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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 %
STC
876
Sarah T. Connolly
$2.06M -$53.4K -371 -3%
BAM
877
Beaumont Asset Management
Texas
$2.05M +$16.5K +115 +0.8%
SIA
878
SeaBridge Investment Advisors
New Jersey
$2.04M +$51.2K +356 +3%
VIA
879
Vickerman Investment Advisors
Washington
$2.03M +$324K +2,254 +19%
IBOK
880
Independence Bank of Kentucky
Kentucky
$2.02M +$190K +1,321 +10%
CCM
881
Canal Capital Management
Virginia
$2.01M +$395K +2,743 +25%
WAS
882
Winch Advisory Services
Wisconsin
$2M -$38.8K -270 -2%
BBHC
883
Brown Brothers Harriman & Co
New York
$1.99M +$970K +6,740 +95%
AWM
884
Avior Wealth Management
Nebraska
$1.97M -$2.73K -19 -0.1%
MYAM
885
Meiji Yasuda Asset Management
Japan
$1.97M -$325K -2,259 -14%
AWM
886
Apollon Wealth Management
South Carolina
$1.97M -$40.7K -283 -2%
GWSG
887
GPS Wealth Strategies Group
Colorado
$1.97M -$1.04M -7,216 -35%
GCM
888
Geneva Capital Management
Wisconsin
$1.96M -$575 -4 -0%
CAM
889
Cozad Asset Management
Illinois
$1.96M -$24.6K -171 -1%
OIA
890
OneDigital Investment Advisors
Kansas
$1.96M +$14.7K +102 +0.8%
CNC
891
Canandaigua National Corp
New York
$1.95M +$80.1K +557 +4%
HIP
892
Harrell Investment Partners
Texas
$1.95M +$148K +1,028 +8%
CS
893
Comerica Securities
Michigan
$1.94M -$38K -264 -2%
SFS
894
Sowell Financial Services
Arkansas
$1.93M +$68.2K +474 +4%
FHA
895
Flagship Harbor Advisors
Massachusetts
$1.92M +$68K +473 +4%
BB
896
Berkshire Bank
Massachusetts
$1.91M +$144K +1,001 +8%
RCA
897
Riverview Capital Advisers
Massachusetts
$1.91M +$27K +188 +1%
WCM
898
Wunderlich Capital Managemnt
Tennessee
$1.91M +$1.91M +13,261 New
CHP
899
Cable Hill Partners
Oregon
$1.91M +$49.5K +344 +3%
AL
900
Aspiriant LLC
California
$1.89M -$5.18K -36 -0.3%
34 35
36
37 38