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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 %
DU
1701
Delphia (USA)
Ontario, Canada
$210K -$52.8K -398 -20%
MA
1702
MONECO Advisors
Connecticut
$209K +$2.25K +17 +1%
ACA
1703
Affinity Capital Advisors
California
$209K +$20.3K +153 +11%
WRM
1704
Weybosset Research & Management
Rhode Island
$209K – – –
JSW
1705
Journey Strategic Wealth
New Jersey
$209K +$209K +1,573 New
CAAS
1706
Capital Asset Advisory Services
Michigan
$208K -$6.12K -43 -3%
LSPW
1707
Lake Street Private Wealth
Illinois
$205K -$111K -836 -35%
SIA
1708
Strategic Investment Advisors
Michigan
$205K +$205K +1,547 New
RCM
1709
RNC Capital Management
California
$205K -$64.1K -484 -24%
WWP
1710
Waypoint Wealth Partners
California
$205K – – –
BW
1711
Bison Wealth
Georgia
$205K -$26K -158 -11%
QC
1712
QCM Cayman
Texas
$204K +$204K +1,541 New
TWM
1713
Tradition Wealth Management
Minnesota
$204K -$57.1K -430 -22%
JGIA
1714
Jackson Grant Investment Advisers
Connecticut
$204K – – –
JFA
1715
JNBA Financial Advisors
Minnesota
$204K -$13.3K -100 -6%
APWM
1716
Argonautica Private Wealth Management
Massachusetts
$204K +$204K +1,536 New
WDL
1717
Well Done LLC
Michigan
$204K -$22.3K -168 -10%
SMA
1718
Sage Mountain Advisors
Georgia
$203K +$203K +1,534 New
PFA
1719
Pathway Financial Advisors
Vermont
$203K – – –
TWA
1720
TCI Wealth Advisors
Arizona
$202K -$39.8K -300 -16%
WPC
1721
Waters Parkerson & Co
Louisiana
$202K -$79.6K -600 -28%
SCM
1722
Sitrin Capital Management
California
$201K -$3.14M -23,662 -94%
FPGK
1723
Financial Partners Group (Kansas)
Kansas
$201K +$201K +1,176 New
CH
1724
Canton Hathaway
Rhode Island
$201K – – –
SFA
1725
Semmax Financial Advisors
North Carolina
$201K +$201K +1,356 New
67 68
69
70 71