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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 %
SHGA
526
Sand Hill Global Advisors
California
$5.49M -$70.8K -534 -1%
WSFS
527
Wilmington Savings Fund Society
Delaware
$5.48M -$134K -1,010 -2%
ZCM
528
Ziegler Capital Management
Illinois
$5.47M -$694K -5,231 -11%
BFS
529
Bradley Foster & Sargent
Connecticut
$5.45M -$1.42M -10,678 -21%
HCM
530
Hillman Capital Management
Maryland
$5.43M -$209K -1,576 -4%
SWIG
531
Strategic Wealth Investment Group
Kentucky
$5.43M +$970K +6,671 +22%
DWP
532
Daymark Wealth Partners
Ohio
$5.39M +$5.39M +40,626 New
IAIM
533
Industrial Alliance Investment Management
Quebec, Canada
$5.37M -$6.08M -45,880 -53%
AIM
534
Allen Investment Management
New York
$5.35M -$168K -1,267 -3%
KA
535
Kintegral Advisory
New York
$5.34M -$320K -2,415 -6%
UB
536
UMB Bank
Missouri
$5.32M -$14.8M -111,229 -73%
TCM
537
Tegean Capital Management
New York
$5.3M +$5.3M +40,000 New
PIMJS
538
PKO Investment Management Joint-Stock
Poland
$5.3M – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
539
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.3M +$3.09M +23,284 +139%
ASN
540
Advisory Services Network
Georgia
$5.29M -$72.1K -544 -1%
DWA
541
Douglass Winthrop Advisors
New York
$5.25M -$374K -2,822 -7%
DADC
542
D.A. Davidson & Co
Montana
$5.24M +$574K +4,329 +12%
Cetera Investment Advisers
543
Cetera Investment Advisers
Illinois
$5.23M +$2.14M +16,163 +70%
PTC
544
Philadelphia Trust Company
Pennsylvania
$5.22M -$1.26M -9,528 -19%
HV
545
HST Ventures
Utah
$5.17M +$3.44M +25,962 +199%
WAM
546
Wolverine Asset Management
Illinois
$5.13M +$4.98M +37,526 +3,175%
CC
547
Carlson Capital
Texas
$5.12M +$5.12M +38,600 New
MC
548
Moors & Cabot
Massachusetts
$5.05M -$110K -829 -2%
CWM
549
CMH Wealth Management
New Hampshire
$5.05M -$432K -3,259 -8%
RIA
550
RPG Investment Advisory
California
$5.03M +$60.7K +458 +1%
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