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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 %
CIA
1001
Cohen Investment Advisors
New Hampshire
$1.4M +$38.4K +267 +3%
SC
1002
Savant Capital
Illinois
$1.4M -$96.2K -669 -6%
VWA
1003
V Wealth Advisors
Kansas
$1.4M -$359K -2,496 -20%
QPW
1004
Quantum Private Wealth
Florida
$1.39M +$75.5K +525 +6%
AMCA
1005
Arthur M. Cohen & Associates
Illinois
$1.39M -$635K -4,415 -31%
LMKC
1006
L.M. Kohn & Company
Ohio
$1.39M -$16.1K -112 -1%
MAM
1007
Meeder Asset Management
Ohio
$1.38M +$49.8K +346 +4%
SCA
1008
Spearhead Capital Advisors
Florida
$1.38M -$12.5M -86,722 -90%
FMAEN1
1009
Fund Management at Engine No 1
California
$1.38M -$66.9K -465 -5%
CCG
1010
Ceeto Capital Group
Florida
$1.37M +$14.4K +100 +1%
BSB
1011
Bangor Savings Bank
Maine
$1.36M +$321K +2,233 +31%
SFP
1012
Shepherd Financial Partners
Massachusetts
$1.36M +$28.8K +200 +2%
RCG
1013
Regatta Capital Group
California
$1.36M +$103K +623 +8%
GI
1014
GS Investments
Minnesota
$1.35M -$35K -243 -3%
PTC
1015
Private Trust Company
Ohio
$1.35M +$51.3K +357 +4%
MFG
1016
Merit Financial Group
Georgia
$1.35M -$358K -2,488 -21%
CA
1017
Callahan Advisors
Texas
$1.34M -$385K -2,675 -22%
S
1018
Seeyond
France
$1.34M -$422K -2,937 -24%
WGCA
1019
Wolf Group Capital Advisors
Virginia
$1.34M -$1.15K -8 -0.1%
NFG
1020
Nations Financial Group
Iowa
$1.33M -$51.1K -355 -4%
IAS
1021
IMA Advisory Services
Colorado
$1.33M -$42.7K -297 -3%
IWM
1022
IHT Wealth Management
Illinois
$1.33M +$310K +2,155 +31%
TIA
1023
Tiemann Investment Advisors
California
$1.33M +$27.3K +190 +2%
MTIC
1024
Missouri Trust & Investment Company
Missouri
$1.32M +$53.5K +372 +4%
PCS
1025
Personal CFO Solutions
New Jersey
$1.32M +$206K +1,429 +18%
39 40
41
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