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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 %
HAS
676
HBW Advisory Services
California
$3.27M +$60.1K +459 +2%
Lido Advisors
677
Lido Advisors
California
$3.25M -$7.54M -56,866 -70%
CCM
678
Cohen Capital Management
California
$3.23M – – –
SAM
679
Sabadell Asset Management
Spain
$3.23M +$506K +3,493 +19%
ST
680
Spinnaker Trust
Maine
$3.2M +$2.93M +22,132 +1,115%
MPWT
681
MassMutual Private Wealth & Trust
Connecticut
$3.17M +$853K +6,436 +37%
SCM
682
Shelton Capital Management
Colorado
$3.17M -$2.02M -15,201 -39%
MWM
683
Marietta Wealth Management
Georgia
$3.16M -$499K -3,763 -14%
VI
684
Vestcor Inc
New Brunswick, Canada
$3.15M -$145K -1,095 -4%
LGF
685
LGT Group Foundation
Liechtenstein
$3.13M +$841K +6,345 +37%
BFIM
686
Beese Fulmer Investment Management
Ohio
$3.12M +$112K +848 +4%
STA
687
Summit Trail Advisors
New York
$3.12M -$53K -400 -2%
WC
688
Whitney & Co
New York
$3.11M -$102K -772 -3%
MMA
689
Miracle Mile Advisors
California
$3.11M +$526K +3,965 +20%
OGF
690
Orin Green Financial
California
$3.08M +$2.06M +15,504 +200%
GIP
691
Granite Investment Partners
California
$3.03M -$8.42M -63,480 -74%
AWA
692
Arkadios Wealth Advisors
Georgia
$3.01M +$250K +1,886 +9%
JCM
693
Jag Capital Management
Missouri
$3M -$333K -2,514 -10%
BC
694
Burleson & Co
California
$2.99M +$506K +3,813 +20%
HVIA
695
Hudson Valley Investment Advisors
New York
$2.98M -$1.24M -9,375 -29%
KCM
696
Kornitzer Capital Management
Kansas
$2.97M -$149K -1,121 -5%
FFWA
697
FRG Family Wealth Advisors
Washington
$2.96M -$270K -2,040 -8%
VST
698
Van Strum & Towne
California
$2.96M -$98K -739 -3%
SIM
699
Stratos Investment Management
Ohio
$2.95M +$569K +4,289 +24%
ER
700
EVR Research
Virginia
$2.92M -$2.78M -21,000 -49%
26 27
28
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