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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 %
CI
926
Cigna Investments
Connecticut
$1.73M -$80K -556 -4%
DSAM
927
Dock Street Asset Management
Florida
$1.73M -$260K -1,805 -13%
KFS
928
Kaizen Financial Strategies
California
$1.73M -$6.19K -43 -0.4%
SIG
929
Stonegate Investment Group
Alabama
$1.72M -$286K -1,991 -14%
IHL
930
Investment House LLC
California
$1.72M -$469K -3,263 -21%
ONSWM
931
Old North State Wealth Management
North Carolina
$1.71M +$198K +1,378 +13%
CPIG
932
Chicago Partners Investment Group
Illinois
$1.7M +$37.9K +262 +2%
IWS
933
Insight Wealth Strategies
California
$1.7M – – –
AIS
934
American Investment Services
Massachusetts
$1.69M +$1.69M +11,767 New
P
935
Pitcairn
Pennsylvania
$1.69M -$29.5K -205 -2%
AIA
936
Avalon Investment & Advisory
Texas
$1.69M -$19.4K -135 -1%
MJB
937
Mark J. Bradley
$1.69M +$285K +1,980 +20%
CAL
938
Capital Analysts LLC
Pennsylvania
$1.69M +$12.4K +86 +0.7%
BO
939
Bank OZK
Arkansas
$1.68M +$20K +139 +1%
WIC
940
Woodmont Investment Counsel
Tennessee
$1.67M +$790K +5,497 +90%
VIA
941
Vident Investment Advisory
Georgia
$1.67M +$57.4K +452 +4%
CNC
942
Citizens & Northern Corp
Pennsylvania
$1.66M +$1.01K +7 +0.1%
RC
943
Resonate Capital
California
$1.66M -$48.9K -340 -3%
QCM
944
Quantinno Capital Management
New York
$1.66M +$139K +969 +9%
HFRG
945
Houlihan Financial Resource Group
Virginia
$1.66M +$1.66M +11,988 New
JHCP
946
Jackson Hole Capital Partners
Oklahoma
$1.65M +$23.3K +162 +1%
RC
947
RDST Capital
Washington
$1.64M +$1.64M +11,400 New
AWS
948
AJ Wealth Strategies
New York
$1.64M -$690K -4,801 -30%
LWAC
949
Laurel Wealth Advisors (California)
California
$1.63M +$87.3K +607 +6%
GGI
950
GPM Growth Investors
Michigan
$1.63M +$32.8K +228 +2%
36 37
38
39 40