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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 %
TAM
951
Trust Asset Management
Texas
$1.63M +$122K +848 +8%
FWM
952
Finer Wealth Management
Massachusetts
$1.62M +$27.3K +190 +2%
FCA
953
FinTrust Capital Advisors
South Carolina
$1.61M +$58.3K +380 +4%
IP
954
Intellectus Partners
California
$1.6M +$186K +1,292 +13%
WI
955
Wahed Invest
New York
$1.59M +$113K +783 +8%
S
956
SignatureFD
Georgia
$1.59M -$513K -3,568 -24%
TSWM
957
Triangle Securities Wealth Management
North Carolina
$1.58M +$26.6K +185 +2%
MUAMU
958
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.58M -$1.58M -11,000 -50%
IIA
959
IPG Investment Advisors
California
$1.58M +$79.4K +552 +5%
HG
960
Herbst Group
Connecticut
$1.57M -$14.4K -100 -0.9%
MWM
961
Mission Wealth Management
California
$1.56M +$195K +1,353 +14%
CC
962
Courier Capital
New York
$1.56M -$55.4K -385 -3%
DT
963
Diversified Trust
Tennessee
$1.56M +$150K +1,042 +11%
CAIMH
964
Central Asset Investments & Management Holdings
Hong Kong
$1.55M +$446K +3,100 +40%
DPIM
965
Duff & Phelps Investment Management
Illinois
$1.55M +$47.5K +330 +3%
CCB
966
Country Club Bank
Missouri
$1.55M -$5.14K -35 -0.3%
WPW
967
Waldron Private Wealth
Pennsylvania
$1.54M +$184K +1,280 +14%
BCM
968
Boltwood Capital Management
California
$1.54M +$15.3K +106 +1%
WP
969
WealthShield Partners
North Carolina
$1.54M +$175K +1,216 +13%
HW
970
Hancock Whitney
Mississippi
$1.53M -$245K -1,704 -14%
RSVP
971
Ramsay Stattman Vela & Price
Colorado
$1.53M – – –
GBT
972
Grove Bank & Trust
Florida
$1.53M +$15.8K +110 +1%
SC
973
Slow Capital
California
$1.52M -$137K -953 -8%
SWMG
974
Signature Wealth Management Group
Georgia
$1.52M -$96.4K -670 -6%
IFWM
975
Institute for Wealth Management
Colorado
$1.51M -$28.5K -198 -2%
37 38
39
40 41