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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
$800M
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
$4.73B
2
Jennison Associates
Jennison Associates
New York
$1.01B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.49B
4
ACM
AKRE Capital Management
Virginia
$0
5
DZ Bank
DZ Bank
Germany
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity International
26
Fidelity International
Bermuda
$796M +$155M +1,167,975 +24%
Charles Schwab
27
Charles Schwab
California
$689M +$23.7M +178,840 +4%
AWA
28
Arete Wealth Advisors
Illinois
$682M -$39.4M -297 -5%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$672M +$21.6M +162,949 +3%
PAMS
30
Pictet Asset Management (Switzerland)
Switzerland
$654M +$45.1M +340,068 +7%
T. Rowe Price Investment Management
31
T. Rowe Price Investment Management
Maryland
$629M +$68.1M +513,892 +12%
Barclays
32
Barclays
United Kingdom
$571M +$284M +2,144,093 +99%
Franklin Resources
33
Franklin Resources
California
$570M -$189M -1,427,164 -25%
Deutsche Bank
34
Deutsche Bank
Germany
$553M -$29.8M -224,792 -5%
Swiss National Bank
35
Swiss National Bank
Switzerland
$539M -$32.2M -243,054 -6%
SGA
36
Sustainable Growth Advisers
Connecticut
$528M -$13.4M -100,755 -2%
ClearBridge Investments
37
ClearBridge Investments
New York
$508M -$215M -1,621,334 -30%
FCM
38
Farallon Capital Management
California
$501M +$228M +1,719,900 +83%
Capital Research Global Investors
39
Capital Research Global Investors
California
$489M +$489M +3,688,307 New
Flossbach Von Storch
40
Flossbach Von Storch
Germany
$488M +$24.8M +187,341 +5%
IFP
41
Independent Franchise Partners
United Kingdom
$461M -$8.22M -61,965 -2%
Lazard Asset Management
42
Lazard Asset Management
New York
$459M +$78.1M +588,794 +21%
BI
43
BlueSpruce Investments
Illinois
$455M +$78.2M +589,840 +21%
Point72 Asset Management
44
Point72 Asset Management
Connecticut
$444M +$444M +3,345,741 New
Wells Fargo
45
Wells Fargo
California
$442M -$70M -528,167 -14%
Baillie Gifford & Co
46
Baillie Gifford & Co
United Kingdom
$439M +$2.55M +19,212 +0.6%
UBS Group
47
UBS Group
Switzerland
$438M -$338M -2,552,415 -44%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$438M -$3.86M -29,116 -0.9%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$407M +$16.9M +127,500 +4%
Millennium Management
50
Millennium Management
New York
$406M +$344M +2,592,200 +554%
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