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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 %
CA
1326
Claro Advisors
Massachusetts
$535K +$29.7K +224 +6%
CWAG
1327
Compton Wealth Advisory Group
Virginia
$533K -$451K -3,399 -46%
GLR
1328
Great Lakes Retirement
Ohio
$533K +$533K +4,017 New
CCM
1329
CAAS Capital Management
New York
$530K -$491K -3,701 -48%
BDFN
1330
Bond & Devick Financial Network
Minnesota
$530K -$83.8K -632 -14%
PL
1331
Plancorp LLC
Missouri
$529K -$19.6K -148 -4%
BIA
1332
Benchmark Investment Advisors
Illinois
$528K -$122K -920 -19%
IIM
1333
Ipswich Investment Management
Massachusetts
$528K -$100K -757 -16%
IA
1334
Insight Advisors
Pennsylvania
$528K +$99.8K +742 +23%
RTC
1335
Riverview Trust Company
Washington
$526K – – –
PFWA
1336
Paces Ferry Wealth Advisors
Georgia
$525K -$196K -1,476 -27%
CCM
1337
Compton Capital Management
Rhode Island
$524K -$83.5K -630 -14%
BFW
1338
Brady Family Wealth
Missouri
$524K +$524K +3,950 New
OIM
1339
Oder Investment Management
California
$523K -$7.69K -58 -1%
EB
1340
Eastern Bank
Massachusetts
$520K -$13.7K -103 -3%
TPA
1341
Trivium Point Advisory
Connecticut
$519K -$8.01K -57 -2%
CCI
1342
Credit Capital Investments
New Jersey
$517K +$167K +1,258 +48%
FFN
1343
Focus Financial Network
Minnesota
$516K -$106K -796 -17%
HAG
1344
HF Advisory Group
Maryland
$516K +$516K +3,888 New
SRC
1345
Sage Rhino Capital
California
$514K -$13K -98 -2%
CWM
1346
Congress Wealth Management
Massachusetts
$513K -$214K -1,615 -29%
CBTWT
1347
Community Bank & Trust (Waco, Texas)
Texas
$513K -$105K -793 -17%
Pacer Advisors
1348
Pacer Advisors
Pennsylvania
$512K -$9.42M -71,054 -95%
AAM
1349
Augustine Asset Management
Florida
$510K +$510K +3,845 New
AWM
1350
Accurate Wealth Management
Florida
$507K +$106K +717 +26%
52 53
54
55 56