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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 %
MIA
376
MMBG Investment Advisors
Florida
$12.9M -$33.4K -252 -0.3%
BPCE
377
Bank Pictet & Cie (Europe)
Germany
$12.8M -$1.05M -7,918 -8%
Carson Wealth (CWM LLC)
378
Carson Wealth (CWM LLC)
Nebraska
$12.8M -$2.01M -15,133 -14%
CA
379
Cetera Advisors
Colorado
$12.7M +$456K +3,439 +4%
TH
380
TCTC Holdings
Texas
$12.5M -$145K -1,093 -1%
PFO
381
Pathstone Family Office
New Jersey
$12.5M +$930K +8,003 +8%
Acadian Asset Management
382
Acadian Asset Management
Massachusetts
$12.5M +$8.04M +60,671 +180%
WJWM
383
Williams Jones Wealth Management
New York
$12.4M -$6.82M -51,429 -35%
UCFA
384
United Capital Financial Advisors
Texas
$12.2M -$5.24M -39,515 -30%
BFO
385
Boston Family Office
Massachusetts
$12.2M -$1.11M -8,339 -8%
DILIC
386
Dai-ichi Life Insurance Company
Japan
$12M -$1.17M -8,854 -9%
CCM
387
Chilton Capital Management
Texas
$12M -$323K -2,436 -3%
AWM
388
AE Wealth Management
Kansas
$11.9M +$334K +2,519 +3%
SPIA
389
Steward Partners Investment Advisory
New York
$11.8M -$1.28M -9,618 -10%
BCIM
390
British Columbia Investment Management
British Columbia, Canada
$11.8M -$1.3M -9,814 -10%
KCM
391
Kingdon Capital Management
New York
$11.7M +$11.7M +87,900 New
PWM
392
Perigon Wealth Management
California
$11.7M -$546K -4,120 -4%
PAI
393
Pittenger & Anderson Inc
Nebraska
$11.6M -$435K -3,281 -4%
HIG
394
Herr Investment Group
Texas
$11.6M +$11.6M +87,512 New
PI
395
PEAK6 Investments
Illinois
$11.5M -$2.15M -16,198 -16%
FBA
396
Front Barnett Associates
Illinois
$11.4M -$286K -2,159 -2%
NAM
397
NorthCrest Asset Manangement
Minnesota
$11.3M -$283K -2,131 -2%
DIA
398
Davidson Investment Advisors
Montana
$11.3M +$104K +783 +0.9%
RC
399
RDST Capital
Washington
$11.2M +$9.71M +73,250 +643%
AMI
400
Amica Mutual Insurance
Rhode Island
$11M +$1.96M +14,793 +22%
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