CRM icon

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 %
RCM
851
Rokos Capital Management
United Kingdom
$1.85M -$24.3M -185,737 -93%
BAM
852
Beaumont Asset Management
Texas
$1.84M -$56.9K -429 -3%
CF
853
Centaurus Financial
California
$1.83M -$414K -3,119 -18%
FTDI
854
First Trust Direct Indexing
Massachusetts
$1.82M -$195K -1,469 -10%
YDMI
855
Y.D. More Investments
Israel
$1.82M +$1.82M +13,737 New
JWCA
856
J.W. Cole Advisors
Florida
$1.81M -$432K -3,255 -19%
VIA
857
Vident Investment Advisory
Georgia
$1.81M +$64.6K +487 +4%
AFA
858
Arlington Financial Advisors
California
$1.8M -$263K -1,987 -13%
BFG
859
Bleakley Financial Group
New Jersey
$1.79M +$1.79M +13,537 New
CAL
860
Capital Analysts LLC
Pennsylvania
$1.79M +$238K +1,793 +15%
SWA
861
SFMG Wealth Advisors
Texas
$1.78M -$270K -2,040 -13%
WCM
862
Wunderlich Capital Managemnt
Tennessee
$1.78M +$17.9K +135 +1%
KA
863
Kerrisdale Advisers
Florida
$1.77M +$464K +3,500 +35%
AL
864
Aspiriant LLC
California
$1.77M +$29.4K +222 +2%
DBT
865
Dubuque Bank & Trust
Iowa
$1.77M -$226K -1,705 -11%
WP
866
WealthShield Partners
North Carolina
$1.74M +$321K +2,418 +23%
PSC
867
Portman Square Capital
United Kingdom
$1.73M +$1.73M +13,082 New
WAS
868
Winch Advisory Services
Wisconsin
$1.73M -$108K -814 -6%
CA
869
CGN Advisors
Kansas
$1.73M +$770K +5,804 +80%
LS
870
Livforsakringsbolaget Skandia
Sweden
$1.73M +$955K +7,200 +123%
MIC
871
Maxi Investments CY
Cyprus
$1.72M – – –
B
872
Bailard
California
$1.72M +$655K +4,942 +62%
PWP
873
Private Wealth Partners
California
$1.72M -$394K -2,968 -19%
VCM
874
Verde Capital Management
Michigan
$1.72M -$14.2K -107 -0.8%
SC
875
Scholtz & Company
Connecticut
$1.72M -$141K -1,067 -8%
33 34
35
36 37