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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 %
B
1426
Bellecapital
Switzerland
$406K +$10.1K +76 +3%
AP
1427
Appleton Partners
Massachusetts
$405K +$138K +1,039 +52%
BCPWM
1428
Bradley & Co Private Wealth Management
Florida
$405K -$144K -1,087 -26%
BWM
1429
Baron Wealth Management
Michigan
$404K +$404K +3,050 New
MSWM
1430
McGlone Suttner Wealth Management
Wisconsin
$404K +$404K +3,048 New
FMWA
1431
Forvis Mazars Wealth Advisors
Missouri
$401K -$9.55K -72 -2%
MCC
1432
Malaga Cove Capital
California
$399K +$184K +1,389 +86%
SWRP
1433
Summit Wealth & Retirement Planning
California
$399K -$26.5K -200 -6%
KIC
1434
Kensington Investment Counsel
California
$398K -$57.3K -432 -13%
RC
1435
Rovin Capital
Arizona
$397K +$30.5K +230 +8%
VWA
1436
Visionary Wealth Advisors
Illinois
$397K +$55.1K +416 +16%
SWP
1437
Strategic Wealth Partners
Ohio
$396K +$31.6K +238 +9%
GKWIM
1438
Gerber Kawasaki Wealth & Investment Management
California
$396K -$220K -1,661 -36%
GF
1439
Gabelli Funds
New York
$396K +$21.9K +165 +6%
DBRC
1440
D.B. Root & Company
Pennsylvania
$393K -$37.5K -283 -9%
SCA
1441
STALEY CAPITAL ADVISERS
Pennsylvania
$391K +$133K +1,000 +51%
FIA
1442
Foundations Investment Advisors
Arizona
$391K -$198K -1,493 -34%
BTW
1443
Boston Trust Walden
Massachusetts
$390K +$70.5K +532 +22%
AFT
1444
Alpha Family Trust
California
$389K +$389K +2,935 New
CPW
1445
Catalyst Private Wealth
California
$389K +$118K +892 +44%
BCM
1446
Bienville Capital Management
New York
$388K -$408K -3,076 -51%
TP
1447
Tranquility Partners
Tennessee
$388K -$379K -2,860 -49%
BL
1448
Balentine LLC
Georgia
$387K -$17K -128 -4%
PIA
1449
Perennial Investment Advisors
California
$386K -$5.7K -43 -1%
AC
1450
Addison Capital
Pennsylvania
$385K – – –
56 57
58
59 60