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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 %
AIA
1601
Angeles Investment Advisors
California
$266K +$266K +2,009 New
PWMG
1602
Prestige Wealth Management Group
New Jersey
$266K +$210K +1,583 +374%
LWA
1603
Lineweaver Wealth Advisors
Ohio
$266K +$50.9K +384 +24%
PWS
1604
Peterson Wealth Services
Utah
$265K +$1.33K +10 +0.5%
SIA
1605
SkyView Investment Advisors
New Jersey
$265K -$24.9K -188 -9%
AIMC
1606
Alley Investment Management Company
Illinois
$265K – – –
CC
1607
Copperleaf Capital
North Carolina
$264K +$264K +1,994 New
ANTB
1608
AMG National Trust Bank
Colorado
$264K -$269K -2,031 -51%
HTHT
1609
Hemenway Trust Hemenway Trust
New Hampshire
$261K +$1.46K +11 +0.6%
HCM
1610
Highview Capital Management
Illinois
$259K -$6.63K -50 -2%
IC
1611
Inscription Capital
Texas
$259K -$23.9K -180 -8%
RPWA
1612
Regent Peak Wealth Advisors
Georgia
$259K -$15.4K -115 -6%
PWAG
1613
Polaris Wealth Advisory Group
California
$258K – – –
SWM
1614
Silverlake Wealth Management
Vermont
$257K +$6.5K +49 +3%
MRCM
1615
M&R Capital Management
New Jersey
$256K -$27.2K -205 -10%
HCA
1616
Hyperion Capital Advisors
New York
$256K – – –
TNBTD
1617
Trustmark National Bank Trust Department
Mississippi
$256K -$168K -1,270 -40%
SBL
1618
Sargent Bickham Lagudis
Colorado
$255K -$43.2K -326 -14%
CRI
1619
Colonial River Investments
Virginia
$255K -$29.8K -225 -10%
RFA
1620
Resurgent Financial Advisors
Georgia
$255K -$92.7K -699 -27%
TFCP
1621
Twin Focus Capital Partners
Massachusetts
$255K -$6.37K -48 -2%
EP
1622
Eudaimonia Partners
Tennessee
$254K -$22.7K -171 -8%
SIA
1623
Schear Investment Advisers
Ohio
$254K +$254K +1,915 New
MIH
1624
Meitav Investment House
Israel
$254K +$254K +1,915 New
AWM
1625
Aevitas Wealth Management
Massachusetts
$254K +$33.1K +250 +15%
63 64
65
66 67