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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 %
CRIG
1051
Charter Research & Investment Group
Connecticut
$1.01M -$35.8K -270 -3%
LWM
1052
Laidlaw Wealth Management
New York
$1.01M +$237K +1,788 +31%
SBIA
1053
Sheaff Brock Investment Advisors
Indiana
$1.01M +$55.6K +419 +6%
KTC
1054
Kistler-Tiffany Companies
Pennsylvania
$1.01M +$64.3K +485 +7%
CCG
1055
Ceeto Capital Group
Florida
$1.01M -$259K -1,950 -20%
CI
1056
Cavalier Investments
Georgia
$1.01M -$15.9K -120 -2%
IWM
1057
IHT Wealth Management
Illinois
$1.01M -$217K -1,637 -18%
IAS
1058
Insigneo Advisory Services
Florida
$1M +$1M +7,573 New
Squarepoint
1059
Squarepoint
New York
$990K -$17M -128,342 -95%
HT
1060
Heritage Trust
Oklahoma
$989K +$98.9K +746 +11%
HI
1061
Harbour Investments
Wisconsin
$987K +$93.3K +704 +10%
CCM
1062
Chickasaw Capital Management
Tennessee
$979K -$40.4K -305 -4%
MTIC
1063
Missouri Trust & Investment Company
Missouri
$977K -$238K -1,793 -20%
WA
1064
WP Advisors
California
$976K -$171K -1,287 -15%
CFFP
1065
Center for Financial Planning
Michigan
$971K +$49.1K +370 +5%
SS
1066
Simplicity Solutions
Minnesota
$970K -$109K -821 -10%
BRG
1067
Bay Rivers Group
Virginia
$967K +$13.1K +99 +1%
VHAM
1068
Van Hulzen Asset Management
California
$966K -$78.7K -594 -8%
PAG
1069
Private Advisor Group
New Jersey
$963K -$4.79K -306 -0.5%
USCWA
1070
U.S. Capital Wealth Advisors
Texas
$960K -$67.2K -507 -7%
JDR
1071
Jay D. Rosenbaum
$959K +$24.5K +185 +3%
BWM
1072
Baystate Wealth Management
Massachusetts
$958K -$246K -1,857 -20%
RB
1073
Renasant Bank
Mississippi
$956K +$254K +1,912 +36%
WP
1074
WealthSource Partners
California
$956K -$49.5K -373 -5%
NG
1075
Northstar Group
New York
$951K -$219K -1,651 -19%
41 42
43
44 45