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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 %
AAM
801
Azzad Asset Management
Virginia
$2.11M -$1.5M -11,285 -42%
TFS
802
Thoroughbred Financial Services
Tennessee
$2.1M -$232K -1,750 -10%
CI
803
CAZ Investments
Texas
$2.1M +$1.05M +7,900 +100%
DAS
804
Dynamic Advisor Solutions
Arizona
$2.08M +$182K +1,376 +10%
PCOC
805
Power Corp of Canada
Canada
$2.08M – – –
SAI
806
Systematic Alpha Investments
New Jersey
$2.07M – – –
SVWAG
807
Sound View Wealth Advisors Group
Georgia
$2.07M -$327K -1,242 -14%
TF
808
TIAA FSB
Florida
$2.04M -$15.6M -117,533 -88%
TC
809
Tairen Capital
Hong Kong
$2.04M +$2.04M +15,390 New
LTAS
810
Linden Thomas Advisory Services
North Carolina
$2.03M +$2.03M +15,312 New
AWM
811
Avior Wealth Management
Nebraska
$2.03M +$207K +1,560 +11%
HZ
812
Hixon Zuercher
Ohio
$2.03M +$55.3K +417 +3%
CPIG
813
Chicago Partners Investment Group
Illinois
$2.02M +$2.06K +12 +0.1%
SCP
814
Stamos Capital Partners
California
$2.01M -$1.42M -10,730 -41%
MWA
815
Meridian Wealth Advisors
Texas
$2M +$346K +2,611 +21%
DI
816
DFPG Investments
Utah
$2M +$1.74M +11,974 +654%
ZB
817
Zions Bancorporation
Utah
$1.99M -$452K -3,406 -18%
TC
818
Telemus Capital
Michigan
$1.99M -$286K -2,037 -13%
FHA
819
Flagship Harbor Advisors
Massachusetts
$1.99M +$221K +1,666 +13%
SEC
820
Seven Eight Capital
New York
$1.99M +$1.99M +14,991 New
MM
821
Meridian Management
Arkansas
$1.98M -$1.09M -8,250 -36%
BHIA
822
Birch Hill Investment Advisors
Massachusetts
$1.98M -$765K -5,768 -28%
WIC
823
Woodmont Investment Counsel
Tennessee
$1.98M +$443K +3,339 +29%
NHT
824
New Hampshire Trust
New Hampshire
$1.98M +$1.98M +14,928 New
ERWM
825
Elk River Wealth Management
Colorado
$1.97M -$320K -2,415 -14%
31 32
33
34 35