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Salesforce
CRM

Overview Fund Activity

2,011 hedge funds and large institutions have $101B invested in Salesforce in 2022 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 611 increasing their positions, 997 reducing their positions, and 218 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,011
Holders Change
-33
Holders Change %
-1.61%
% of All Funds
32.45%
Holding in Top 10
59
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-25.32%
% of All Funds
0.95%
New
230
Increased
611
Reduced
997
Closed
218
Calls
$2.93B
Puts
$3.06B
Net Calls
-$123M
Net Calls Change
+$320M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$798M
2
Nomura Holdings
Nomura Holdings
Japan
+$791M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$489M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$444M
5
SV
Starboard Value
New York
+$401M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$973M
2
Jennison Associates
Jennison Associates
New York
-$808M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$543M
4
ACM
AKRE Capital Management
Virginia
-$445M
5
DZ Bank
DZ Bank
Germany
-$419M
Name Holding Trade Value Shares
Change 		Shares
Change %
Caisse de Depot et Placement du Quebec (CDPQ)
226
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$39M -$75.2M -567,000 -66%
CI
227
Cooper Investors
Australia
$38.8M +$5.78M +43,593 +18%
Primecap Management
228
Primecap Management
California
$38.4M – – –
MIFH
229
Migdal Insurance & Financial Holdings
Israel
$38.4M +$36.5M +275,154 +1,864%
HighTower Advisors
230
HighTower Advisors
Illinois
$38.1M -$4.67M -35,153 -11%
LWCA
231
Locust Wood Capital Advisers
New York
$37.2M +$2.25M +16,970 +6%
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$37.1M -$13.6M -102,945 -27%
MVIP
233
Mar Vista Investment Partners
California
$37.1M -$3.18M -23,952 -8%
PTC
234
Petrus Trust Company
Texas
$37M +$9.82M +74,027 +36%
Cerity Partners
235
Cerity Partners
New York
$36.7M +$26.2M +197,255 +247%
CC
236
Chicago Capital
Illinois
$36.3M -$4.21M -31,728 -10%
ASRS
237
Arizona State Retirement System
Arizona
$36.1M +$305K +2,299 +0.9%
SOMRS
238
State of Michigan Retirement System
Michigan
$36M +$318K +2,400 +0.9%
PI
239
PineBridge Investments
New York
$35.7M +$2.38M +17,955 +7%
MIM
240
MetLife Investment Management
New Jersey
$35.6M -$451K -3,403 -1%
Bank Julius Baer & Co
241
Bank Julius Baer & Co
Switzerland
$35.3M -$47M -354,477 -57%
JWBC
242
John W. Bristol & Co
New York
$35.1M +$35.1M +265,084 New
Commonwealth Equity Services
243
Commonwealth Equity Services
Massachusetts
$35M -$5.41M -40,795 -13%
VCM
244
Valiant Capital Management
California
$34.9M +$1.35M +10,200 +4%
AB
245
Amalgamated Bank
New York
$34.6M +$749K +5,651 +2%
PF
246
Phoenix Financial
Israel
$34.3M -$24.1M -181,756 -41%
FRAF
247
Första AP-fonden
Sweden
$33.6M +$5.2M +39,200 +18%
NIMI
248
Natixis Investment Managers International
France
$33.6M +$33.3M +251,444 +11,403%
NC
249
Nicholas Company
Wisconsin
$33.3M +$4.15M +31,265 +14%
FA
250
FDx Advisors
Illinois
$33M -$2.98M -22,474 -8%
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