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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 %
CFO
1901
CVA Family Office
Colorado
$47K -$194K -1,361 -80%
BIA
1902
Bell Investment Advisors
California
$47K -$14.1K -97 -23%
TIM
1903
Tortoise Investment Management
New York
$47K +$3.02K +21 +7%
MFT
1904
Moisand Fitzgerald Tamayo
Florida
$47K +$45.7K +317 +3,522%
RA
1905
Rise Advisors
New York
$45K +$7.26K +50 +19%
EC
1906
Estate Counselors
Wisconsin
$44K – – –
GFPC
1907
Global Financial Private Client
Florida
$43.3K +$29.6K +200 +215%
FCMT
1908
Founders Capital Management (Texas)
Texas
$43K – – –
GA
1909
GoalVest Advisory
New York
$42K -$582K -4,032 -93%
JWA
1910
JFS Wealth Advisors
Pennsylvania
$41K -$7.46K -52 -15%
NICM
1911
Neo Ivy Capital Management
New York
$40K +$15K +103 +60%
TF
1912
TimeScale Financial
Massachusetts
$38K +$32.4K +225 +577%
AWM
1913
Ameliora Wealth Management
Switzerland
$38K +$38K +268 New
HFM
1914
Hartford Financial Management
Connecticut
$37K – – –
TVWM
1915
Tower View Wealth Management
Wisconsin
$37K – – –
RA
1916
Resolute Advisors
California
$37K +$22K +151 +147%
JAM
1917
JCIC Asset Management
Ontario, Canada
$36K -$24.3K -151 -40%
MUMSS
1918
Mitsubishi UFJ Morgan Stanley Securities
Japan
$36K – – –
TCWA
1919
Ten Capital Wealth Advisors
Washington
$36K – – –
TSWM
1920
Tyler-Stone Wealth Management
Ohio
$35K – – –
OLVIG
1921
Oliver Lagore Vanvalin Investment Group
Michigan
$33K -$4.78K -33 -13%
AA
1922
Addison Advisors
Vermont
$33K -$1.44K -10 -4%
HWP
1923
Highline Wealth Partners
California
$32.9K +$32.9K +229 New
CAL
1924
Capital Advisors Ltd
Ohio
$32K -$2.84K -20 -8%
OCM
1925
Osterweis Capital Management
California
$32K +$32K +224 New
75 76
77
78 79