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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 %
SAG
1576
SageView Advisory Group
California
$288K +$288K +2,172 New
TIA
1577
Trust Investment Advisors
Indiana
$287K -$203K -1,528 -41%
AFP
1578
Ausdal Financial Partners
Iowa
$287K -$145K -1,097 -34%
BFM
1579
Boothbay Fund Management
New York
$286K -$641K -4,838 -69%
AWM
1580
Angeles Wealth Management
California
$286K -$38.6K -291 -12%
CI
1581
CX Institutional
Indiana
$286K -$172K -1,295 -38%
BFC
1582
Blue Fin Capital
Rhode Island
$284K -$42.3K -319 -13%
SOS
1583
Silver Oak Securities
Tennessee
$284K +$196K +1,482 +224%
EL
1584
Essex LLC
Illinois
$282K -$8.88K -67 -3%
CFO
1585
Collective Family Office
Pennsylvania
$282K -$1.46K -11 -0.5%
DWM
1586
Drive Wealth Management
Utah
$281K -$107K -805 -28%
SC
1587
Saiph Capital
New Jersey
$279K -$66.4K -501 -19%
PWM
1588
Prentice Wealth Management
New York
$278K +$27.2K +205 +11%
KFGK
1589
Keystone Financial Group (Kentucky)
Kentucky
$278K -$59.7K -450 -18%
KCPG
1590
Kavar Capital Partners Group
Kansas
$278K +$13.3K +100 +5%
EWM
1591
Empirical Wealth Management
Washington
$277K -$565K -4,265 -67%
FC
1592
Fulcrum Capital
Washington
$277K – – –
EWA
1593
Encompass Wealth Advisors
Oregon
$276K +$31.4K +237 +13%
BFPW
1594
BOK Financial Private Wealth
Colorado
$276K -$1.86K -14 -0.7%
CA
1595
Crewe Advisors
Utah
$275K -$3.16M -23,804 -92%
SFCL
1596
Strengthening Families & Communities LLC
Massachusetts
$274K -$135K -1,022 -33%
IIC
1597
Integrated Investment Consultants
Michigan
$272K +$51.7K +390 +23%
GC
1598
GFG Capital
Florida
$272K -$565K -4,259 -68%
GAMC
1599
Garner Asset Management Corp
Texas
$271K – – –
CCA
1600
Childress Capital Advisors
Texas
$270K +$38.6K +291 +17%
62 63
64
65 66