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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
$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 %
SGI
2101
Summit Global Investments
Utah
– -$495K -3,002 Closed
CAN
2102
Claraphi Advisory Network
United States
– -$493K -2,989 Closed
BBP
2103
Banco BTG Pactual
Brazil
– -$474K -2,870 Closed
ACM
2104
Advisors Capital Management
New Jersey
– -$440K -2,663 Closed
HA
2105
Harfst & Associates
Wyoming
– -$435K -2,639 Closed
IAMH
2106
IvyRock Asset Management (HK)
Hong Kong
– -$413K -2,500 Closed
LWAM
2107
Legacy Wealth Asset Management
Minnesota
– -$393K -2,383 Closed
DIM
2108
Delta Investment Management
California
– -$370K -2,240 Closed
JWS
2109
Juncture Wealth Strategies
Arizona
– -$349K -2,115 Closed
PAA
2110
Peregrine Asset Advisers
Oregon
– -$341K -2,064 Closed
JHP
2111
James Hambro & Partners
United Kingdom
– -$338K -2,050 Closed
PFM
2112
Parsec Financial Management
North Carolina
– -$337K -2,041 Closed
OMC
2113
Old Mission Capital
Illinois
– -$327K -1,981 Closed
EWA
2114
Evolution Wealth Advisors
Florida
– -$334K -1,968 Closed
CWM
2115
C2C Wealth Management
Arizona
– -$340K -1,954 Closed
AA
2116
Aire Advisors
California
– -$322K -1,952 Closed
WA
2117
WBH Advisory
Maryland
– -$339K -1,945 Closed
AIA
2118
Angeles Investment Advisors
California
– -$309K -1,870 Closed
EFS
2119
Econ Financial Services
Pennsylvania
– -$307K -1,861 Closed
SCP
2120
Sender Company & Partners
New York
– -$301K -1,822 Closed
BC
2121
Bridgefront Capital
Texas
– -$301K -1,822 Closed
CA
2122
Calton & Associates
Florida
– -$284K -1,725 Closed
EAM
2123
Evanson Asset Management
California
– -$272K -1,648 Closed
CPA
2124
Cardiff Park Advisors
California
– -$267K -1,616 Closed
KW
2125
KWB Wealth
California
– -$250K -1,514 Closed
83 84
85
86 87