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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 %
VFA
1076
Voya Financial Advisors
Connecticut
$948K -$342K -2,580 -27%
BWAM
1077
Boyd Watterson Asset Management
Ohio
$944K -$9.41K -71 -1%
CTFG
1078
Capstone Triton Financial Group
Oklahoma
$940K -$45.1K -340 -5%
SAM
1079
Secure Asset Management
Michigan
$934K +$591K +4,456 +172%
NB
1080
Nicolet Bankshares
Wisconsin
$932K -$2.93K -32 -0.3%
FIM
1081
Freedom Investment Management
Connecticut
$931K -$137K -1,030 -13%
IA
1082
IFP Advisors
Florida
$930K -$431K -6,077 -32%
BFS
1083
Bard Financial Services
Connecticut
$929K -$56.3K -425 -6%
MUAMU
1084
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$928K -$530K -4,000 -36%
CI
1085
Conning Inc
Connecticut
$925K -$5.3K -40 -0.6%
APP
1086
Avantax Planning Partners
Iowa
$923K -$50.1K -378 -5%
BA
1087
Bristlecone Advisors
Washington
$920K +$59.5K +449 +7%
VFPI
1088
Vantage Financial Partners (Illinois)
Illinois
$918K +$16.6K +125 +2%
BM
1089
Brandywine Managers
Delaware
$917K – – –
AWM
1090
Axxcess Wealth Management
California
$916K -$3.06M -23,111 -77%
PTC
1091
Private Trust Company
Ohio
$912K -$334K -2,522 -27%
BCA
1092
Bay Colony Advisors
Massachusetts
$911K -$38.5K -290 -4%
GCM
1093
Greenland Capital Management
New York
$909K +$909K +6,853 New
AAP
1094
Ardsley Advisory Partners
Connecticut
$908K +$245K +1,850 +37%
JCM
1095
Jacobi Capital Management
Pennsylvania
$907K -$153K -1,154 -14%
MFG
1096
MidWestOne Financial Group
Iowa
$904K -$182K -1,376 -17%
WAP
1097
Wealthcare Advisory Partners
Pennsylvania
$898K -$28.6K -216 -3%
LAM
1098
Lynch Asset Management
Pennsylvania
$895K -$166K -1,250 -16%
NL
1099
NVWM LLC
Pennsylvania
$894K -$459K -3,462 -34%
SSG
1100
Summit Securities Group
New York
$894K -$18.1M -136,751 -95%
42 43
44
45 46