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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 %
CRC
301
Curi RMB Capital
Illinois
$23.1M +$12.7M +95,895 +122%
Brown Advisory
302
Brown Advisory
Maryland
$23M -$1.72M -13,008 -7%
FAF
303
Fjarde Ap-fonden
Sweden
$22.9M -$955K -7,200 -4%
GIBU
304
Gulf International Bank (UK)
United Kingdom
$22.8M -$94.1K -710 -0.4%
NYLIM
305
New York Life Investment Management
New York
$22.8M +$98.1K +740 +0.4%
Comerica Bank
306
Comerica Bank
Texas
$22.8M +$165K +1,109 +0.7%
FCI
307
Financial Counselors Inc
Kansas
$22.8M +$4.04M +30,451 +22%
URS
308
Utah Retirement Systems
Utah
$22.7M -$212K -1,600 -0.9%
WA
309
WestEnd Advisors
North Carolina
$22.7M -$4.77M -35,952 -17%
Bank of Nova Scotia
310
Bank of Nova Scotia
Ontario, Canada
$22.6M -$26.1M -196,758 -54%
COPPSERS
311
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$22.4M +$3.12M +23,496 +16%
SC
312
Scotia Capital
Ontario, Canada
$22.2M -$9.71M -73,243 -30%
HIMC
313
Heritage Investors Management Corp
Maryland
$22.1M +$399K +3,008 +2%
VLKIM
314
Van Lanschot Kempen Investment Management
Netherlands
$21.6M +$15.2M +114,587 +237%
Man Group
315
Man Group
United Kingdom
$21.5M -$3.68M -27,782 -15%
HCM
316
Hollencrest Capital Management
California
$21.4M -$387K -2,918 -2%
PNC Financial Services Group
317
PNC Financial Services Group
Pennsylvania
$21.3M -$4.82M -36,315 -18%
WBC
318
Westpac Banking Corp
Australia
$21.1M -$2.13M -16,069 -9%
AAM
319
Aureus Asset Management
Massachusetts
$20.9M +$314K +2,366 +2%
MIS
320
Morningstar Investment Services
Illinois
$20.8M +$49.4K +357 +0.2%
PAM
321
Panagora Asset Management
Massachusetts
$20.7M +$3.72M +28,048 +22%
UIM
322
USS Investment Management
United Kingdom
$20.1M -$194K -1,466 -1%
BCM
323
Becker Capital Management
Oregon
$19.7M +$2.04M +15,382 +12%
YCM
324
Yousif Capital Management
Michigan
$19.5M +$989K +7,459 +5%
X
325
Xponance
Pennsylvania
$19.4M +$2.9M +21,898 +18%
11 12
13
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