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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 %
FRA
1801
Front Row Advisors
California
$170K +$720 +5 +0.4%
HFM
1802
Harvest Fund Management
China
$168K -$1.48M -10,269 -90%
EL
1803
EMFO LLC
Florida
$167K – – –
VCM
1804
Versant Capital Management
Arizona
$166K +$2.15K +15 +1%
KA
1805
Kozak & Associates
Colorado
$165K +$63.3K +443 +62%
CWM
1806
Castle Wealth Management
Florida
$164K -$144 -1 -0.1%
CNBTD
1807
Citizens National Bank Trust Department
Mississippi
$154K -$219K -1,520 -59%
EWM
1808
Endurance Wealth Management
Rhode Island
$152K – – –
SFO
1809
Standard Family Office
South Dakota
$150K – – –
NSIM
1810
North Star Investment Management
Illinois
$149K +$28.7K +200 +24%
SN
1811
Sittner & Nelson
Oregon
$149K +$43.1K +300 +41%
WSC
1812
Wellington Shields & Co
New York
$148K -$38.8K -270 -21%
VCM
1813
Vigilant Capital Management
Maine
$148K +$89.8K +626 +154%
BEI
1814
Benjamin Edwards Inc
Missouri
$146K -$46.3K -322 -24%
JCP
1815
Jennifer C. Price
$144K – – –
GWS
1816
Glassman Wealth Services
Virginia
$142K -$61.7K -430 -30%
SPWG
1817
Sage Private Wealth Group
Illinois
$142K – – –
BONH
1818
Bank of New Hampshire
New Hampshire
$140K – – –
DMBA
1819
Deseret Mutual Benefit Administrators
Utah
$139K -$12.4K -86 -8%
SOS
1820
Silver Oak Securities
Tennessee
$134K -$193K -952 -59%
BDS
1821
Banco de Sabadell
Florida
$132K – – –
NIM
1822
NuWave Investment Management
New Jersey
$123K +$123K +853 New
WPA
1823
West Paces Advisors
Georgia
$123K -$8.77K -61 -7%
FWM
1824
Focused Wealth Management
New York
$122K – – –
CHC
1825
City Holding Co
West Virginia
$122K +$67.8K +471 +125%
71 72
73
74 75