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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 %
KeyBank National Association
576
KeyBank National Association
Ohio
$4.65M -$523K -3,947 -10%
BCM
577
Barrier Capital Management
California
$4.6M -$2.41M -18,165 -34%
SPC
578
Sigma Planning Corp
Michigan
$4.6M -$608K -4,583 -12%
XWM
579
Xcel Wealth Management
Florida
$4.59M -$2.08M -15,661 -31%
SPIO
580
Seven Post Investment Office
California
$4.59M – – –
TCOV
581
Trust Company of Vermont
Vermont
$4.59M -$474K -3,573 -9%
FFA
582
Fragasso Financial Advisors
Pennsylvania
$4.55M +$200K +1,509 +5%
PA
583
Parallel Advisors
California
$4.54M -$574K -4,328 -11%
WIM
584
Waverton Investment Management
United Kingdom
$4.53M -$209K -1,580 -4%
GIM
585
Grassi Investment Management
California
$4.53M -$29.8K -225 -0.7%
WTC
586
WhitTier Trust Company
Nevada
$4.52M +$1.33K +10 +0%
YWP
587
YorkBridge Wealth Partners
New York
$4.52M -$407K -3,072 -8%
MHC
588
Meyer Handelman Company
New York
$4.5M -$104K -785 -2%
TM
589
Tiger Management
New York
$4.47M – – –
CB
590
Commerce Bank
Missouri
$4.47M -$779K -5,878 -15%
AI
591
AXS Investments
New York
$4.46M -$283K -2,138 -6%
AAS
592
Avantax Advisory Services
Texas
$4.45M -$198K -1,497 -4%
KIA
593
KCM Investment Advisors
California
$4.43M -$210K -1,581 -5%
AssetMark Inc
594
AssetMark Inc
California
$4.42M +$260K +1,964 +6%
ECU
595
Eisler Capital (UK)
United Kingdom
$4.41M -$12.6M -94,658 -74%
EI
596
Ethic Inc
New York
$4.4M -$1.32M -9,988 -23%
TI
597
Tidal Investments
Wisconsin
$4.38M +$742K +5,595 +20%
VFA
598
Valeo Financial Advisors
Indiana
$4.38M -$233K -4,203 -5%
AAF
599
Andra AP-fonden
Sweden
$4.38M +$1.59M +12,000 +57%
GVAG
600
Great Valley Advisor Group
Delaware
$4.37M +$29.2K +220 +0.7%
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