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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 %
RCM
701
RB Capital Management
Nevada
$2.9M -$137K -1,030 -4%
TCM
702
Twin Capital Management
Pennsylvania
$2.9M -$25.7K -194 -0.9%
RAM
703
Roanoke Asset Management
New Jersey
$2.89M -$221K -1,665 -7%
CDH
704
Charles D. Hyman
$2.89M -$541K -4,080 -16%
API
705
Advisor Partners II
California
$2.87M -$119K -901 -4%
AA
706
ALPS Advisors
Colorado
$2.85M -$381K -2,873 -12%
SFI
707
Siemens Fonds Invest
Germany
$2.81M -$328K -2,475 -10%
SCA
708
Snowden Capital Advisors
New York
$2.8M -$612K -4,614 -18%
PIA
709
Petredis Investment Advisors
Pennsylvania
$2.78M +$2.78M +20,933 New
CUAMC
710
China Universal Asset Management Company
China
$2.77M -$2.07M -15,643 -43%
MKA
711
M. Kulyk & Associates
Georgia
$2.76M +$138K +1,040 +5%
EWM
712
Elite Wealth Management
Washington
$2.76M +$37K +279 +1%
OCM
713
Once Capital Management
New York
$2.76M – – –
PG
714
Pendal Group
Australia
$2.76M +$430K +3,246 +19%
BCCM
715
Bridge Creek Capital Management
Massachusetts
$2.74M +$144K +1,087 +6%
BFM
716
Boston Financial Management
Massachusetts
$2.74M +$75.2K +567 +3%
DA
717
Dillon & Associates
Michigan
$2.73M +$109K +823 +4%
SC
718
Sawyer & Company
Massachusetts
$2.73M -$9.94K -75 -0.4%
GCM
719
Graham Capital Management
Connecticut
$2.71M -$635K -4,792 -19%
WIA
720
Westbourne Investment Advisors
Maryland
$2.69M +$73K +551 +3%
CCA
721
Checchi Capital Advisers
California
$2.68M -$200K -1,506 -7%
PCM
722
Parsons Capital Management
Rhode Island
$2.68M -$1.48M -11,135 -36%
PCA
723
Pallas Capital Advisors
Massachusetts
$2.67M -$1.08M -7,111 -29%
GPTE
724
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.67M – – –
MWM
725
Meridian Wealth Management
Kentucky
$2.66M -$573K -4,318 -18%
27 28
29
30 31