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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 %
CI
626
Ceera Investments
Texas
$3.85M +$1.08M +8,146 +39%
SRC
627
Shufro Rose & Co
New York
$3.84M -$165K -1,242 -4%
OA
628
Oak Associates
Ohio
$3.84M -$5.61M -42,321 -59%
BJL
629
Brighton Jones LLC
Washington
$3.82M -$66.8K -504 -2%
CTC
630
Central Trust Company
Missouri
$3.81M -$1.36M -10,230 -26%
SWP
631
Stratos Wealth Partners
Ohio
$3.8M -$90.7K -684 -2%
CSS
632
Cubist Systematic Strategies
Connecticut
$3.8M -$12.7M -96,047 -77%
GAAM
633
Guinness Atkinson Asset Management
California
$3.79M -$193K -1,456 -5%
SAS
634
Stelac Advisory Services
New York
$3.78M +$2.05M +15,493 +119%
CG
635
Colony Group
Massachusetts
$3.77M +$775K +5,843 +26%
CK
636
Cohen Klingenstein
New York
$3.75M – – –
EWM
637
Evercore Wealth Management
New York
$3.72M -$1.49M -11,261 -29%
M
638
Mirova
France
$3.72M +$57.3K +432 +2%
BFEC
639
Benjamin F. Edwards & Company
Missouri
$3.71M +$152K +1,148 +4%
SA
640
Strategic Advisors
New York
$3.7M -$86.3K -651 -2%
WB
641
Webster Bank
Connecticut
$3.68M -$302K -2,281 -8%
S
642
Seeyond
France
$3.67M +$2.44M +18,382 +198%
CIG
643
Consolidated Investment Group
Colorado
$3.66M – – –
MGWM
644
Marks Group Wealth Management
Minnesota
$3.65M +$140K +1,058 +4%
FFP
645
FourThought Financial Partners
Florida
$3.65M +$3.65M +27,503 New
Verition Fund Management
646
Verition Fund Management
Connecticut
$3.63M -$2.85M -21,490 -44%
BCM
647
Brookstone Capital Management
Illinois
$3.61M +$489K +3,483 +16%
SB
648
Simmons Bank
Arkansas
$3.59M +$169K +1,273 +5%
RCAMU
649
Rothschild & Co Asset Management US
Connecticut
$3.59M +$3.59M +27,042 New
SRFM
650
Shannon River Fund Management
New York
$3.58M -$15M -113,464 -81%
24 25
26
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