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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 %
WP
1101
WealthSource Partners
California
$1.09M +$158K +1,099 +17%
PA
1102
Procyon Advisors
Connecticut
$1.08M -$123K -855 -10%
SAM
1103
Steinberg Asset Management
New York
$1.08M +$1.08M +7,512 New
YIA
1104
YHB Investment Advisors
Connecticut
$1.08M +$8.92K +62 +0.8%
DGAM
1105
Desjardins Global Asset Management
Quebec, Canada
$1.08M +$15.4K +107 +1%
CTFG
1106
Capstone Triton Financial Group
Oklahoma
$1.07M +$34.7K +241 +3%
BFS
1107
Bard Financial Services
Connecticut
$1.07M +$39.5K +275 +4%
CWAG
1108
Compton Wealth Advisory Group
Virginia
$1.07M -$48.3K -336 -4%
LJAC
1109
L.J. Altfest & Co
New York
$1.07M +$151K +1,051 +16%
GKFF
1110
George Kaiser Family Foundation
Oklahoma
$1.06M +$313K +2,174 +42%
WHG
1111
Westwood Holdings Group
Texas
$1.06M -$777K -5,403 -42%
APP
1112
Avantax Planning Partners
Iowa
$1.06M -$12.5K -87 -1%
JF
1113
Jump Financial
Illinois
$1.06M +$315K +2,193 +43%
JEST
1114
JTC Employer Solutions Trustee
Jersey
$1.06M – – –
NF
1115
Nikulski Financial
Iowa
$1.05M +$37K +257 +4%
HVM
1116
Harvest Volatility Management
Connecticut
$1.05M +$107K +730 +11%
AF
1117
Aldebaran Financial
$1.05M +$53.4K +367 +5%
SWM
1118
Segment Wealth Management
Texas
$1.04M -$3.45K -24 -0.3%
CA
1119
CGN Advisors
Kansas
$1.04M +$244K +1,699 +31%
APP
1120
Alpha Paradigm Partners
Illinois
$1.04M -$750K -5,211 -42%
FMTC
1121
Farmers & Merchants Trust Company
California
$1.04M -$32.7K -227 -3%
SAM
1122
Stansberry Asset Management
Texas
$1.04M -$26.3K -183 -2%
BRG
1123
Bay Rivers Group
Virginia
$1.04M -$10.2K -71 -1%
BWAM
1124
Boyd Watterson Asset Management
Ohio
$1.03M +$2.16K +15 +0.2%
SBIA
1125
Sheaff Brock Investment Advisors
Indiana
$1.03M +$42.4K +295 +4%
43 44
45
46 47