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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 %
CCB
1201
Country Club Bank
Missouri
$729K -$667K -5,034 -48%
VF
1202
Virtu Financial
New York
$727K -$418K -3,150 -37%
LCM
1203
Landscape Capital Management
New Jersey
$724K +$10.5K +79 +1%
FAG
1204
Fortitude Advisory Group
Washington
$723K +$16.2K +122 +2%
CPIA
1205
Cornell Pochily Investment Advisors
New York
$722K -$28.5K -215 -4%
EGM
1206
Engineers Gate Manager
New York
$720K +$98.9K +746 +16%
TWM
1207
Thrive Wealth Management
Pennsylvania
$719K -$29.2K -220 -4%
AWAG
1208
ARS Wealth Advisors Group
Florida
$717K -$308K -2,323 -30%
KLCM
1209
KG&L Capital Management
Louisiana
$715K -$111K -836 -13%
QT
1210
Quantamental Technologies
New York
$713K +$713K +5,379 New
RMAM
1211
Raab & Moskowitz Asset Management
New Jersey
$711K -$55.6K -419 -7%
BWP
1212
BSW Wealth Partners
Colorado
$711K -$170K -1,285 -19%
SIM
1213
Sentry Investment Management
Wisconsin
$709K -$208K -1,567 -23%
GPA
1214
Guerra Pan Advisors
New Jersey
$705K -$62.3K -470 -8%
PMA
1215
Prudent Man Advisors
Illinois
$703K +$352K +2,655 +100%
FMLI
1216
Fukoku Mutual Life Insurance
Japan
$700K – – –
SB
1217
Strategic Blueprint
Georgia
$698K +$116K +874 +20%
BOM
1218
Bank of Marin
California
$697K -$507K -3,823 -42%
1IA
1219
1834 Investment Advisors
Wisconsin
$694K -$216K -1,626 -24%
SCP
1220
Shorepoint Capital Partners
Massachusetts
$693K +$18.4K +139 +3%
RWA
1221
Redmont Wealth Advisors
Illinois
$689K – – –
MHS
1222
M Holdings Securities
Oregon
$689K +$33.7K +254 +5%
TSS
1223
Two Sigma Securities
New York
$688K +$163K +1,229 +31%
GRP
1224
Global Retirement Partners
California
$687K -$104K -782 -13%
KC
1225
Knuff & Co
California
$684K -$20.6K -155 -3%
47 48
49
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