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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 %
BWA
751
BDO Wealth Advisors
Florida
$2.49M – – –
SC
752
SouthState Corp
Florida
$2.48M -$78K -588 -3%
MFS
753
Mirabella Financial Services
United Kingdom
$2.48M +$2.48M +18,681 New
TCOK
754
Trust Company of Kansas
Kansas
$2.47M -$182K -1,370 -7%
DWT
755
Dorsey & Whitney Trust
South Dakota
$2.47M -$141K -1,067 -5%
BIP
756
Bouvel Investment Partners
Pennsylvania
$2.45M -$9.81K -74 -0.4%
GC
757
Garde Capital
Washington
$2.43M -$478K -3,603 -16%
MCP
758
Mirador Capital Partners
California
$2.43M -$123K -924 -5%
HCA
759
Harbour Capital Advisors
Virginia
$2.43M -$368K -2,731 -13%
LBC
760
Lawrence B. Cohen
$2.42M +$9.55K +72 +0.4%
DJSG
761
D.J. St. Germain
Massachusetts
$2.41M +$73.8K +1,112 +3%
GLAM
762
Gardner Lewis Asset Management
Pennsylvania
$2.41M -$1.19M -8,970 -33%
VVP
763
Venture Visionary Partners
Ohio
$2.39M -$33.5K -253 -1%
VIA
764
Vickerman Investment Advisors
Washington
$2.37M +$501K +3,782 +27%
PAS
765
Park Avenue Securities
New York
$2.37M -$54.2K -409 -2%
MNBTD
766
Moody National Bank Trust Division
Texas
$2.37M -$42.3K -319 -2%
WAOTB
767
Wealth Advisors of Tampa Bay
Florida
$2.36M -$39.5K -298 -2%
CIP
768
Chartwell Investment Partners
Pennsylvania
$2.36M -$806K -6,077 -25%
PGFC
769
Peapack-Gladstone Financial Corp
New Jersey
$2.36M -$885K -6,673 -27%
AWAU
770
Alliance Wealth Advisors (Utah)
Utah
$2.36M +$2.36M +17,766 New
BONST
771
Bank of Nova Scotia Trust
Ontario, Canada
$2.36M +$16.4K +124 +0.7%
CP
772
CenterBook Partners
Connecticut
$2.35M +$1.92M +14,517 +456%
CG
773
Carmignac Gestion
France
$2.34M -$64.5M -486,835 -97%
HCM
774
Harvey Capital Management
Florida
$2.34M -$458K -3,455 -16%
MCM
775
MAI Capital Management
Ohio
$2.34M -$499K -3,763 -18%
29 30
31
32 33