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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 %
SWA
651
Stratos Wealth Advisors
Ohio
$3.58M +$3.18M +23,969 +793%
MCM
652
McRae Capital Management
New Jersey
$3.56M -$98.8K -745 -3%
KPWS
653
Kestra Private Wealth Services
Texas
$3.56M -$239K -1,801 -6%
AWMT
654
AAFMAA Wealth Management & Trust
North Carolina
$3.55M -$184K -1,384 -5%
CC
655
Cipher Capital
New York
$3.53M +$1.22M +9,201 +53%
BZWA
656
Blue Zone Wealth Advisors
California
$3.51M +$30.8K +232 +0.9%
BRWA
657
B. Riley Wealth Advisors
Florida
$3.51M -$871K -6,570 -20%
Bessemer Group
658
Bessemer Group
New Jersey
$3.5M +$633K +4,775 +22%
OHIS
659
Oak Harvest Investment Services
Texas
$3.47M -$723K -5,452 -17%
DBG
660
De Burlo Group
Massachusetts
$3.47M -$33.1K -250 -0.9%
PWS
661
Peloton Wealth Strategists
Indiana
$3.46M +$101K +760 +3%
CC
662
Codex Capital
New York
$3.46M – – –
CAM
663
Cresset Asset Management
Illinois
$3.45M -$636 -6 -0%
SAM
664
SP Asset Management
California
$3.37M -$610K -4,600 -15%
ISB
665
Iowa State Bank
Iowa
$3.36M +$257K +1,937 +8%
LNWWM
666
Laird Norton Wetherby Wealth Management
California
$3.35M +$53.7K +405 +2%
ACM
667
Alpha Capital Management
Texas
$3.35M -$50.8K -383 -1%
PT
668
Plimoth Trust
Massachusetts
$3.34M +$197K +1,489 +6%
SIP
669
Stoneridge Investment Partners
Pennsylvania
$3.33M +$488K +3,681 +17%
QT
670
Quantbot Technologies
New York
$3.33M +$3.33M +25,132 New
EF
671
Empirical Finance
Pennsylvania
$3.32M +$276K +2,084 +9%
TCCM
672
Timber Creek Capital Management
Massachusetts
$3.31M +$1.33M +10,010 +67%
CSPIA
673
Cary Street Partners Investment Advisory
Virginia
$3.3M -$990K -7,467 -23%
ITFISA
674
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$3.3M -$398K -3,000 -11%
ECM
675
Evergreen Capital Management
Washington
$3.27M -$4.66M -35,143 -59%
25 26
27
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