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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 %
SW
501
SVB Wealth
Massachusetts
$6.07M -$1.37M -10,357 -18%
OC
502
Oppenheimer & Co
New York
$6.07M -$1.16M -8,718 -16%
SSB
503
Sandy Spring Bank
Maryland
$5.98M -$631K -4,761 -10%
EIM
504
Essex Investment Management
Massachusetts
$5.97M +$87K +656 +1%
EVM
505
Evelyn V. Moreno
$5.89M +$3.09M +23,322 +111%
M
506
MOTCO
Texas
$5.86M +$178K +1,345 +3%
CA
507
Cullinan Associates
Kentucky
$5.84M -$948K -7,146 -14%
EDRH
508
Edmond de Rothschild Holding
Switzerland
$5.81M -$1.4M -10,567 -19%
PP
509
Prudential plc
United Kingdom
$5.8M +$1.83M +13,769 +46%
IB
510
Iyo Bank
Japan
$5.77M – – –
AC
511
Allstate Corporation
Illinois
$5.75M +$2.67M +20,134 +87%
AIM
512
Allstate Investment Management
Illinois
$5.75M +$5.75M +43,343 New
IMRF
513
Illinois Municipal Retirement Fund
Illinois
$5.73M – – –
BCV
514
Banque Cantonale Vaudoise
Switzerland
$5.69M -$108K -817 -2%
SAM
515
Sycomore Asset Management
France
$5.65M -$926K -7,150 -14%
CWP
516
CFM Wealth Partners
Texas
$5.64M -$165K -1,245 -3%
EOJOAM
517
E. Ohman J:or Asset Management
Sweden
$5.64M -$106K -800 -2%
AHC
518
Adell Harriman & Carpenter
Texas
$5.64M -$1.22M -9,169 -18%
RIL
519
Rothschild Investment LLC
Illinois
$5.63M -$110K -828 -2%
SWM
520
Selective Wealth Management
Virginia
$5.63M -$1.32M -8,749 -19%
AIM
521
Achmea Investment Management
Netherlands
$5.62M +$218K +1,756 +4%
FHA
522
First Horizon Advisors
Tennessee
$5.61M -$1.4M -10,552 -20%
BTWM
523
Baker Tilly Wealth Management
Wisconsin
$5.56M +$300K +2,266 +6%
LMIM
524
Lockheed Martin Investment Management
Maryland
$5.56M +$2.77M +20,920 +100%
BPA
525
Beacon Pointe Advisors
California
$5.5M +$60.7K +458 +1%
19 20
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