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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 %
SIM
801
Stratos Investment Management
Ohio
$2.59M -$176K -1,227 -6%
MGP
802
Metis Global Partners
California
$2.58M +$197K +1,372 +8%
BONST
803
Bank of Nova Scotia Trust
Ontario, Canada
$2.54M +$231K +1,604 +10%
TFS
804
Thoroughbred Financial Services
Tennessee
$2.53M -$424K -2,945 -14%
LNC
805
Lincoln National Corp
Pennsylvania
$2.53M +$27.9K +194 +1%
PG
806
Pendal Group
Australia
$2.52M +$66.2K +460 +3%
PA
807
Proem Advisors
Texas
$2.52M +$2.52M +17,500 New
MPWT
808
MassMutual Private Wealth & Trust
Connecticut
$2.51M +$191K +1,330 +8%
CC
809
Cipher Capital
New York
$2.51M +$1.86M +12,910 +286%
CIM
810
Chapman Investment Management
California
$2.49M +$24.3K +169 +1%
ERWM
811
Elk River Wealth Management
Colorado
$2.49M +$81.4K +566 +3%
SF
812
Symphony Financial
Texas
$2.49M +$2.79K +19 +0.1%
LGF
813
LGT Group Foundation
Liechtenstein
$2.49M -$1.5M -10,468 -38%
V
814
Veritable
Delaware
$2.48M -$267K -1,855 -10%
HWM
815
Hohimer Wealth Management
Washington
$2.46M +$32.1K +223 +1%
YIH
816
Y-Intercept (HK)
Hong Kong
$2.46M +$1.52M +10,547 +161%
Capstone Investment Advisors
817
Capstone Investment Advisors
New York
$2.45M -$6.07M -42,234 -71%
KFP
818
KMG Fiduciary Partners
Ohio
$2.45M -$38K -264 -2%
DIA
819
Dana Investment Advisors
Wisconsin
$2.45M -$19.3K -134 -0.8%
TPCW
820
TD Private Client Wealth
New York
$2.44M +$64.3K +447 +3%
DCM
821
Dupont Capital Management
Delaware
$2.44M -$1.4M -9,764 -36%
BAM
822
Blueshift Asset Management
New Jersey
$2.44M +$2.13M +14,803 +678%
TCA
823
Transcend Capital Advisors
New Jersey
$2.43M +$35.1K +244 +1%
JWCA
824
J.W. Cole Advisors
Florida
$2.43M +$95.2K +662 +4%
CF
825
Centaurus Financial
California
$2.43M +$102K +712 +4%
31 32
33
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