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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 %
GAM
1001
Grandview Asset Management
Pennsylvania
$1.19M -$151K -1,141 -11%
PWP
1002
Principle Wealth Partners
Connecticut
$1.18M -$13.8K -104 -1%
KA
1003
Kovack Advisors
Florida
$1.18M -$515K -3,885 -30%
AIA
1004
Avalon Investment & Advisory
Texas
$1.18M -$380K -2,863 -24%
LPT
1005
Legacy Private Trust
Wisconsin
$1.18M -$485K -3,660 -29%
BOSSRA
1006
B.O.S.S. Retirement Advisors
Utah
$1.17M +$1.17M +8,813 New
PBT
1007
Pictet Bank & Trust
Bahamas
$1.17M +$137K +1,035 +13%
OL
1008
Optas LLC
Texas
$1.17M +$2.25K +17 +0.2%
IIA
1009
IPG Investment Advisors
California
$1.16M -$295K -2,222 -20%
BSB
1010
Bangor Savings Bank
Maine
$1.16M -$97.2K -733 -8%
LMKC
1011
L.M. Kohn & Company
Ohio
$1.15M -$132K -993 -10%
HWM
1012
HB Wealth Management
Georgia
$1.15M +$390K +2,939 +51%
IAIM
1013
International Assets Investment Management
Florida
$1.15M +$294K +2,215 +34%
PA
1014
Procyon Advisors
Connecticut
$1.14M +$147K +1,109 +15%
AG
1015
AIA Group
Hong Kong
$1.14M +$225K +1,700 +25%
PCS
1016
Personal CFO Solutions
New Jersey
$1.14M -$76.1K -574 -6%
PCIG
1017
Partners Capital Investment Group
Massachusetts
$1.13M -$54.6K -412 -5%
AF
1018
Aldebaran Financial
$1.13M +$177K +1,337 +19%
ECG
1019
Edge Capital Group
Georgia
$1.13M +$487K +3,673 +76%
CCG
1020
Coastwise Capital Group
California
$1.12M +$45.5K +343 +4%
HCCM
1021
Hudson Canyon Capital Management
New York
$1.12M +$1.12M +8,450 New
EAM
1022
Eagle Asset Management
Florida
$1.11M +$56.7K +421 +5%
EF
1023
Empowered Funds
Pennsylvania
$1.11M +$401K +3,022 +56%
FAM
1024
Fred Alger Management
New York
$1.11M -$17.1M -129,334 -94%
EWM
1025
Elmwood Wealth Management
California
$1.1M -$1.72K -13 -0.2%
39 40
41
42 43