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Salesforce
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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
$1.05B
2
Citadel Advisors
Citadel Advisors
Florida
$477M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$629M
4
Viking Global Investors
Viking Global Investors
Connecticut
$345M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$360M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.37B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$6.19B
3
Fisher Asset Management
Fisher Asset Management
Washington
$1.83B
4
Allianz Asset Management
Allianz Asset Management
Germany
$55.1M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.26B
Name Holding Trade Value Shares
Change 		Shares
Change %
CPC
2076
Consolidated Planning Corp
Georgia
– -$1.67M -10,117 Closed
LSAG
2077
Lake Street Advisors Group
New Hampshire
– -$1.65M -10,000 Closed
CCMT
2078
CMT Capital Markets Trading
Germany
– -$1.59M -9,649 Closed
EWA
2079
EP Wealth Advisors
California
– -$1.52M -9,237 Closed
VFM
2080
Viking Fund Management
North Dakota
– -$1.49M -9,000 Closed
GCWM
2081
Graham Capital Wealth Management
District of Columbia
– -$1.39M -8,397 Closed
HCCM
2082
Hudson Canyon Capital Management
New York
– -$1.25M -7,590 Closed
NCL
2083
Nishkama Capital LLC
Puerto Rico
– -$1.25M -7,573 Closed
KIP
2084
Kayak Investment Partners
California
– -$1.22M -7,400 Closed
AW
2085
Alaethes Wealth
Nevada
– -$1.17M -7,064 Closed
DTL
2086
Dynamic Technology Lab
Singapore
– -$1.1M -6,687 Closed
PWSG
2087
Pacific Wealth Strategies Group
California
– -$1.05M -6,363 Closed
GGS
2088
Galvin Gaustad & Stein
Arizona
– -$1.02M -6,196 Closed
CCS
2089
Concentric Capital Strategies
Connecticut
– -$990K -6,000 Closed
HWAM
2090
Hennion & Walsh Asset Management
New Jersey
– -$946K -5,732 Closed
GCA
2091
Guardian Capital Advisors
Ontario, Canada
– -$884K -5,492 Closed
ACM
2092
Alight Capital Management
New York
– -$825K -5,000 Closed
ES
2093
Eagle Strategies
New York
– -$783K -4,744 Closed
ANB
2094
Amarillo National Bank
Texas
– -$774K -4,694 Closed
CMTU
2095
Capital Markets Trading (UK)
United Kingdom
– -$636K -3,851 Closed
CJL
2096
Cyrus J. Lawrence
New York
– -$627K -3,800 Closed
CFA
2097
Cahill Financial Advisors
Minnesota
– -$593K -3,589 Closed
MSU
2098
Mizuho Securities USA
New York
– -$592K -3,584 Closed
WG
2099
Winton Group
United Kingdom
– -$544K -3,297 Closed
JC
2100
JB Capital
Connecticut
– -$510K -3,089 Closed
82 83
84
85 86