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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 %
LFA
1551
Legacy Financial Advisors
Kentucky
$302K +$72.5K +547 +32%
WAG
1552
Winthrop Advisory Group
Massachusetts
$301K -$9.28K -70 -3%
MIC
1553
Meridian Investment Counsel
California
$301K +$6.49K +49 +2%
HS
1554
HighVista Strategies
Massachusetts
$301K +$78.8K +594 +35%
JIP
1555
Jaffetilchin Investment Partners
Florida
$301K -$47.3K -357 -14%
SWA
1556
SOA Wealth Advisors
New York
$300K -$4.11K -31 -1%
IGGA
1557
Iron Gate Global Advisors
Utah
$300K -$159K -1,196 -35%
MGIM
1558
M&G Investment Management
United Kingdom
$300K – – –
DJYG
1559
David J. Yvars Group
Florida
$300K – – –
SB
1560
Sunflower Bank
Texas
$299K -$44.1K -333 -13%
SWA
1561
Sutton Wealth Advisors
Florida
$298K -$16.4K -124 -5%
GWM
1562
Greenwich Wealth Management
Connecticut
$298K – – –
LA
1563
Legacy Advisors
Pennsylvania
$296K -$55K -415 -16%
ICP
1564
Interchange Capital Partners
Pennsylvania
$295K +$25.6K +193 +10%
MCI
1565
MRP Capital Investments
Georgia
$295K +$295K +2,222 New
PAM
1566
Premier Asset Management
Illinois
$293K +$293K +2,210 New
RI
1567
Redwood Investments
Massachusetts
$293K -$5.17K -39 -2%
GSIAS
1568
Garden State Investment Advisory Services
New Jersey
$293K +$293K +2,208 New
RFN
1569
Redwood Financial Network
Ohio
$292K +$2.65K +20 +0.9%
EFS
1570
Essex Financial Services
Connecticut
$292K -$153K -1,160 -34%
BBNA
1571
Bremer Bank National Association
Minnesota
$292K -$26.9K -203 -8%
LAM
1572
L2 Asset Management
Massachusetts
$292K +$37.7K +284 +15%
CCM
1573
Chiron Capital Management
Florida
$292K -$6.63K -50 -2%
SAM
1574
Synergy Asset Management
Washington
$290K +$18.3K +138 +7%
VNA
1575
Valley National Advisers
Pennsylvania
$289K -$2.03K -14 -0.7%
61 62
63
64 65