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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 %
KWMG
1376
King Wealth Management Group
Florida
$466K -$338K -2,550 -42%
BWA
1377
Bordeaux Wealth Advisors
California
$465K -$23.6K -178 -5%
ORAM
1378
One River Asset Management
Connecticut
$465K +$465K +3,505 New
SG
1379
Stonnington Group
California
$464K -$56K -380 -11%
DC
1380
Davenport & Co
Virginia
$463K -$259K -1,958 -36%
VCM
1381
Virtue Capital Management
Tennessee
$462K +$462K +3,483 New
RIM
1382
Regent Investment Management
Kentucky
$461K +$461K +3,475 New
BWA
1383
Blodgett Wealth Advisors
California
$457K -$13.3K -100 -3%
AC
1384
Avory & Company
Florida
$456K +$7.96K +60 +2%
CFG
1385
Cooper Financial Group
California
$454K +$28.9K +218 +7%
CIG
1386
Cascade Investment Group
Colorado
$454K +$454K +3,423 New
EAM
1387
EFG Asset Management
Oregon
$452K -$179K -1,348 -28%
NAS
1388
Nicolet Advisory Services
Wisconsin
$451K +$89.5K +618 +25%
LCM
1389
LCM Capital Management
Illinois
$449K +$12.1K +91 +3%
AT
1390
Arden Trust
Delaware
$446K -$258K -1,945 -37%
EMG
1391
ETF Managers Group
New Jersey
$444K +$16K +121 +4%
TFGT
1392
TS Financial Group (TSFG)
Illinois
$443K +$2.78K +21 +0.6%
FPCP
1393
Fort Point Capital Partners
California
$443K -$4.11K -31 -0.9%
AWM
1394
Avitas Wealth Management
California
$442K +$4.77K +36 +1%
ACH
1395
ArrowMark Colorado Holdings
Colorado
$440K – – –
WPW
1396
Watershed Private Wealth
Illinois
$439K +$439K +3,311 New
GT
1397
Glenview Trust
Kentucky
$437K +$25.5K +192 +6%
PTP
1398
Platform Technology Partners
New York
$435K -$45.3K -342 -9%
RMDI
1399
R.M. Davis Inc
Maine
$434K -$24.9K -188 -5%
GA
1400
GraniteShares Advisors
New York
$433K -$48.9K -369 -10%
54 55
56
57 58