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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 %
AAS
426
Annex Advisory Services
Wisconsin
$9.27M +$3.25M +24,547 +54%
SFA
427
Sequoia Financial Advisors
Ohio
$9.25M +$628K +4,736 +7%
PCIA
428
Prime Capital Investment Advisors
Kansas
$9.24M +$208K +1,571 +2%
KWM
429
Kingsview Wealth Management
Oregon
$9.2M +$5.84M +44,027 +174%
BAMF
430
BI Asset Management Fondsmaeglerselskab
Denmark
$9.11M +$5.87M +44,236 +181%
JFG
431
Jefferies Financial Group
New York
$9.09M +$9.09M +68,527 New
BIM
432
Bridges Investment Management
Nebraska
$9.02M -$2.32M -17,494 -20%
Credit Agricole
433
Credit Agricole
France
$9.01M +$2.53M +19,111 +39%
MC
434
Middleton & Co
Massachusetts
$8.94M -$538K -4,057 -6%
RMA
435
Roffman Miller Associates
Pennsylvania
$8.83M -$223K -1,683 -2%
TWC
436
TD Waterhouse Canada
Ontario, Canada
$8.8M -$168K -1,153 -2%
SIA
437
Sit Investment Associates
Minnesota
$8.75M +$869K +6,552 +11%
FSA
438
Franklin Street Advisors
North Carolina
$8.75M -$4.1M -30,894 -32%
ACA
439
Anchor Capital Advisors
Massachusetts
$8.61M -$245K -1,847 -3%
CA
440
Cortland Associates
Missouri
$8.59M -$92.4K -697 -1%
LSERS
441
Louisiana State Employees Retirement System
Louisiana
$8.57M +$119K +900 +1%
ONB
442
Old National Bancorp
Indiana
$8.47M -$521K -3,930 -6%
EAM
443
Erste Asset Management
Austria
$8.41M -$506K -3,819 -6%
Mercer Global Advisors
444
Mercer Global Advisors
Colorado
$8.41M +$2.25M +16,970 +37%
AI
445
Atria Investments
North Carolina
$8.39M -$2.05M -15,444 -20%
BVDMP
446
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$8.39M -$994K -8,000 -11%
WT
447
Washington Trust
Rhode Island
$8.36M -$849K -6,406 -9%
Wolverine Trading
448
Wolverine Trading
Illinois
$8.36M +$429K +3,235 +5%
LWM
449
Lyell Wealth Management
California
$8.35M -$55.8K -421 -0.7%
Jones Financial Companies
450
Jones Financial Companies
Missouri
$8.2M +$52.1K +393 +0.6%
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