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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 %
WWM
2151
Windsor Wealth Management
Indiana
– -$226K -1,307 Closed
CM
2152
CastleKnight Management
New York
– -$215K -1,300 Closed
LNB
2153
Ledyard National Bank
– -$214K -1,299 Closed
AT
2154
Arvest Trust
Oklahoma
– -$214K -1,298 Closed
ACP
2155
Aveo Capital Partners
Colorado
– -$214K -1,298 Closed
PIA
2156
Pinion Investment Advisors
Kansas
– -$213K -1,288 Closed
CWM
2157
Curi Wealth Management
North Carolina
– -$211K -1,279 Closed
HIC
2158
Holderness Investments Company
North Carolina
– -$210K -1,275 Closed
1WM
2159
1900 Wealth Management
Texas
– -$211K -1,274 Closed
CCP
2160
Carmel Capital Partners
California
– -$210K -1,273 Closed
CWA
2161
Clarity Wealth Advisors
California
– -$209K -1,271 Closed
CF
2162
Cantor Fitzgerald
New York
– -$208K -1,262 Closed
PA
2163
PFG Advisors
Arizona
– -$207K -1,257 Closed
PCM
2164
Princeton Capital Management
New Jersey
– -$207K -1,257 Closed
FPCG
2165
Fort Pitt Capital Group
Pennsylvania
– -$207K -1,256 Closed
OWA
2166
Opal Wealth Advisors
New York
– -$206K -1,250 Closed
DA
2167
DCF Advisers
Connecticut
– -$206K -1,250 Closed
KA
2168
Klingman & Associates
New York
– -$205K -1,244 Closed
WDG
2169
Wealth Dimensions Group
Ohio
– -$204K -1,234 Closed
SIA
2170
Strategic Investment Advisors
Michigan
– -$203K -1,233 Closed
JF
2171
JSF Financial
California
– -$203K -1,230 Closed
PCA
2172
Peddock Capital Advisors
Massachusetts
– -$203K -1,229 Closed
SFG
2173
Sovereign Financial Group
Connecticut
– -$203K -1,227 Closed
HCM
2174
HMS Capital Management
Tennessee
– -$202K -1,226 Closed
CA
2175
CoreCap Advisors
Michigan
– -$202K -1,222 Closed
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