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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 %
NME
2126
Notis-McConarty Edward
– -$248K -1,500 Closed
BCM
2127
Brasada Capital Management
Texas
– -$248K -1,500 Closed
TF
2128
Trek Financial
Arizona
– -$245K -1,484 Closed
BFC
2129
Bedel Financial Consulting
Indiana
– -$237K -1,438 Closed
VC
2130
Veery Capital
Delaware
– -$234K -1,419 Closed
WA
2131
Wealth Architects
California
– -$233K -1,410 Closed
PSP
2132
Principal Street Partners
Tennessee
– -$232K -1,407 Closed
WMA
2133
West Michigan Advisors
Michigan
– -$229K -1,387 Closed
WKSWA
2134
White Knight Strategic Wealth Advisors
New Jersey
– -$229K -1,386 Closed
GHAM
2135
Gilman Hill Asset Management
Connecticut
– -$229K -1,385 Closed
QTM
2136
qPULA Trading Management
New York
– -$228K -1,380 Closed
MSA
2137
McAlister Sweet & Associates
Texas
– -$228K -1,380 Closed
ITIM
2138
Indiana Trust & Investment Management
Indiana
– -$227K -1,373 Closed
PP
2139
Pegasus Partners
Wisconsin
– -$226K -1,372 Closed
EA
2140
Echo45 Advisors
California
– -$226K -1,369 Closed
TCBWMS
2141
Texas Capital Bank Wealth Management Services
Texas
– -$226K -1,367 Closed
BFA
2142
Beacon Financial Advisory
Ohio
– -$225K -1,362 Closed
EVC
2143
Eidelman Virant Capital
Missouri
– -$226K -1,350 Closed
ACM
2144
Avalon Capital Management
California
– -$223K -1,349 Closed
GCP
2145
Gill Capital Partners
Colorado
– -$286K -1,348 Closed
CGA
2146
Crescent Grove Advisors
Illinois
– -$222K -1,344 Closed
RIS
2147
Retirement Income Solutions
Michigan
– -$220K -1,330 Closed
CCM
2148
Consolidated Capital Management
California
– -$219K -1,329 Closed
SMA
2149
Sage Mountain Advisors
Georgia
– -$217K -1,317 Closed
NIM
2150
Northeast Investment Management
Massachusetts
– -$217K -1,315 Closed
84 85
86
87 88