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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 %
SWA
1401
Strata Wealth Advisors
Texas
$433K +$433K +3,265 New
CWM
1402
Chemistry Wealth Management
New York
$431K +$431K +3,252 New
WP
1403
Waycross Partners
Kentucky
$430K -$305K -2,300 -41%
RWP
1404
RWA Wealth Partners
Massachusetts
$429K -$4.06K -28 -0.9%
NWA
1405
New World Advisors
Massachusetts
$429K +$129K +972 +43%
SSWM
1406
Smith Salley Wealth Management
North Carolina
$428K -$14.3K -108 -3%
TWI
1407
Thomas White International
Illinois
$428K +$133 +1 +0%
CP
1408
Castleview Partners
Texas
$426K +$36.7K +277 +9%
MMG
1409
Monetary Management Group
Missouri
$424K -$739K -5,572 -64%
CP
1410
Camelot Portfolios
Ohio
$423K +$47.9K +361 +13%
SIM
1411
Studio Investment Management
Illinois
$422K +$30K +226 +8%
MFA
1412
Mayflower Financial Advisors
Massachusetts
$422K -$63.2K -477 -13%
ICG
1413
InterOcean Capital Group
Tennessee
$421K -$62.6K -472 -13%
HIM
1414
Hillsdale Investment Management
Ontario, Canada
$420K +$359K +2,710 +589%
ACI
1415
Alpha Cubed Investments
California
$418K -$187K -1,409 -31%
ST
1416
Smithfield Trust
Pennsylvania
$417K -$50.6K -379 -11%
ANBT
1417
American National Bank & Trust
Texas
$416K +$239K +1,798 +134%
XF
1418
XML Financial
Maryland
$415K +$2.12K +16 +0.5%
RFO
1419
RiverGlades Family Offices
Florida
$414K +$414K +3,125 New
PA
1420
Probity Advisors
Texas
$413K +$10.9K +82 +3%
FCBT
1421
First Citizens Bank & Trust
North Carolina
$413K -$14.4K -109 -3%
DCM
1422
Dudley Capital Management
Virginia
$413K +$413K +3,112 New
MCC
1423
Money Concepts Capital
Florida
$412K +$39.8K +300 +11%
MTWM
1424
Masso Torrence Wealth Management
New Jersey
$410K -$136K -1,025 -25%
SIC
1425
Sterling Investment Counsel
New York
$406K -$50.6K -382 -11%
55 56
57
58 59