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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 %
AW
2026
Avion Wealth
Texas
$1K -$7.14K -50 -88%
UFF
2027
USA Financial Formulas
Michigan
$1K – – –
HS
2028
Horan Securities
United States
$1K – – –
RDIA
2029
RE Dickinson Investment Advisors
Iowa
$1K – – –
JIR
2030
James Investment Research
Ohio
$1K – – –
DSC
2031
Duncker Streett & Co
Missouri
$1K – – –
CWM
2032
Cranbrook Wealth Management
Michigan
$1K – – –
UIA
2033
Ulland Investment Advisors
Minnesota
$1K – – –
EC
2034
EdgeRock Capital
Colorado
$1K +$1K +10 New
NDSI
2035
Newman Dignan & Sheerar Inc
Rhode Island
$619 -$9 -60 -1%
SC
2036
Stephens Consulting
Michigan
$575 – – –
MGIM
2037
M&G Investment Management
United Kingdom
$325 -$44 -306 -12%
FGAM
2038
Financial Gravity Asset Management
Texas
$167 -$324 -2,254 -66%
JMF
2039
Johnson Midwest Financial
Iowa
$3 – – –
Holocene Advisors
2040
Holocene Advisors
New York
– -$89.6M -543,113 Closed
Hudson Bay Capital Management
2041
Hudson Bay Capital Management
Connecticut
– -$82.5M -500,000 Closed
CAM
2042
Contour Asset Management
New York
– -$81M -490,717 Closed
SPPAM
2043
Summit Partners Public Asset Management
Massachusetts
– -$39.3M -237,896 Closed
CTC (Chicago Trading Company)
2044
CTC (Chicago Trading Company)
Illinois
– -$32.4M -196,176 Closed
TC
2045
TwinBeech Capital
New York
– -$28.8M -174,730 Closed
SC
2046
Styrax Capital
New York
– -$25.1M -152,286 Closed
SGM
2047
Skye Global Management
Florida
– -$24.9M -151,000 Closed
HAM
2048
Honeycomb Asset Management
New York
– -$24.8M -150,000 Closed
PPC
2049
Park Presidio Capital
California
– -$22.5M -136,565 Closed
LFDLE
2050
La Financiere de L'Echiquier
France
– -$18.9M -114,360 Closed
80 81
82
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