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Salesforce
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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 %
DT
876
Diversified Trust
Tennessee
$1.71M +$279K +2,102 +19%
CHP
877
Cable Hill Partners
Oregon
$1.69M -$65.5K -494 -4%
CHAM
878
Clear Harbor Asset Management
Connecticut
$1.68M +$904K +6,816 +116%
EWM
879
Executive Wealth Management
Michigan
$1.68M +$1.47M +11,101 +709%
1WA
880
180 Wealth Advisors
Washington
$1.68M +$376K +2,280 +29%
COI
881
Connable Office Inc
Michigan
$1.68M +$1.68M +12,644 New
NLGIA
882
Nippon Life Global Investors Americas
New York
$1.67M – – –
HFRG
883
Houlihan Financial Resource Group
Virginia
$1.67M -$90.1K -613 -5%
BDWCC
884
B&D White Capital Company
Texas
$1.67M +$1.67M +12,600 New
CG
885
Caprock Group
Idaho
$1.66M -$391K -2,946 -19%
WI
886
Wahed Invest
New York
$1.66M +$194K +1,465 +13%
GWM
887
Geneos Wealth Management
Colorado
$1.65M -$373K -2,810 -18%
OIA
888
OneDigital Investment Advisors
Kansas
$1.64M -$163K -1,231 -9%
AWM
889
Apollon Wealth Management
South Carolina
$1.64M -$173K -1,307 -10%
CS
890
Comerica Securities
Michigan
$1.64M -$150K -1,130 -8%
HIP
891
Harrell Investment Partners
Texas
$1.63M -$168K -1,264 -9%
GCM
892
Geneva Capital Management
Wisconsin
$1.63M -$176K -1,324 -10%
WSCM
893
Wellington Shields Capital Management
New York
$1.62M -$165K -6,588 -9%
RDWM
894
Red Door Wealth Management
Tennessee
$1.62M -$25.7K -194 -2%
GCM
895
Glynn Capital Management
California
$1.62M – – –
GBT
896
Grove Bank & Trust
Florida
$1.61M +$198K +1,493 +14%
EBT
897
Enterprise Bank & Trust
Massachusetts
$1.6M -$22.5K -170 -1%
MA
898
Modus Advisors
Minnesota
$1.6M +$268K +2,025 +20%
CI
899
Cigna Investments
Connecticut
$1.6M +$3.85K +29 +0.2%
EWA
900
EP Wealth Advisors
California
$1.59M +$1.59M +12,014 New
34 35
36
37 38