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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 %
FCA
1126
FinTrust Capital Advisors
South Carolina
$850K -$541K -4,081 -39%
NW
1127
Naviter Wealth
Arkansas
$850K -$28.8K -186 -3%
NL
1128
Navalign LLC
California
$845K -$202K -1,520 -19%
RAM
1129
Redmond Asset Management
Virginia
$843K +$11.9K +90 +1%
IB
1130
Intrust Bank
Kansas
$843K -$37.7K -284 -4%
TPWA
1131
TRUE Private Wealth Advisors
Oregon
$843K -$26.3K -198 -3%
BA
1132
Birinyi Associates
Connecticut
$841K +$23.2K +175 +3%
PIM
1133
Perpetual Investment Management
Australia
$835K – – –
RPC
1134
Rossmore Private Capital
Connecticut
$834K +$3.26K +25 +0.4%
DEA
1135
DoubleLine ETF Adviser
Florida
$831K +$831K +6,268 New
JWBC
1136
J.W. Burns & Co
New York
$828K -$88.6K -668 -10%
HCA
1137
Harbor Capital Advisors
Illinois
$827K -$2.34M -17,659 -74%
IAN
1138
Integrated Advisors Network
Texas
$826K +$11K +83 +1%
MPPLM
1139
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$826K +$43.1K +325 +6%
LJAC
1140
L.J. Altfest & Co
New York
$823K -$161K -1,217 -16%
CFG
1141
Carr Financial Group
Massachusetts
$815K +$815K +6,147 New
LC
1142
Lavaca Capital
Texas
$813K -$829K -5,100 -50%
CT
1143
Columbia Trust
Oregon
$810K -$86.2K -650 -10%
CAMG
1144
CWA Asset Management Group
Florida
$810K -$19K -143 -2%
SMH
1145
Sanders Morris Harris
Texas
$804K – – –
AFG
1146
Albion Financial Group
Utah
$803K -$65.2K -492 -8%
MCM
1147
Mainstay Capital Management
Michigan
$799K -$42.4K -320 -5%
GL
1148
Graypoint LLC
New York
$798K -$150K -1,128 -16%
RCG
1149
Regatta Capital Group
California
$798K -$290K -2,186 -27%
SFP
1150
Shepherd Financial Partners
Massachusetts
$797K -$452K -3,409 -36%
44 45
46
47 48