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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 %
WS
551
Wedbush Securities
California
$4.99M -$318K -2,396 -6%
WMC
552
Westwood Management Corporation
Illinois
$4.99M -$636K -4,800 -11%
FNT
553
First National Trust
Pennsylvania
$4.99M +$4.24K +32 +0.1%
VPIM
554
Vanguard Personalized Indexing Management
California
$4.97M -$2.66M -20,026 -35%
SCA
555
Stonebridge Capital Advisors
Minnesota
$4.97M +$360K +2,712 +8%
PA
556
Profund Advisors
Maryland
$4.95M +$108K +814 +2%
BWFA
557
Baltimore-Washington Financial Advisors
Maryland
$4.92M -$299K -2,256 -6%
OPCM
558
Osborne Partners Capital Management
California
$4.91M +$368K +2,772 +8%
ZCA
559
Zeke Capital Advisors
Pennsylvania
$4.9M -$2.04M -15,359 -29%
FLPIM
560
F.L. Putnam Investment Management
Massachusetts
$4.9M +$1.18M +8,936 +32%
OPS
561
Orion Portfolio Solutions
Nebraska
$4.89M +$104K +783 +2%
PFS
562
Prospera Financial Services
Texas
$4.88M -$511K -3,856 -9%
BWL
563
Bogart Wealth LLC
Virginia
$4.86M +$647K +4,878 +15%
MIC
564
Means Investment Company
Maine
$4.84M -$112K -845 -2%
CAM
565
Cidel Asset Management
Ontario, Canada
$4.79M +$4.79M +36,123 New
JMFC
566
J.M. Forbes & Co
Massachusetts
$4.77M -$1.12M -8,421 -19%
USAA
567
United Services Automobile Association
Texas
$4.76M -$366K -2,757 -7%
ALAM
568
Asahi Life Asset Management
Japan
$4.76M -$1.22M -9,230 -20%
JIC
569
Johnson Investment Counsel
Ohio
$4.75M -$417K -3,143 -8%
CM
570
Corvex Management
New York
$4.74M -$75M -565,599 -94%
KRSITF
571
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.73M – – –
EP
572
Edgestream Partners
New Jersey
$4.69M +$1.39M +10,471 +42%
NRS
573
Neville Rodie & Shaw
New York
$4.68M -$1.43M -10,792 -23%
ET
574
Equitable Trust
Tennessee
$4.66M -$5.56M -41,958 -54%
IIM
575
INTECH Investment Management
Florida
$4.65M -$2.63M -19,813 -36%
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