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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 %
ATC
776
Argent Trust Co
Tennessee
$2.32M +$143K +1,076 +7%
RC
777
Roundview Capital
New Jersey
$2.31M -$763K -5,753 -25%
V
778
Veritable
Delaware
$2.27M -$14.7K -111 -0.6%
APP
779
Alpha Paradigm Partners
Illinois
$2.27M +$1.31M +9,876 +137%
SFS
780
Sowell Financial Services
Arkansas
$2.27M +$491K +3,702 +28%
LW
781
Linscomb Wealth
Texas
$2.24M +$35.3K +266 +2%
CWP
782
Capital Wealth Planning
Florida
$2.22M +$7.69K +58 +0.3%
VI
783
Versor Investments
New York
$2.22M +$1.3M +9,787 +141%
KOCAA
784
Knights of Columbus Asset Advisors
Connecticut
$2.21M -$256K -1,930 -10%
KAS
785
Kemnay Advisory Services
New York
$2.2M – – –
PAM
786
Pegasus Asset Management
New York
$2.18M +$1.33K +10 +0.1%
RWA
787
Roberts Wealth Advisors
California
$2.18M -$118K -877 -5%
SS
788
Sunbelt Securities
Texas
$2.18M +$276K +2,078 +14%
SF
789
Symphony Financial
Texas
$2.17M -$198K -1,412 -8%
KFP
790
KMG Fiduciary Partners
Ohio
$2.17M -$84.1K -634 -4%
TCA
791
Transcend Capital Advisors
New Jersey
$2.17M -$73.3K -553 -3%
SIC
792
Salem Investment Counselors
North Carolina
$2.16M -$1.26M -9,497 -37%
NPT
793
Nixon Peabody Trust
Massachusetts
$2.15M +$180K +1,354 +9%
HBT
794
Hills Bank & Trust
Iowa
$2.14M -$63.4K -478 -3%
WPP
795
Whalerock Point Partners
Rhode Island
$2.14M -$250K -1,885 -10%
CNC
796
Canandaigua National Corp
New York
$2.14M +$333K +2,514 +19%
HIA
797
Harbor Investment Advisory
Maryland
$2.13M -$751K -5,664 -26%
PCH
798
PGIM Custom Harvest
New Jersey
$2.13M +$2.13M +16,035 New
SAM
799
Sompo Asset Management
Japan
$2.11M +$105K +790 +5%
MYLI
800
Meiji Yasuda Life Insurance
Japan
$2.11M -$18K -136 -0.8%
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