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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 %
NCGI
1351
Next Century Growth Investors
Minnesota
$505K -$344K -2,593 -41%
SP
1352
Symmetry Partners
Connecticut
$505K +$191K +1,441 +61%
KIA
1353
Kraematon Investment Advisors
Massachusetts
$504K +$19.9K +150 +4%
AC
1354
Avestar Capital
New York
$502K -$51.6K -389 -9%
AWE
1355
Avidian Wealth Enterprises
Texas
$502K +$242K +1,826 +93%
HH
1356
Hilltop Holdings
Texas
$500K +$52.2K +394 +12%
CFMC
1357
Curbstone Financial Management Corp
New Hampshire
$498K -$33.1K -250 -6%
KAM
1358
Karani Asset Management
New York
$495K -$631K -4,760 -56%
CFG
1359
Citizens Financial Group
Rhode Island
$494K -$135K -1,015 -21%
BWM
1360
BerganKDV Wealth Management
Minnesota
$493K +$10.7K +81 +2%
V
1361
ViaWealth
Kansas
$491K +$491K +3,339 New
VBCG
1362
Valley Brook Capital Group
Pennsylvania
$490K -$3.32K -25 -0.7%
RWA
1363
Ropes Wealth Advisors
Massachusetts
$489K +$33.7K +254 +7%
GEA
1364
Glen Eagle Advisors
New Jersey
$489K -$23.3K -176 -5%
BC
1365
Bridgefront Capital
Texas
$488K +$488K +3,680 New
LC
1366
Lindbrook Capital
California
$488K -$327K -2,470 -40%
FW
1367
FirstPurpose Wealth
Utah
$485K +$54.4K +410 +13%
FNBT
1368
FineMark National Bank & Trust
Florida
$485K +$101K +758 +26%
SWM
1369
Seed Wealth Management
Illinois
$484K +$484K +3,650 New
HPC
1370
HM Payson & Co
Maine
$480K -$16.2K -122 -3%
SGA
1371
Seaport Global Advisors
Massachusetts
$475K +$138K +1,044 +41%
CBT
1372
Central Bank & Trust
Kentucky
$475K -$3.58K -27 -0.7%
HWMA
1373
Heritage Wealth Management (Arizona)
Arizona
$475K +$237K +1,787 +100%
SFS
1374
Stiles Financial Services
Minnesota
$474K -$30.5K -230 -6%
FB
1375
First Bancorp
Maine
$473K -$23.7K -179 -5%
53 54
55
56 57