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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 %
PFBT
1526
Parkside Financial Bank & Trust
Missouri
$325K +$33.3K +251 +11%
KIG
1527
Kennedy Investment Group
New Jersey
$324K +$324K +2,440 New
BC
1528
Bowman & Company
Wisconsin
$321K -$61.7K -465 -16%
PA
1529
Parkside Advisors
California
$321K +$16.4K +124 +5%
CF
1530
Copperwynd Financial
Arizona
$320K -$32.8K -247 -9%
JF
1531
Jump Financial
Illinois
$318K -$655K -4,943 -67%
SC
1532
Solstein Capital
California
$318K -$68.9K -520 -18%
AF
1533
Advisornet Financial
Minnesota
$318K -$19.6K -148 -6%
RIP
1534
RAM Investment Partners
Washington
$318K +$318K +2,395 New
BOH
1535
Bank of Hawaii
Hawaii
$316K -$15.1K -114 -5%
CWM
1536
Circle Wealth Management
New Jersey
$315K +$315K +2,379 New
AC
1537
AlphaCore Capital
California
$314K +$1.06K +8 +0.3%
WAS
1538
WESPAC Advisors SoCal
California
$314K -$187K -1,410 -37%
CCT
1539
Chemung Canal Trust
New York
$313K -$25.1K -189 -7%
CIC
1540
Carnegie Investment Counsel
Ohio
$312K -$120K -906 -28%
SHWM
1541
Silicon Hills Wealth Management
Texas
$311K -$108K -816 -26%
SIM
1542
SSI Investment Management
California
$311K – – –
VA
1543
Valmark Advisers
Ohio
$311K -$21.7K -164 -7%
NFSG
1544
Newbridge Financial Services Group
Florida
$311K +$16.6K +125 +6%
SIMG
1545
Sonora Investment Management Group
Arizona
$311K -$37.3K -281 -11%
FFC
1546
First Financial Corp
Indiana
$308K – – –
HCM
1547
Hengehold Capital Management
Ohio
$308K +$5.57K +42 +2%
AIS
1548
AM Investment Strategies
Tennessee
$308K -$6.36K -48 -2%
WTA
1549
Washington Trust Advisors
Massachusetts
$306K -$130K -983 -30%
SFPG
1550
Stonebridge Financial Planning Group
Florida
$304K -$35.1K -265 -10%
60 61
62
63 64