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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 %
AIM
451
Aigen Investment Management
New York
$8.02M +$3.62M +27,289 +82%
CTI
452
Community Trust & Investment
Kentucky
$8.01M +$7.16K +54 +0.1%
FCH
453
Freestone Capital Holdings
Washington
$7.99M -$935K -7,053 -10%
AF
454
Ally Financial
Michigan
$7.96M – – –
GWM
455
GDS Wealth Management
Texas
$7.84M -$664K -5,010 -8%
TCM
456
Trybe Capital Management
Connecticut
$7.81M -$565K -4,265 -7%
LIP
457
Liontrust Investment Partners
United Kingdom
$7.69M – – –
MLICM
458
Metropolitan Life Insurance Company (MetLife)
New York
$7.67M -$15.2K -115 -0.2%
WSTAM
459
Wilbanks Smith & Thomas Asset Management
Virginia
$7.66M -$151K -1,142 -2%
KWILP
460
Kiwi Wealth Investments Limited Partnership
New Zealand
$7.65M -$3.64M -27,488 -32%
AIMCA
461
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.62M -$12.5M -94,250 -62%
FVWA
462
Foster Victor Wealth Advisors
South Carolina
$7.6M +$1.16M +8,274 +18%
AWS
463
Atria Wealth Solutions
New York
$7.52M -$679K -5,122 -8%
HCMT
464
Highland Capital Management (Tennessee)
Tennessee
$7.51M -$661K -4,986 -8%
DA
465
Dash Acquisitions
California
$7.5M -$564K -4,255 -7%
E
466
Ergoteles
New York
$7.44M +$1.99M +14,989 +36%
Walleye Capital
467
Walleye Capital
New York
$7.42M +$7.42M +55,976 New
DAM
468
Deepwater Asset Management
Minnesota
$7.37M +$7.37M +55,551 New
RSS
469
Rosenblum Silverman Sutton
California
$7.25M -$122K -921 -2%
JRP
470
Jasper Ridge Partners
California
$7.18M – – –
BIAS
471
Beacon Investment Advisory Services
New Jersey
$7.13M -$1.93M -14,553 -21%
ECM
472
ExodusPoint Capital Management
New York
$7.13M +$2.64M +19,897 +59%
SG Americas Securities
473
SG Americas Securities
New York
$7.12M -$2.88M -21,741 -29%
MSE
474
MUFG Securities EMEA
United Kingdom
$7.1M +$7.1M +53,577 New
TF
475
Talbot Financial
Washington
$7.03M +$7.03M +52,987 New
17 18
19
20 21