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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 %
CFGS
1226
Concourse Financial Group Securities
Alabama
$683K -$16.3K -123 -2%
SG
1227
StoneX Group
New York
$682K +$682K +5,140 New
JGC
1228
J. Goldman & Co
New York
$680K -$11.7M -88,233 -95%
FCB
1229
First County Bank
Connecticut
$677K +$677K +5,105 New
LFM
1230
Lumina Fund Management
New York
$676K – – –
CC
1231
Claybrook Capital
Massachusetts
$676K -$33.1K -250 -5%
HCM
1232
Highlander Capital Management
New Jersey
$674K – – –
PA
1233
PSI Advisors
Florida
$674K -$127K -960 -16%
RCAG
1234
Rehmann Capital Advisory Group
Michigan
$674K -$101K -758 -13%
YL
1235
YCG LLC
Texas
$673K – – –
C
1236
Certuity
Florida
$672K +$40.6K +306 +6%
FFA
1237
First Foundation Advisors
California
$671K -$401K -3,027 -37%
MME
1238
Meag Munich Ergo
Germany
$670K – – –
LAI
1239
Legal Advantage Investments
California
$670K +$265K +2,000 +66%
PCM
1240
Penserra Capital Management
California
$669K +$38.7K +292 +6%
MCCP
1241
Mission Creek Capital Partners
California
$667K +$112K +846 +20%
NP
1242
NorthRock Partners
Minnesota
$667K -$76.4K -576 -10%
RWA
1243
Rainsberger Wealth Advisors
Colorado
$665K -$10.3K -78 -2%
DI
1244
Diligent Investors
California
$663K +$155K +1,172 +31%
BWM
1245
BigSur Wealth Management
Florida
$663K -$79.6K -600 -11%
DGAM
1246
Desjardins Global Asset Management
Quebec, Canada
$662K -$330K -2,489 -33%
EWA
1247
Etesian Wealth Advisors
Oregon
$661K +$661K +4,985 New
BSW
1248
Buckingham Strategic Wealth
Missouri
$660K -$37.1K -280 -5%
BI
1249
Ballast Inc
Kentucky
$660K +$206K +1,551 +45%
HL
1250
HeadInvest LLC
Maine
$658K -$56.5K -426 -8%
48 49
50
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