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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 %
HNW
826
High Note Wealth
Minnesota
$2.43M -$76.7K -480 -3%
BAM
827
Belpointe Asset Management
Nevada
$2.41M -$110K -768 -4%
GGHC
828
Gilder Gagnon Howe & Co
New York
$2.41M -$2.74M -19,063 -53%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
829
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.4M +$163K +1,132 +7%
CWP
830
Capital Wealth Planning
Florida
$2.4M +$2.4M +16,692 New
KAS
831
Kemnay Advisory Services
New York
$2.39M -$1.6M -11,160 -40%
LW
832
Linscomb Wealth
Texas
$2.39M +$64.2K +446 +3%
HBT
833
Hills Bank & Trust
Iowa
$2.39M +$102K +706 +4%
DAM
834
Deltec Asset Management
New York
$2.39M +$43.2K +300 +2%
PAM
835
Pegasus Asset Management
New York
$2.37M -$5.32K -37 -0.2%
ATC
836
Argent Trust Co
Tennessee
$2.36M +$38.1K +265 +2%
TC
837
Telemus Capital
Michigan
$2.33M +$108K +749 +5%
CCG
838
Cypress Capital Group
Florida
$2.33M -$237K -1,645 -9%
MYLI
839
Meiji Yasuda Life Insurance
Japan
$2.31M +$299K +2,080 +15%
CA
840
Clearstead Advisors
Ohio
$2.31M -$194K -1,350 -8%
I
841
INVST
Indiana
$2.29M +$14.9K +102 +0.7%
BC
842
Brookfield Corp
Ontario, Canada
$2.29M -$2.93M -20,383 -56%
PWP
843
Private Wealth Partners
California
$2.29M +$27.6K +192 +1%
AAM
844
Advisors Asset Management
Colorado
$2.29M -$276K -1,916 -11%
TCOT
845
Trust Company of Toledo
Ohio
$2.27M -$133K -927 -6%
PCOC
846
Power Corp of Canada
Canada
$2.26M +$341K +2,368 +18%
APA
847
American Portfolios Advisors
New York
$2.26M -$6.33K -44 -0.3%
QP
848
Quilter Plc
United Kingdom
$2.25M -$43.4K -302 -2%
SAI
849
Systematic Alpha Investments
New Jersey
$2.25M – – –
BHA
850
Beech Hill Advisors
New York
$2.24M -$719 -5 -0%
32 33
34
35 36