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Salesforce
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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 %
BCCM
776
Bridge Creek Capital Management
Massachusetts
$2.82M +$59.1K +411 +2%
SNB
777
Security National Bank
Nebraska
$2.82M -$37.4K -260 -1%
MMA
778
Miracle Mile Advisors
California
$2.81M +$275K +1,910 +11%
ECM
779
Element Capital Management
New York
$2.78M – – –
HT
780
HAP Trading
New York
$2.78M +$818K +5,688 +42%
SC
781
SouthState Corp
Florida
$2.78M -$58.4K -406 -2%
MCP
782
Mirador Capital Partners
California
$2.77M +$63K +438 +2%
Balyasny Asset Management
783
Balyasny Asset Management
Illinois
$2.76M +$1.78M +12,393 +182%
TC
784
Tsai Capital
New York
$2.72M +$173K +1,200 +7%
BWA
785
BDO Wealth Advisors
Florida
$2.7M +$7.19K +50 +0.3%
BC
786
Burleson & Co
California
$2.7M +$177K +1,230 +7%
PA
787
Pinnacle Associates
New York
$2.69M +$22.7K +158 +0.9%
KOCAA
788
Knights of Columbus Asset Advisors
Connecticut
$2.67M -$148K -1,029 -5%
AC
789
Asio Capital
Kentucky
$2.67M +$108K +751 +4%
BIP
790
Bouvel Investment Partners
Pennsylvania
$2.67M +$64.1K +446 +2%
ZB
791
Zions Bancorporation
Utah
$2.65M -$151K -1,049 -5%
RWA
792
Roberts Wealth Advisors
California
$2.65M +$117K +755 +5%
PAS
793
Park Avenue Securities
New York
$2.63M +$274K +1,908 +12%
VVP
794
Venture Visionary Partners
Ohio
$2.63M -$657K -4,571 -20%
LBC
795
Lawrence B. Cohen
$2.61M -$86.3K -600 -3%
MNBTD
796
Moody National Bank Trust Division
Texas
$2.61M -$10.2K -71 -0.4%
WAOTB
797
Wealth Advisors of Tampa Bay
Florida
$2.61M -$2.52M -17,523 -49%
S
798
Surevest
California
$2.6M +$202K +1,404 +8%
WPP
799
Whalerock Point Partners
Rhode Island
$2.59M +$113K +785 +5%
IWC
800
Integrated Wealth Concepts
Massachusetts
$2.59M -$321K -2,231 -11%
30 31
32
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