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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 %
CAM
1176
Congress Asset Management
Massachusetts
$761K -$5.98M -45,100 -89%
TF
1177
TLWM Financial
Texas
$760K -$7.62M -57,453 -91%
Tudor Investment Corp
1178
Tudor Investment Corp
Connecticut
$760K -$2.65M -19,956 -78%
NAMP
1179
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$758K -$283K -2,135 -27%
KCM
1180
KRS Capital Management
Michigan
$757K +$19.9K +150 +3%
BS
1181
Boenning & Scattergood
Pennsylvania
$757K +$65.4K +308 +9%
AWA
1182
Alta Wealth Advisors
Massachusetts
$755K – – –
SWM
1183
Segment Wealth Management
Texas
$752K -$210K -1,584 -22%
TA
1184
Tiedemann Advisors
New York
$751K +$102K +768 +16%
XS
1185
XR Securities
Illinois
$748K -$916K -6,907 -55%
SJIM
1186
St. Johns Investment Management
Florida
$746K -$145K -1,090 -16%
AF
1187
Allworth Financial
California
$746K -$285K -2,147 -28%
OAM
1188
Occidental Asset Management
California
$742K +$231K +1,740 +45%
1W
1189
1776 Wealth
Georgia
$741K -$9.54K -72 -1%
WWM
1190
Western Wealth Management
Colorado
$740K -$340K -2,561 -31%
MSAM
1191
Moloney Securities Asset Management
Missouri
$739K +$284K +2,143 +63%
OPW
1192
Oxler Private Wealth
New York
$738K – – –
KMWM
1193
Keudell/Morrison Wealth Management
Oregon
$737K -$165K -1,246 -18%
HNWAG
1194
High Net Worth Advisory Group
Florida
$737K +$117K +882 +19%
OCM
1195
Orion Capital Management
California
$734K – – –
DWM
1196
Dakota Wealth Management
Florida
$733K +$134K +1,010 +22%
MLL
1197
Moody Lynn & Lieberson
Massachusetts
$732K -$663 -5 -0.1%
CM
1198
CastleKnight Management
New York
$729K +$729K +5,500 New
CFA
1199
Compass Financial Advisors
Indiana
$729K -$9.28K -70 -1%
PMG
1200
ProVise Management Group
Florida
$729K -$56.1K -423 -7%
46 47
48
49 50