CRM icon

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 %
PWP
901
Pursue Wealth Partners
California
$1.88M +$144K +1,000 +8%
VCM
902
Verde Capital Management
Michigan
$1.88M -$309K -2,149 -14%
SAS
903
Stelac Advisory Services
New York
$1.88M +$1.88M +13,051 New
HV
904
HST Ventures
Utah
$1.87M +$1.87M +13,027 New
MIC
905
Maxi Investments CY
Cyprus
$1.87M – – –
LC
906
Lavaca Capital
Texas
$1.86M -$84.7K -460 -4%
BP
907
Ballentine Partners
Massachusetts
$1.85M +$285K +1,984 +18%
KA
908
Kovack Advisors
Florida
$1.84M -$113K -789 -6%
GH
909
GAM Holding
Switzerland
$1.83M -$1.25M -8,699 -41%
TPW
910
Transatlantique Private Wealth
New York
$1.82M +$126K +873 +7%
NLGIA
911
Nippon Life Global Investors Americas
New York
$1.81M -$3.26M -22,680 -64%
FB
912
Fulton Bank
Pennsylvania
$1.81M -$71.4K -496 -4%
XS
913
XR Securities
Illinois
$1.81M +$1.13M +7,876 +169%
LPT
914
Legacy Private Trust
Wisconsin
$1.8M -$124K -865 -6%
MWA
915
Meridian Wealth Advisors
Texas
$1.8M -$199K -1,381 -10%
RDWM
916
Red Door Wealth Management
Tennessee
$1.78M +$126K +874 +8%
AIP
917
Ameritas Investment Partners
Nebraska
$1.78M -$45.2K -314 -2%
WA
918
Wealth Alliance
New York
$1.77M -$39.6K -275 -2%
PH
919
Pinnacle Holdings
Oklahoma
$1.77M +$44.2K +307 +3%
EBT
920
Enterprise Bank & Trust
Massachusetts
$1.76M -$4.6K -32 -0.3%
SWM
921
Spire Wealth Management
Virginia
$1.76M -$1.5M -10,434 -46%
GCM
922
Glynn Capital Management
California
$1.75M – – –
CFM
923
Capricorn Fund Managers
United Kingdom
$1.75M +$1.35M +9,367 +335%
MCIA
924
Mountain Capital Investment Advisors
Colorado
$1.74M -$165K -1,074 -9%
SWM
925
SeaCrest Wealth Management
New York
$1.74M -$49.6K -345 -3%
35 36
37
38 39