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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 %
QFA
826
Quattro Financial Advisors
Texas
$1.97M -$944K -7,120 -32%
CWM
827
Cabot Wealth Management
Massachusetts
$1.96M -$87.4K -659 -4%
VCM
828
Vision Capital Management
Oregon
$1.96M -$903K -6,814 -32%
NB
829
NBT Bank
New York
$1.96M -$95.9K -723 -5%
QPWM
830
Quadrant Private Wealth Management
Pennsylvania
$1.95M +$1.95M +14,743 New
TC
831
Tsai Capital
New York
$1.95M -$560K -4,223 -22%
OQS
832
Occudo Quantitative Strategies
Florida
$1.95M +$1.95M +14,702 New
NFC
833
Northeast Financial Consultants
Connecticut
$1.95M +$576K +4,347 +42%
SLI
834
Sumitomo Life Insurance
Japan
$1.95M -$13.9K -105 -0.7%
BHA
835
Beech Hill Advisors
New York
$1.94M -$129K -974 -6%
BAM
836
Belpointe Asset Management
Nevada
$1.94M -$287K -2,166 -13%
CGL
837
Clarius Group LLC
Washington
$1.94M -$51.6K -389 -3%
PI
838
PFS Investments
Georgia
$1.93M -$57K -430 -3%
STC
839
Sarah T. Connolly
$1.93M +$36.9K +278 +2%
AAM
840
Advisors Asset Management
Colorado
$1.93M -$179K -1,352 -8%
FG
841
Fiduciary Group
Georgia
$1.92M -$1.84M -13,857 -49%
AIP
842
Ameritas Investment Partners
Nebraska
$1.9M -$24K -154 -1%
WR
843
WD Rutherford
Oregon
$1.9M -$146K -1,092 -7%
LWANC
844
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.89M -$86.1K -649 -4%
P
845
Pitcairn
Pennsylvania
$1.88M +$325K +2,448 +21%
CAM
846
Cozad Asset Management
Illinois
$1.87M +$65.2K +492 +4%
CBB
847
Citizens Business Bank
California
$1.87M -$84.7K -639 -4%
DCM
848
Dupont Capital Management
Delaware
$1.87M -$383K -2,892 -17%
IBOK
849
Independence Bank of Kentucky
Kentucky
$1.86M -$7.29K -55 -0.4%
QP
850
Quilter Plc
United Kingdom
$1.85M -$223K -1,681 -11%
32 33
34
35 36