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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 %
CI
751
Ceera Investments
Texas
$3.01M +$3.01M +20,900 New
H
752
HoyleCohen
California
$3M +$51.6K +359 +2%
OCM
753
Once Capital Management
New York
$2.99M – – –
AWA
754
Arkadios Wealth Advisors
Georgia
$2.99M +$131K +910 +5%
BHIA
755
Birch Hill Investment Advisors
Massachusetts
$2.98M -$498K -3,462 -14%
IWA
756
Icon Wealth Advisors
Texas
$2.98M +$2.98M +20,719 New
SC
757
Sawyer & Company
Massachusetts
$2.97M +$1.57M +10,931 +112%
EWM
758
Elite Wealth Management
Washington
$2.96M -$345K -2,401 -10%
BCA
759
Bray Capital Advisors
Florida
$2.95M +$11.9K +83 +0.4%
SAM
760
Sabadell Asset Management
Spain
$2.94M +$2M +12,833 +215%
BC
761
Breakline Capital
New York
$2.91M +$2.91M +20,196 New
LFRG
762
Lazard Frères Gestion
France
$2.9M – – –
GPTE
763
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.89M – – –
ACM
764
Aljian Capital Management
Nevada
$2.89M -$6.39K -44 -0.2%
BFM
765
Boston Financial Management
Massachusetts
$2.89M +$2.49M +17,287 +620%
GP
766
Girard Partners
Pennsylvania
$2.88M -$38.1K -265 -1%
TCOK
767
Trust Company of Kansas
Kansas
$2.88M -$1.06M -7,370 -27%
HI
768
Horizon Investments
North Carolina
$2.87M +$1.22M +8,474 +74%
FIB
769
First Interstate Bank
Montana
$2.86M +$249K +1,730 +10%
LFAS
770
Level Four Advisory Services
Texas
$2.85M +$69K +480 +2%
MKA
771
M. Kulyk & Associates
Georgia
$2.85M +$605K +4,209 +27%
GEM
772
Global Endowment Management
North Carolina
$2.84M -$894K -6,217 -24%
DA
773
Dillon & Associates
Michigan
$2.84M +$158K +1,095 +6%
WIA
774
Westbourne Investment Advisors
Maryland
$2.83M +$14.2K +99 +0.5%
DWT
775
Dorsey & Whitney Trust
South Dakota
$2.83M +$149K +1,033 +6%
29 30
31
32 33