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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 %
KF
1251
Krilogy Financial
Missouri
$656K -$482K -3,638 -42%
DFC
1252
DB Fitzpatrick & Co
Idaho
$654K -$197K -1,488 -23%
CL
1253
CSS LLC
Illinois
$654K +$134K +1,009 +26%
GW
1254
GW & Wade
Massachusetts
$653K -$281K -2,117 -30%
PWP
1255
Pursue Wealth Partners
California
$651K -$1.08M -8,162 -62%
AA
1256
Argent Advisors
Louisiana
$649K -$61.5K -464 -9%
RWB
1257
RMR Wealth Builders
New Jersey
$645K +$30.6K +231 +5%
CIM
1258
CIM Investment Management
Pennsylvania
$645K +$344K +2,594 +114%
WWM
1259
Wolff Wiese Magana
California
$645K -$39.5K -298 -6%
RIM
1260
Redwood Investment Management
Arizona
$644K +$266K +2,006 +70%
LB
1261
Legacy Bridge
Iowa
$643K – – –
SWS
1262
SYSTM Wealth Solutions
Illinois
$643K +$643K +4,846 New
9WM
1263
9258 Wealth Management
Ohio
$641K -$13.5K -102 -2%
PPW
1264
Parcion Private Wealth
Washington
$636K -$92.1K -695 -13%
RWM
1265
Ritholtz Wealth Management
New York
$633K -$114K -858 -15%
MAM
1266
Morse Asset Management
Connecticut
$631K -$470K -3,547 -43%
VIM
1267
VELA Investment Management
Ohio
$631K +$67.1K +506 +12%
SIG
1268
Sky Investment Group
Connecticut
$629K -$26.6K -201 -4%
AFS
1269
Aft Forsyth & Sober
Florida
$623K – – –
AAM
1270
Ascension Asset Management
New York
$622K +$268K +2,020 +76%
ACM
1271
Ayrshire Capital Management
Connecticut
$622K -$59K -445 -9%
JEST
1272
JTC Employer Solutions Trustee
Jersey
$619K – – –
MIM
1273
Moseley Investment Management
Florida
$618K -$27.7K -209 -4%
ESB
1274
Essex Savings Bank
Connecticut
$617K +$53.4K +403 +9%
1SB
1275
1ST Source Bank
Indiana
$616K -$36.9K -278 -6%
49 50
51
52 53