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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 %
PM
1326
Parametrica Management
Hong Kong
$643K +$643K +4,465 New
FIA
1327
Foundations Investment Advisors
Arizona
$639K +$639K +4,440 New
GFP
1328
Gryphon Financial Partners
Ohio
$637K -$51.8K -360 -8%
SB
1329
Strategic Blueprint
Georgia
$632K -$33.8K -235 -5%
CA
1330
Claro Advisors
Massachusetts
$629K – – –
FCM
1331
Fortis Capital Management
Washington
$629K +$24.6K +171 +4%
WPWM
1332
Western Pacific Wealth Management
Illinois
$624K +$50.6K +352 +9%
MAM
1333
Martingale Asset Management
Massachusetts
$621K -$1.25M -8,649 -67%
WAS
1334
WESPAC Advisors SoCal
California
$614K -$17.9K -110 -3%
DA
1335
DSC Advisors
Illinois
$613K +$207K +1,436 +51%
EHWM
1336
Eads & Heald Wealth Management
Georgia
$613K +$319K +2,217 +108%
ESB
1337
Essex Savings Bank
Connecticut
$611K +$1.15K +8 +0.2%
VIM
1338
VELA Investment Management
Ohio
$611K +$100K +699 +20%
CL
1339
CPWM LLC
Washington
$610K -$71K -494 -10%
JE
1340
JMAC Enterprises
Pennsylvania
$608K -$3.45K -24 -0.6%
HSA
1341
HBK Sorce Advisory
Pennsylvania
$607K +$272K +1,892 +81%
GAG
1342
GM Advisory Group
New York
$605K -$71.9K -500 -11%
AWA
1343
Aaron Wealth Advisors
Illinois
$603K -$1.41M -9,772 -70%
MCCP
1344
Mission Creek Capital Partners
California
$602K +$62.4K +434 +12%
AC
1345
Avestar Capital
New York
$600K -$275K -1,915 -31%
BCPWM
1346
Bradley & Co Private Wealth Management
Florida
$596K – – –
BBI
1347
Baxter Bros Inc
Connecticut
$596K +$86.2K +599 +17%
PL
1348
Plancorp LLC
Missouri
$595K -$13.4K -93 -2%
MTWM
1349
Masso Torrence Wealth Management
New Jersey
$592K +$53.5K +372 +10%
OWA
1350
Octavia Wealth Advisors
Ohio
$590K +$7.63K +53 +1%
52 53
54
55 56