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 %
CC
926
Courier Capital
New York
$1.43M -$3.32K -25 -0.2%
IWS
927
Insight Wealth Strategies
California
$1.43M +$64.4K +486 +5%
GGHC
928
Gilder Gagnon Howe & Co
New York
$1.43M -$792K -5,976 -36%
DPIM
929
Duff & Phelps Investment Management
Illinois
$1.43M – – –
JHCP
930
Jackson Hole Capital Partners
Oklahoma
$1.43M -$93.9K -708 -6%
IWC
931
Integrated Wealth Concepts
Massachusetts
$1.43M -$959K -7,235 -40%
BTI
932
Blue Trust Inc
Georgia
$1.42M +$329K +2,284 +30%
AAM
933
Arabesque Asset Management
United Kingdom
$1.42M +$1.42M +10,701 New
MWM
934
Mission Wealth Management
California
$1.41M -$28.6K -216 -2%
ACA
935
Aptus Capital Advisors
Alabama
$1.41M -$3.05M -23,003 -68%
BCM
936
Boltwood Capital Management
California
$1.4M -$19.5K -147 -1%
ISL
937
Ingalls & Snyder LLC
New York
$1.4M -$1.96M -14,785 -58%
HW
938
Hancock Whitney
Mississippi
$1.4M -$15.1K -114 -1%
SIA
939
Schechter Investment Advisors
Michigan
$1.4M +$378K +2,853 +37%
GGI
940
GPM Growth Investors
Michigan
$1.39M -$107K -808 -7%
LOAMS
941
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.39M -$509K -3,836 -27%
PH
942
Pinnacle Holdings
Oklahoma
$1.39M -$237K -1,790 -15%
DAM
943
Deltec Asset Management
New York
$1.39M -$809K -6,100 -37%
TSWM
944
Triangle Securities Wealth Management
North Carolina
$1.39M -$66.8K -504 -5%
WF
945
Welch & Forbes
Massachusetts
$1.39M +$5.97K +45 +0.4%
FWM
946
Finer Wealth Management
Massachusetts
$1.39M -$105K -790 -7%
SC
947
Sepio Capital
Utah
$1.39M -$1.69M -12,768 -55%
IP
948
Interval Partners
New York
$1.38M -$22.1M -166,560 -94%
CA
949
Clearstead Advisors
Ohio
$1.38M -$743K -5,602 -35%
SWM
950
SeaCrest Wealth Management
New York
$1.38M -$220K -1,657 -14%
36 37
38
39 40