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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 %
MIM
476
Marco Investment Management
Georgia
$7.02M -$609K -4,590 -8%
NAMM
477
NorthStar Asset Management (Massachusetts)
Massachusetts
$7.02M +$143K +1,081 +2%
CAPTRUST Financial Advisors
478
CAPTRUST Financial Advisors
North Carolina
$6.95M -$105K -794 -1%
OCM
479
One Capital Management
California
$6.88M +$6.38M +48,123 +1,265%
CC
480
Cornerstone Capital
California
$6.78M -$3.61M -27,200 -35%
AC
481
Abbrea Capital
California
$6.76M -$211K -1,594 -3%
CGH
482
Crossmark Global Holdings
Texas
$6.74M -$33.3K -251 -0.5%
PMEF
483
Point72 Middle East FZE
United Arab Emirates
$6.72M +$6.72M +50,676 New
LCM
484
Laurion Capital Management
New York
$6.65M +$6.33M +47,759 +2,018%
CTA
485
Chesley Taft & Associates
Illinois
$6.62M -$73.6K -555 -1%
NAM
486
Nexpoint Asset Management
Texas
$6.6M – – –
WF
487
WoodTrust Financial
Wisconsin
$6.6M +$2.63M +19,839 +66%
CC
488
Clearline Capital
New York
$6.52M +$5.8M +43,735 +799%
CIA
489
Covington Investment Advisors
Pennsylvania
$6.36M -$292K -2,200 -4%
NMERB
490
New Mexico Educational Retirement Board
New Mexico
$6.34M -$398K -3,000 -6%
VRS
491
Virginia Retirement Systems
Virginia
$6.32M -$345K -2,600 -5%
GFA
492
Gifford Fong Associates
California
$6.31M – – –
BCMO
493
Buckingham Capital Management (Ohio)
Ohio
$6.31M -$38.7K -292 -0.6%
PIM
494
Progressive Investment Management
Oregon
$6.21M +$43.2K +326 +0.7%
PAM
495
Private Asset Management
California
$6.2M -$231K -1,745 -4%
Wealthfront Advisers
496
Wealthfront Advisers
California
$6.19M +$825K +6,223 +15%
ECM
497
Exchange Capital Management
Michigan
$6.16M +$41K +309 +0.7%
HNB
498
Huntington National Bank
Ohio
$6.15M -$1.5M -11,294 -20%
BF
499
BOK Financial
Oklahoma
$6.12M -$685K -5,163 -10%
EWM
500
Edge Wealth Management
New York
$6.09M -$848K -6,467 -12%
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