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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 %
VFPI
1151
Vantage Financial Partners (Illinois)
Illinois
$978K +$64.7K +450 +7%
CT
1152
Columbia Trust
Oregon
$973K +$47.2K +328 +5%
GRP
1153
Global Retirement Partners
California
$969K +$614K +3,777 +173%
PFG
1154
Peterson Financial Group
Iowa
$968K +$968K +6,733 New
SJIM
1155
St. Johns Investment Management
Florida
$966K -$29.1K -202 -3%
HT
1156
Heritage Trust
Oklahoma
$965K +$15.1K +105 +2%
IIM
1157
Intact Investment Management
Quebec, Canada
$965K +$115K +800 +14%
CCMG
1158
Clark Capital Management Group
Pennsylvania
$959K -$2.16K -15 -0.2%
IB
1159
Intrust Bank
Kansas
$956K -$172K -1,193 -15%
BWP
1160
BSW Wealth Partners
Colorado
$956K +$33.4K +232 +4%
CCM
1161
Cribstone Capital Management
Maine
$955K -$14.1K -98 -1%
CAM
1162
Cypress Asset Management
Texas
$953K -$237K -1,646 -20%
IIM
1163
Ironwood Investment Management
Massachusetts
$953K -$19.1K -133 -2%
TPWA
1164
TRUE Private Wealth Advisors
Oregon
$942K -$12.1K -84 -1%
AFG
1165
Albion Financial Group
Utah
$942K +$34.1K +237 +4%
AAS
1166
Ameritas Advisory Services
Nebraska
$941K +$80.4K +559 +9%
BA
1167
Bristlecone Advisors
Washington
$933K +$45.3K +315 +5%
CAM
1168
CenterStar Asset Management
Illinois
$931K -$1.8M – –
EWM
1169
EPG Wealth Management
Georgia
$930K -$27.2K -189 -3%
IAIM
1170
International Assets Investment Management
Florida
$924K +$13.5K +94 +1%
DFC
1171
DB Fitzpatrick & Co
Idaho
$924K +$47.6K +331 +5%
NCGI
1172
Next Century Growth Investors
Minnesota
$920K +$172K +1,197 +23%
PI
1173
Parkside Investments
Illinois
$916K – – –
RPC
1174
Rossmore Private Capital
Connecticut
$915K +$5.75K +40 +0.6%
EWM
1175
Empirical Wealth Management
Washington
$914K +$158K +1,099 +21%
45 46
47
48 49