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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 %
ACM
726
Alight Capital Management
New York
$2.65M +$2.65M +20,000 New
LFAS
727
Level Four Advisory Services
Texas
$2.63M +$7.29K +55 +0.3%
LFRG
728
Lazard Frères Gestion
France
$2.63M -$39.8K -300 -1%
PFMU
729
Privium Fund Management (UK)
United Kingdom
$2.63M +$2.63M +19,833 New
LNC
730
Lincoln National Corp
Pennsylvania
$2.62M +$289K +2,180 +12%
CFM
731
Capricorn Fund Managers
United Kingdom
$2.61M +$993K +7,491 +62%
BBHC
732
Brown Brothers Harriman & Co
New York
$2.6M +$763K +5,756 +42%
ESCM
733
Echo Street Capital Management
New York
$2.59M +$2.33M +17,555 +898%
TCA
734
Trifecta Capital Advisors
Illinois
$2.58M +$2.58M +19,467 New
GEM
735
Global Endowment Management
North Carolina
$2.58M -$43.1K -325 -2%
H
736
HoyleCohen
California
$2.57M -$200K -1,505 -7%
ACM
737
Aljian Capital Management
Nevada
$2.57M -$72.5K -547 -3%
MCM
738
Moore Capital Management
New York
$2.56M +$2.56M +19,333 New
GP
739
Girard Partners
Pennsylvania
$2.56M -$92.9K -701 -4%
BCA
740
Bray Capital Advisors
Florida
$2.56M -$160K -1,203 -6%
SF
741
Summit Financial
New Jersey
$2.55M -$609K -4,592 -19%
Capstone Investment Advisors
742
Capstone Investment Advisors
New York
$2.55M +$285K +2,153 +13%
IWA
743
Icon Wealth Advisors
Texas
$2.54M -$204K -1,535 -7%
I
744
INVST
Indiana
$2.52M -$121K -718 -5%
MCM
745
Maytus Capital Management
New York
$2.52M +$2.52M +19,000 New
DA
746
Duality Advisers
Florida
$2.51M +$2.24M +16,892 +831%
HI
747
Horizon Investments
North Carolina
$2.51M -$135K -1,016 -5%
GIA
748
Gladstone Institutional Advisory
Florida
$2.5M -$431K -3,247 -15%
AUB
749
Atlantic Union Bankshares
Virginia
$2.5M -$622K -4,688 -20%
FIB
750
First Interstate Bank
Montana
$2.49M -$147K -1,105 -6%
28 29
30
31 32