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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 %
GP
1151
Greenline Partners
New York
$796K -$142K -1,069 -15%
NSB
1152
Norway Savings Bank
Maine
$796K -$20.7K -156 -3%
GI
1153
GAMCO Investors
Connecticut
$796K -$25.1K -189 -3%
BAM
1154
Bosun Asset Management
Illinois
$793K +$9.41K +71 +1%
FMTC
1155
Farmers & Merchants Trust Company
California
$791K -$164K -1,238 -17%
HF
1156
HRT Financial
New York
$790K +$790K +5,963 New
KI
1157
Kula Investments
Illinois
$788K +$788K +5,941 New
WEG
1158
World Equity Group
Illinois
$787K +$7.56K +57 +1%
YIA
1159
YHB Investment Advisors
Connecticut
$786K -$208K -1,567 -21%
IHL
1160
Investment House LLC
California
$786K -$800K -6,030 -50%
AB
1161
Atlas Brown
Kentucky
$785K -$133K -1,003 -14%
SSI
1162
Scott & Selber Inc
Texas
$784K -$24.4K -184 -3%
RA
1163
RFG Advisory
Alabama
$783K +$240K +1,406 +44%
NEI
1164
Northwest & Ethical Investments
Ontario, Canada
$783K – – –
COCM
1165
Charter Oak Capital Management
New Hampshire
$781K +$2.65K +20 +0.3%
CIA
1166
Capital Investment Advisors
Georgia
$780K -$21.4K -161 -3%
GAG
1167
Goodman Advisory Group
Massachusetts
$779K +$124K +934 +19%
HVM
1168
Harvest Volatility Management
Connecticut
$778K -$167K -1,260 -18%
RCA
1169
Riverview Capital Advisers
Massachusetts
$778K -$981K -7,395 -56%
ECG
1170
EPIQ Capital Group
California
$778K +$9.94K +75 +1%
AWM
1171
Activest Wealth Management
Florida
$772K -$401K -2,559 -34%
ATWA
1172
Arbor Trust Wealth Advisors
Michigan
$770K -$26.8K -202 -3%
LS
1173
Leelyn Smith
Illinois
$768K +$251K +1,890 +48%
TFP
1174
Tilia Fiduciary Partners
North Carolina
$764K +$3.58K +27 +0.5%
AMC
1175
Asset Management Corp
Illinois
$763K -$404K -3,050 -35%
45 46
47
48 49