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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 %
RG
1476
Rathbones Group
United Kingdom
$369K +$13.3K +100 +4%
VAG
1477
VisionPoint Advisory Group
Texas
$369K -$88.3K -516 -19%
TCM
1478
Tran Capital Management
California
$368K -$26.1M -196,496 -99%
EI
1479
Ellevest Inc
New York
$368K +$20K +151 +6%
AFM
1480
Abbot Financial Management
Massachusetts
$367K -$540K -4,076 -60%
ATPW
1481
Ashton Thomas Private Wealth
Arizona
$366K +$117K +883 +47%
GDP
1482
Great Diamond Partners
Maine
$366K -$172K -1,296 -32%
TA
1483
TFG Advisers
Michigan
$366K +$265 +2 +0.1%
RGC
1484
Roberts, Glore & Co
Illinois
$366K -$42.3K -319 -10%
OW
1485
Olistico Wealth
Oklahoma
$363K +$363K +2,734 New
HBW
1486
Hazlett, Burt & Watson
West Virginia
$362K -$137K -1,027 -27%
IF
1487
Intrua Financial
Texas
$361K -$89.6K -612 -20%
AP
1488
Adero Partners
California
$361K -$28.9K -218 -7%
KFI
1489
Key Financial Inc
Pennsylvania
$361K – – –
AA
1490
Alta Advisers
United Kingdom
$358K – – –
LSA
1491
Lion Street Advisors
Texas
$358K -$86K -287 -19%
PCM
1492
Prelude Capital Management
New York
$354K -$1.59M -11,994 -82%
MW
1493
Marcum Wealth
Ohio
$352K -$117K -881 -25%
Dimensional Fund Advisors
1494
Dimensional Fund Advisors
Texas
$351K +$74.1K +558,760 +27%
ACM
1495
Allred Capital Management
Texas
$351K -$48.9K -369 -12%
CC
1496
Commons Capital
Massachusetts
$350K -$13.3K -100 -4%
TCM
1497
True Capital Management
California
$349K +$349K +2,633 New
WF
1498
Wayfinding Financial
Washington
$349K -$17.4K -82 -5%
TWM
1499
Tolleson Wealth Management
Texas
$349K – – –
FWP
1500
FAS Wealth Partners
Kansas
$349K -$62.3K -470 -15%
58 59
60
61 62