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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 %
SI
351
Stephens Inc
Arkansas
$15.8M -$2.49M -18,767 -14%
SCM
352
Silvant Capital Management
Georgia
$15.8M -$418K -3,149 -3%
CAN
353
Cetera Advisor Networks
California
$15.7M +$4.24M +31,960 +37%
AAM
354
AMI Asset Management
California
$15.5M -$10.1M -76,093 -39%
CNB
355
Czech National Bank
Czech Republic
$15.5M +$186K +1,404 +1%
CM
356
Capula Management
Cayman Islands
$15.4M +$15.4M +115,980 New
TAM
357
Tocqueville Asset Management
New York
$15.3M -$12.3M -92,884 -45%
CA
358
Cornerstone Advisors
North Carolina
$15.2M – – –
WB
359
WesBanco Bank
West Virginia
$15.1M +$4.27M +32,181 +39%
BCI
360
Brinker Capital Investments
Pennsylvania
$14.9M -$1.42M -10,672 -9%
Group One Trading
361
Group One Trading
Illinois
$14.9M +$5.27M +39,770 +55%
GAM
362
Gotham Asset Management
New York
$14.7M +$4.81M +36,242 +48%
GAM
363
Guinness Asset Management
United Kingdom
$14.6M +$160K +1,206 +1%
KAS
364
Kestra Advisory Services
Texas
$14.3M -$1.4M -10,573 -9%
BPWM
365
Badgley Phelps Wealth Managers
Washington
$14.2M -$473K -3,569 -3%
HCMG
366
Howard Capital Management Group
California
$14.1M -$913K -6,885 -6%
GT
367
Greenleaf Trust
Michigan
$14.1M +$107K +806 +0.8%
CAM
368
ClariVest Asset Management
California
$14.1M -$361K -2,720 -2%
BCAM
369
Boston Common Asset Management
Massachusetts
$14.1M -$4M -30,163 -22%
TMAM
370
Tokio Marine Asset Management
Japan
$14M -$301K -2,271 -2%
TNB
371
Thomasville National Bank
Georgia
$13.6M +$4.04M +30,449 +42%
MGI
372
MayTech Global Investments
New York
$13.5M +$1.17M +8,838 +10%
NP
373
NS Partners
United Kingdom
$13.5M +$37.4K +282 +0.3%
CT
374
Cambridge Trust
Massachusetts
$13.4M -$947K -7,144 -7%
TAM
375
Thematics Asset Management
France
$13.1M +$13.1M +99,136 New
13 14
15
16 17