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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 %
AFA
851
Arlington Financial Advisors
California
$2.24M -$63.3K -440 -3%
CWM
852
Cabot Wealth Management
Massachusetts
$2.23M -$215K -1,494 -9%
NB
853
NBT Bank
New York
$2.23M +$29.1K +202 +1%
CG
854
Caprock Group
Idaho
$2.22M -$43.2K -300 -2%
SC
855
Scholtz & Company
Connecticut
$2.21M -$1.98M -12,536 -47%
WR
856
WD Rutherford
Oregon
$2.2M -$36K -250 -2%
SWA
857
SFMG Wealth Advisors
Texas
$2.2M +$354K +2,486 +19%
GWM
858
Geneos Wealth Management
Colorado
$2.19M +$1.99M +13,861 +993%
FTDI
859
First Trust Direct Indexing
Massachusetts
$2.19M -$185K -1,289 -8%
MIFH
860
Migdal Insurance & Financial Holdings
Israel
$2.18M +$1.09M +7,403 +101%
SAM
861
Sompo Asset Management
Japan
$2.18M +$393K +2,730 +22%
DBT
862
Dubuque Bank & Trust
Iowa
$2.16M -$166K -1,154 -7%
CGL
863
Clarius Group LLC
Washington
$2.16M +$39K +271 +2%
TCCM
864
Timber Creek Capital Management
Massachusetts
$2.15M +$2.15M +14,970 New
LWANC
865
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.14M -$1.73K -12 -0.1%
HZ
866
Hixon Zuercher
Ohio
$2.14M +$110K +762 +5%
NPT
867
Nixon Peabody Trust
Massachusetts
$2.13M -$1.66M -11,515 -44%
SLI
868
Sumitomo Life Insurance
Japan
$2.13M -$265K -1,839 -11%
IRAG
869
Investment Research & Advisory Group
Georgia
$2.13M +$93.5K +650 +5%
CBB
870
Citizens Business Bank
California
$2.12M -$64.2K -446 -3%
PCM
871
Prelude Capital Management
New York
$2.11M +$522K +3,627 +33%
LOAMS
872
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.06M -$37.1K -258 -2%
SS
873
Sunbelt Securities
Texas
$2.06M +$463K +3,216 +29%
WSCM
874
Wellington Shields Capital Management
New York
$2.06M -$498K -17,265 -19%
DAS
875
Dynamic Advisor Solutions
Arizona
$2.06M +$131K +913 +7%
33 34
35
36 37