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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 %
PVH
601
Psagot Value Holdings
Israel
$4.32M +$866K +6,530 +25%
LOAME
602
Lombard Odier Asset Management (Europe)
United Kingdom
$4.29M +$349K +2,632 +9%
ACIM
603
Azimuth Capital Investment Management
Michigan
$4.27M -$1.71M -12,897 -29%
FT
604
Fiduciary Trust
Massachusetts
$4.27M +$32.9K +248 +0.8%
FDCDDQ
605
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.22M +$608K +4,585 +17%
CG
606
Cutler Group
California
$4.2M -$1.06M -7,967 -20%
SSA
607
Schonfeld Strategic Advisors
New York
$4.18M -$11.4M -85,792 -73%
NMIMC
608
Northwestern Mutual Investment Management Company
Wisconsin
$4.16M -$744K -5,613 -15%
GL
609
Governors Lane
New York
$4.12M -$11.6M -87,400 -74%
TRCT
610
Tower Research Capital (TRC)
New York
$4.12M -$13.7M -103,142 -77%
VAS
611
Vestmark Advisory Solutions
Massachusetts
$4.1M -$1.09M -8,205 -21%
MGP
612
Metis Global Partners
California
$4.09M +$1.71M +12,914 +72%
BHB
613
Bank Hapoalim BM
Israel
$4.07M -$1.22M -9,210 -23%
AF
614
Arrow Financial
New York
$4.03M +$622K +4,693 +18%
OSAM
615
O'Shaughnessy Asset Management
Connecticut
$4.01M +$41K +309 +1%
SAM
616
Shell Asset Management
Netherlands
$4M -$1.5M -11,347 -27%
BOTW
617
Bank of the West
California
$3.94M -$206K -1,555 -5%
NCM
618
Novare Capital Management
North Carolina
$3.91M +$132K +999 +4%
PA
619
Pinnacle Associates
New York
$3.91M +$1.44M +10,836 +58%
SCM
620
Snowhook Capital Management
New York
$3.9M +$3.9M +29,447 New
FPCM
621
Financial Partners Capital Management
New York
$3.89M -$172K -1,300 -4%
ACM
622
Aquatic Capital Management
Illinois
$3.89M +$3.89M +29,300 New
RJT
623
Raymond James Trust
Florida
$3.88M -$362K -2,728 -9%
AAM
624
Autus Asset Management
Arizona
$3.88M -$417K -3,142 -10%
PSC
625
Prentiss Smith & Co
Vermont
$3.87M -$77.4K -584 -2%
23 24
25
26 27