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Salesforce
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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 %
CPC
1101
Congress Park Capital
New York
$889K +$56.7K +428 +7%
AS
1102
AM Squared
Hong Kong
$888K +$888K +6,700 New
DP
1103
Dearborn Partners
Illinois
$888K +$55K +415 +7%
SWMG
1104
Signature Wealth Management Group
Georgia
$885K -$515K -3,887 -37%
NF
1105
Nikulski Financial
Iowa
$884K -$81.4K -614 -8%
WMP
1106
Wealth Management Partners
Arizona
$883K – – –
EWM
1107
EPG Wealth Management
Georgia
$881K +$24.3K +183 +3%
CW
1108
CreativeOne Wealth
Kansas
$881K -$43.5K -328 -5%
CCMG
1109
Clark Capital Management Group
Pennsylvania
$881K -$2.92K -22 -0.3%
DA
1110
Doliver Advisors
Texas
$880K -$146K -1,102 -14%
EWA
1111
Exencial Wealth Advisors
Oklahoma
$877K -$3.5M -26,370 -80%
FFM
1112
Forum Financial Management
Illinois
$877K +$227K +1,713 +35%
AAS
1113
Ameritas Advisory Services
Nebraska
$876K +$8.49K +64 +1%
CMI
1114
Clare Market Investments
Texas
$875K +$45.2K +341 +5%
WI
1115
WrapManager Inc
California
$874K -$281K -2,116 -24%
AWP
1116
Ascent Wealth Partners
New York
$874K +$874K +6,595 New
ES
1117
Eagle Strategies
New York
$872K +$872K +6,576 New
CFCI
1118
Comprehensive Financial Consultants Institutional
Indiana
$871K +$77.6K +519 +10%
SIA
1119
SeaBridge Investment Advisors
New Jersey
$871K -$1.01M -7,580 -54%
DCM
1120
Donaldson Capital Management
Indiana
$871K +$47.9K +361 +6%
PIM
1121
Penobscot Investment Management
Massachusetts
$870K -$71.6K -540 -8%
IIM
1122
Ironwood Investment Management
Massachusetts
$864K -$14.5K -109 -2%
WHG
1123
Westwood Holdings Group
Texas
$862K -$112K -845 -12%
RSWM
1124
Robertson Stephens Wealth Management
California
$859K -$188K -1,416 -18%
FPF
1125
First Pacific Financial
Washington
$855K +$59.5K +449 +7%
43 44
45
46 47