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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 %
KIG
1851
Kessler Investment Group
Indiana
$80K – – –
VC
1852
Vestor Capital
Illinois
$79K – – –
AIM
1853
Arcadia Investment Management
Michigan
$78K -$2.44K -17 -3%
EARNEST Partners
1854
EARNEST Partners
Georgia
$77K – – –
TSW
1855
Thompson Siegel & Walmsley
Virginia
$76K -$47.3K -329 -38%
JWM
1856
Janiczek Wealth Management
Colorado
$75K -$88.3K -610 -54%
OA
1857
Operose Advisors
Wisconsin
$75K – – –
HRC
1858
Hoertkorn Richard Charles
$72K – – –
HI
1859
Hoey Investments
Pennsylvania
$72K +$36K +250 +100%
MIM
1860
Meridiem Investment Management
United Kingdom
$72K +$72K +500 New
SWM
1861
Sugarloaf Wealth Management
Georgia
$71K -$3.93K -27 -5%
M1FG
1862
Mach-1 Financial Group
Arkansas
$71K – – –
WWM
1863
Wagner Wealth Management
South Carolina
$69K +$7.92K +55 +13%
AWM
1864
Abound Wealth Management
Tennessee
$68.9K +$68.9K +479 New
RCG
1865
Rock Creek Group
District of Columbia
$68K +$7.75K +54 +13%
MWM
1866
Mascoma Wealth Management
New Hampshire
$67K – – –
CWC
1867
Carolinas Wealth Consulting
North Carolina
$66K -$32.4K -227 -33%
LCM
1868
Logan Capital Management
Pennsylvania
$66K -$7.67K -53 -10%
CYG
1869
Clean Yield Group
Vermont
$66K – – –
HIM
1870
Hillsdale Investment Management
Ontario, Canada
$66K +$20.2K +141 +44%
DCBT
1871
Dakota Community Bank & Trust
North Dakota
$66K +$66K +460 New
MCM
1872
Manchester Capital Management
Vermont
$65K -$2.58K -18 -4%
ACM
1873
Antonetti Capital Management
Florida
$65K – – –
AIP
1874
Almanack Investment Partners
Pennsylvania
$65K +$65K +452 New
POIA
1875
Pin Oak Investment Advisors
Texas
$64K – – –
73 74
75
76 77