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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 %
TIMH
1276
Tilt Investment Management Holdings
New York
$615K +$615K +4,638 New
WAG
1277
Wallace Advisory Group
California
$613K +$613K +4,626 New
CQS
1278
Credential Qtrade Securities
$609K -$180K -1,357 -23%
BCM
1279
Brown Capital Management
Maryland
$608K -$21.7K -164 -3%
RIA
1280
Realta Investment Advisors
Delaware
$605K -$92.9K -701 -13%
DP
1281
Denver PWM
Colorado
$605K +$26.5K +200 +5%
PFM
1282
Parsec Financial Management
North Carolina
$604K +$604K +4,552 New
AWA
1283
Aaron Wealth Advisors
Illinois
$603K +$46.9K +354 +8%
TA
1284
Tectonic Advisors
Texas
$602K +$83.5K +630 +16%
CT
1285
Chicago Trust
Illinois
$602K +$2.25K +17 +0.4%
BLC
1286
Brown, Lisle/Cummings
Rhode Island
$600K -$32.1K -242 -5%
FPAS
1287
Focus Partners Advisor Solutions
Missouri
$599K -$81.5K -615 -12%
BBI
1288
Baxter Bros Inc
Connecticut
$599K +$49.6K +374 +9%
SIG
1289
Sargent Investment Group
Maryland
$599K – – –
WPWM
1290
Western Pacific Wealth Management
Illinois
$596K +$20K +151 +3%
B
1291
Barings
North Carolina
$594K -$64.3K -485 -10%
SSWM
1292
Strait & Sound Wealth Management
California
$594K +$594K +3,998 New
FANJ
1293
Financial Architects (New Jersey)
New Jersey
$592K -$3.85K -29 -0.6%
SC
1294
Saturna Capital
Washington
$589K -$7.56K -57 -1%
ACS
1295
Archford Capital Strategies
Illinois
$588K -$40.2K -303 -6%
WRPWM
1296
Werba Rubin Papier Wealth Management
California
$583K +$583K +4,395 New
PFG
1297
Peterson Financial Group
Iowa
$581K -$312K -2,352 -35%
JSL
1298
JT Stratford LLC
Georgia
$579K -$97.7K -737 -14%
IRC
1299
Investors Research Corp
Georgia
$578K +$126K +950 +28%
QCG
1300
Quadrant Capital Group
Ohio
$577K +$37.1K +280 +7%
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