CRM icon

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 %
FOA
2176
Five Oceans Advisors
California
– -$201K -1,216 Closed
LF
2177
Lantz Financial
Illinois
– -$200K -1,211 Closed
TCWM
2178
Total Clarity Wealth Management
Illinois
– -$198K -1,200 Closed
WB
2179
West Bancorporation
Iowa
– -$170K -1,030 Closed
RIM
2180
Rockbridge Investment Management
New York
– -$114K -690 Closed
SIAP
2181
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$113K -686 Closed
HFS
2182
Heritage Financial Services
Massachusetts
– -$89K -544 Closed
BMD
2183
Better Money Decisions
New Mexico
– -$47K -286 Closed
AIP
2184
Ahrens Investment Partners
Louisiana
– -$41K -250 Closed
GLLW
2185
Graves Light Lenhart Wealth
Virginia
– -$37K -227 Closed
GKIM
2186
GW&K Investment Management
Massachusetts
– -$29K -177 Closed
FBT
2187
First Bank & Trust
South Dakota
– -$17K -102 Closed
JPLA
2188
Joseph P. Lucia & Associates
New York
– -$10K -61 Closed
TWP
2189
TFO Wealth Partners
Ohio
– -$9K -54 Closed
VRM
2190
Vectors Research Management
New York
– -$9K -53 Closed
SFG
2191
Steward Financial Group
Texas
– -$7K -47 Closed
HF
2192
Halpern Financial
Virginia
– -$6.11K -37 Closed
LFA
2193
Level Financial Advisors
New York
– -$6K -36 Closed
IHWM
2194
Iron Horse Wealth Management
Iowa
– -$4K -24 Closed
FEG
2195
Financial Enhancement Group
Indiana
– -$3K -19 Closed
FCT
2196
First Community Trust
Iowa
– -$2K -15 Closed
TIM
2197
Tevis Investment Management
Texas
– -$2K -15 Closed
WOSD
2198
WFA of San Diego
California
– -$1K -9 Closed
ACK
2199
Andrew C. Karlinski
– -$1K -5 Closed
MAM
2200
Marquette Asset Management
Minnesota
– -$1K -4 Closed
84 85 86 87
88