +2,301 +12%
KLWA
737
Kelly Lawrence W & Associates
California
$3.14M +$622K +4,325 +25%
SIM
738
Spark Investment Management
New York
$3.14M -$1.44M -10,000 -31%
HIA
739
Harbor Investment Advisory
Maryland
$3.13M -$157K -1,088 -5%
CCA
740
Checchi Capital Advisers
California
$3.13M +$1.78M +12,344 +132%
Bessemer Group
741
Bessemer Group
New Jersey
$3.12M +$599K +4,164 +24%
VCM
742
Vision Capital Management
Oregon
$3.11M -$11.2K -78 -0.4%
SIP
743
Stoneridge Investment Partners
Pennsylvania
$3.09M +$145K +1,009 +5%
MCM
744
MAI Capital Management
Ohio
$3.07M -$51.5K -358 -2%
NA
745
NewEdge Advisors
Louisiana
$3.04M -$33.2K -231 -1%
EVM
746
Evelyn V. Moreno
$3.03M -$3.21M -22,282 -51%
HCM
747
Harvey Capital Management
Florida
$3.03M +$2.69M +18,680 +778%
AAF
748
Andra AP-fonden
Sweden
$3.02M – – –
LMIM
749
Lockheed Martin Investment Management
Maryland
$3.02M +$1.09M +7,570 +56%
HCA
750
Harbour Capital Advisors
Virginia
$3.02M -$473K -3,245 -14%
28 29
30
31 32