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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 %
EHWM
1501
Eads & Heald Wealth Management
Georgia
$348K -$217K -1,637 -38%
SVCP
1502
Silicon Valley Capital Partners
California
$347K -$745K -5,617 -68%
NRC
1503
New Republic Capital
North Carolina
$347K +$347K +2,617 New
VCG
1504
Vantage Consulting Group
Virginia
$347K +$49.5K +373 +17%
SA
1505
Syntax Advisors
New York
$347K +$49.5K +373 +17%
GFP
1506
Gryphon Financial Partners
Ohio
$345K -$242K -1,827 -41%
QC
1507
Quent Capital
New York
$342K +$103K +779 +43%
DA
1508
Dover Advisors
Virginia
$342K +$342K +2,577 New
BOPW
1509
Brandywine Oak Private Wealth
Pennsylvania
$340K -$80.7K -609 -19%
T
1510
TCWP
Ohio
$338K +$33.3K +251 +11%
WCFA
1511
Walkner Condon Financial Advisors
Wisconsin
$338K -$928 -7 -0.3%
SQA
1512
Simon Quick Advisors
New Jersey
$337K +$107K +807 +46%
TC
1513
Truvestments Capital
Florida
$337K +$55.3K +417 +20%
AWS
1514
Aspen Wealth Strategies
Colorado
$336K +$336K +2,536 New
MAM
1515
Martingale Asset Management
Massachusetts
$335K -$236K -1,782 -41%
AFM
1516
Andesa Financial Management
Pennsylvania
$334K -$188K -1,419 -36%
MA
1517
Montag & Associates
Georgia
$333K -$16K -121 -5%
IWA
1518
IVC Wealth Advisors
Pennsylvania
$332K -$15.2K -115 -4%
DC
1519
DeDora Capital
California
$332K +$96.5K +728 +41%
TCA
1520
Taconic Capital Advisors
New York
$331K +$331K +2,500 New
PNC
1521
Park National Corp
Ohio
$329K -$5.7K -43 -2%
SCG
1522
Sonata Capital Group
Washington
$329K -$69.6K -525 -17%
CFP
1523
Catalyst Financial Partners
Massachusetts
$327K +$327K +2,468 New
AIM
1524
Anchor Investment Management
South Carolina
$327K -$17.9K -135 -5%
CIAS
1525
Capital Investment Advisory Services
North Carolina
$326K -$54.9K -414 -14%
59 60
61
62 63