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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 %
GWMIA
951
Global Wealth Management Investment Advisory
Florida
$1.38M +$22.5K +170 +2%
RC
952
Resonate Capital
California
$1.38M -$150K -1,134 -10%
UBG
953
United Bank (Georgia)
Georgia
$1.37M +$234K +1,766 +21%
FHB
954
First Hawaiian Bank
Hawaii
$1.34M -$7.3K -55 -0.5%
AFAS
955
Acorn Financial Advisory Services
Virginia
$1.33M +$130K +979 +11%
EFM
956
E Fund Management
China
$1.33M -$13.5K -102 -1%
IM
957
Islet Management
New York
$1.33M +$1.33M +10,000 New
ACMH
958
Andar Capital Management (HK)
Hong Kong
$1.33M +$1.33M +10,000 New
F1I
959
Fund 1 Investments
Puerto Rico
$1.33M +$1.33M +10,000 New
ARMT
960
Amica Retiree Medical Trust
Rhode Island
$1.33M +$235K +1,771 +22%
MTIM
961
Marathon Trading Investment Management
Pennsylvania
$1.32M +$977K +7,366 +283%
CIA
962
Cohen Investment Advisors
New Hampshire
$1.32M +$30.4K +229 +2%
QI
963
Qtron Investments
Massachusetts
$1.31M +$393K +2,961 +43%
BB
964
Berkshire Bank
Massachusetts
$1.31M -$448K -3,380 -25%
MFG
965
Merit Financial Group
Georgia
$1.3M +$55.4K +418 +4%
ONSWM
966
Old North State Wealth Management
North Carolina
$1.3M -$276K -2,080 -18%
QPW
967
Quantum Private Wealth
Florida
$1.3M +$10.9K +82 +0.8%
MA
968
Mutual Advisors
Nebraska
$1.29M -$26.5K -200 -2%
IRAG
969
Investment Research & Advisory Group
Georgia
$1.29M -$672K -5,070 -34%
Koshinski Asset Management
970
Koshinski Asset Management
Illinois
$1.28M -$100K -754 -7%
AFG
971
Alterity Financial Group
Maine
$1.28M -$32.5K -245 -2%
TIA
972
Tiemann Investment Advisors
California
$1.28M +$55K +415 +5%
AMCA
973
Arthur M. Cohen & Associates
Illinois
$1.27M -$15.9K -120 -1%
BB
974
Bell Bank
North Dakota
$1.26M -$63.4K -478 -5%
GKFF
975
George Kaiser Family Foundation
Oklahoma
$1.26M +$281K +2,119 +29%
37 38
39
40 41