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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 %
FFL
1626
Future Fund LLC
Illinois
$254K +$9.02K +68 +4%
NGA
1627
Naples Global Advisors
Florida
$253K +$45.2K +341 +22%
PB
1628
Pinnacle Bancorp
Nebraska
$253K +$29.4K +222 +13%
SFG
1629
Synergy Financial Group
California
$252K -$158K -1,190 -39%
BWM
1630
Bulltick Wealth Management
Florida
$251K +$251K +1,895 New
MM
1631
MQS Management
New York
$250K +$250K +1,886 New
IA
1632
IFG Advisory
Georgia
$250K -$182K -1,380 -42%
PP
1633
Patron Partners
Texas
$250K -$16.7K -126 -6%
WAM
1634
WNY Asset Management
New York
$250K – – –
ACM
1635
Ategra Capital Management
Virginia
$249K – – –
APW
1636
Austin Private Wealth
Texas
$248K -$8.22K -62 -3%
AWM
1637
Accel Wealth Management
Iowa
$247K -$13.3K -100 -5%
RWP
1638
Revolve Wealth Partners
New Jersey
$245K -$39.5K -298 -14%
HCM
1639
Hodges Capital Management
Texas
$245K -$172K -1,300 -41%
PHIC
1640
Pine Haven Investment Counsel
Massachusetts
$243K +$52.4K +395 +28%
SAM
1641
Strategy Asset Managers
California
$242K -$11K -83 -4%
IGWM
1642
ICA Group Wealth Management
Colorado
$242K +$19.8K +149 +9%
JWM
1643
Jeppson Wealth Management
California
$242K -$122K -922 -34%
SWM
1644
Salvus Wealth Management
New Jersey
$241K -$30.5K -230 -11%
MP
1645
McDonald Partners
Ohio
$241K -$22K -166 -8%
EFG
1646
Ethos Financial Group
Pennsylvania
$240K +$240K +1,808 New
MSR
1647
Main Street Research
Connecticut
$239K -$33.8K -255 -12%
CAM
1648
Cubic Asset Management
Massachusetts
$239K – – –
JW
1649
Jenkins Wealth
Colorado
$239K +$239K +1,800 New
WFAG
1650
Worth Financial Advisory Group
North Carolina
$238K +$238K +1,795 New
64 65
66
67 68