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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 %
ICM
276
Invenomic Capital Management
Massachusetts
$28.3M +$21.2M +159,680 +297%
Zurich Cantonal Bank
277
Zurich Cantonal Bank
Switzerland
$28.1M -$18.4M -138,639 -40%
GG
278
Gofen & Glossberg
Illinois
$27.8M -$851K -6,418 -3%
WCM
279
Windward Capital Management
California
$27.4M -$146K -1,104 -0.5%
Creative Planning
280
Creative Planning
Kansas
$27.1M +$2.39M +18,062 +10%
Rafferty Asset Management
281
Rafferty Asset Management
New York
$27M +$4.94M +37,252 +22%
Vontobel Holding
282
Vontobel Holding
Switzerland
$26.8M +$586K +4,560 +2%
LPP
283
Long Path Partners
Connecticut
$26.7M -$186K -1,406 -0.7%
IG
284
ING Group
Netherlands
$26.6M -$12.9M -97,222 -33%
Qube Research & Technologies (QRT)
285
Qube Research & Technologies (QRT)
United Kingdom
$26.6M +$633K +4,775 +2%
HAM
286
Honeycomb Asset Management
New York
$26.5M +$26.5M +200,000 New
MJRIC
287
Mogy Joel R Investment Counsel
California
$26.1M +$223K +1,684 +0.9%
CFB
288
Cullen/Frost Bankers
Texas
$25.1M +$607K +4,577 +2%
GIA
289
Gateway Investment Advisers
Ohio
$24.9M -$12.3M -92,953 -33%
OWP
290
Obermeyer Wealth Partners
Colorado
$24.8M -$1.6M -12,066 -6%
TAF
291
Tredje AP-fonden
Sweden
$24.6M +$2.08M +15,658 +9%
SL
292
Summitry LLC
California
$24.5M -$1.24M -9,328 -5%
II
293
IFM Investors
Australia
$24.3M +$1.11M +8,342 +5%
Nisa Investment Advisors
294
Nisa Investment Advisors
Missouri
$24.3M -$3.45M -26,049 -12%
HFS
295
Hantz Financial Services
Michigan
$24.2M +$1.08M +8,174 +5%
CIBC Asset Management
296
CIBC Asset Management
Ontario, Canada
$23.8M -$10.4M -78,353 -30%
AAM
297
Abeille Asset Management
France
$23.5M -$77.1K -605 -0.3%
Daiwa Securities Group
298
Daiwa Securities Group
Japan
$23.5M +$1.81M +11,025 +8%
Walleye Trading
299
Walleye Trading
New York
$23.5M +$14.8M +111,962 +171%
MAM
300
Magellan Asset Management
Australia
$23.2M +$1.31M +9,875 +6%
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