CRM icon

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 %
CW
1301
CIC Wealth
Maryland
$577K +$577K +4,348 New
FUBT
1302
First United Bank & Trust
Maryland
$576K -$65.1K -491 -10%
EWA
1303
EverSource Wealth Advisors
Alabama
$573K -$245K -1,846 -30%
SFG
1304
Sather Financial Group
Texas
$572K +$572K +4,315 New
BPCA
1305
Bank Pictet & Cie (Asia)
Singapore
$571K +$41.4K +312 +8%
IDBONY
1306
Israel Discount Bank of New York
New York
$567K -$35.2K -266 -6%
FCM
1307
Fortis Capital Management
Washington
$564K -$15.2K -115 -3%
RBC
1308
Romano Brothers & Co
Illinois
$563K +$38.1K +287 +7%
MFP
1309
Meridian Financial Partners
Virginia
$560K -$5.86K -40 -1%
CIA
1310
Capital Impact Advisors
Massachusetts
$558K +$95.7K +722 +21%
GFG
1311
Greystone Financial Group
Michigan
$555K -$478K -3,605 -46%
SC
1312
Sonen Capital
California
$552K -$123K -928 -18%
ACM
1313
AlphaStar Capital Management
North Carolina
$551K -$13.8K -130 -2%
BCM
1314
Barden Capital Management
Texas
$548K -$265K -1,994 -33%
AG
1315
Ascent Group
Virginia
$547K -$81K -611 -13%
SSWG
1316
Seven Springs Wealth Group
Tennessee
$547K -$91.5K -690 -14%
OWA
1317
Octavia Wealth Advisors
Ohio
$546K +$1.99K +15 +0.4%
IIM
1318
Intact Investment Management
Quebec, Canada
$544K -$345K -2,600 -39%
CWP
1319
Cyndeo Wealth Partners
Florida
$543K +$543K +4,098 New
SWM
1320
Scissortail Wealth Management
Oklahoma
$542K +$542K +3,246 New
TYCC
1321
Texas Yale Capital Corp
Florida
$541K +$246K +1,859 +84%
VWM
1322
Vigilare Wealth Management
Arizona
$539K -$165K -1,245 -23%
JE
1323
JMAC Enterprises
Pennsylvania
$537K -$24K -181 -4%
KFA
1324
Kapstone Financial Advisors
Ohio
$536K +$536K +3,072 New
WC
1325
Weil Company
California
$535K +$535K +4,037 New
51 52
53
54 55