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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 %
IFLIT
326
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$19.3M -$3.98M -30,000 -17%
CW
327
Connectus Wealth
Ohio
$19.3M -$716K -5,402 -4%
LF
328
Lannebo Fonder
Sweden
$19.2M – – –
BBA
329
Baader Bank Aktiengesellschaft
Germany
$19M +$2.86M +21,559 +18%
MOACM
330
Mutual of America Capital Management
New York
$18.9M +$673K +5,078 +4%
VIM
331
Vancity Investment Management
British Columbia, Canada
$18.8M +$337K +2,545 +2%
TPSF
332
Texas Permanent School Fund
Texas
$18.8M +$172K +1,294 +0.9%
FMI
333
Factory Mutual Insurance
Massachusetts
$18.7M – – –
WIM
334
Weitz Investment Management
Nebraska
$18.6M +$1.99M +15,000 +12%
SOADOR
335
State of Alaska Department of Revenue
Alaska
$18.6M +$245K +1,845 +1%
CIBC World Market
336
CIBC World Market
Ontario, Canada
$18.5M -$4M -30,181 -18%
Cambridge Investment Research Advisors
337
Cambridge Investment Research Advisors
Iowa
$18.5M -$3.11M -23,440 -14%
CAG
338
Crestwood Advisors Group
Massachusetts
$18.2M -$9.75M -73,528 -35%
KAM
339
Kinney Asset Management
Illinois
$18M +$18M +135,721 New
BTP
340
Bloom Tree Partners
New York
$17.6M – – –
RFC
341
Regions Financial Corp
Alabama
$17.4M -$741K -5,590 -4%
GC
342
Guggenheim Capital
Illinois
$17.4M -$568K -4,283 -3%
M&T Bank
343
M&T Bank
New York
$17.3M -$760K -5,733 -4%
BBVA
344
Banco Bilbao Vizcaya Argentaria
Spain
$17.2M +$2.84M +21,439 +20%
CC
345
Crosslink Capital
California
$17.1M -$2.31M -17,390 -12%
NW
346
NewEdge Wealth
Pennsylvania
$16.9M +$1.38M +10,433 +9%
SW
347
SteelPeak Wealth
California
$16.5M -$127K -958 -0.8%
PFP
348
Pinnacle Financial Partners
Tennessee
$16.5M +$1.81M +13,670 +12%
OAG
349
Orbis Allan Gray
Bermuda
$16.2M -$1.37M -10,303 -8%
LSCM
350
Light Street Capital Management
California
$15.8M -$2.16M -16,277 -12%
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