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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 %
HSA
1026
HBK Sorce Advisory
Pennsylvania
$1.09M +$527K +3,973 +94%
ETC
1027
Exchange Traded Concepts
Oklahoma
$1.08M -$58.2K -439 -5%
WANY
1028
Wealthspire Advisors (New York)
New York
$1.08M +$244K +1,837 +29%
OHWP
1029
Oak Harbor Wealth Partners
North Carolina
$1.08M -$125K -942 -10%
IAS
1030
IMA Advisory Services
Colorado
$1.07M -$147K -1,111 -12%
WA
1031
Wealth Alliance
New York
$1.07M -$559K -4,220 -34%
MGIA
1032
Moneta Group Investment Advisors
Missouri
$1.07M -$298K -1,775 -22%
BP
1033
Ballentine Partners
Massachusetts
$1.06M -$637K -4,805 -37%
SACTSONJ
1034
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.06M – – –
MOS
1035
MGO One Seven
Ohio
$1.06M +$23.1K +174 +2%
SYBT
1036
Stock Yards Bank & Trust
Kentucky
$1.06M -$7.29K -55 -0.7%
GG
1037
Golden Green
South Carolina
$1.06M +$13.9K +105 +1%
HJMC
1038
Hellman Jordan Management Company
Massachusetts
$1.06M -$20.3K -153 -2%
PJSIMP
1039
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.05M -$136K -1,023 -11%
TW
1040
TrinityPoint Wealth
Connecticut
$1.05M -$258K -1,943 -20%
SAM
1041
Stansberry Asset Management
Texas
$1.05M +$98.4K +742 +10%
WA
1042
Wambolt & Associates
Colorado
$1.05M -$512 -440 -0%
QCM
1043
Quantinno Capital Management
New York
$1.05M -$481K -3,631 -32%
KTM
1044
Keeler Thomas Management
Utah
$1.04M -$146K -1,099 -12%
FMB
1045
Field & Main Bank
Kentucky
$1.04M +$3.32K +25 +0.3%
FAIM
1046
Financial Advocates Investment Management
Washington
$1.04M +$446K +3,367 +75%
WI
1047
Wintrust Investments
Illinois
$1.04M +$33.9K +256 +3%
CWM
1048
Calamos Wealth Management
Illinois
$1.03M -$5.47M -41,291 -84%
GI
1049
GS Investments
Minnesota
$1.02M -$229K -1,727 -18%
SAM
1050
Steinberg Asset Management
New York
$1.02M +$20K +151 +2%
40 41
42
43 44