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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 %
EIP
151
Epoch Investment Partners
New York
$78.3M -$18.3M -137,685 -19%
State of New Jersey Common Pension Fund D
152
State of New Jersey Common Pension Fund D
New Jersey
$78.2M +$780K +5,885 +1%
NHAS
153
Novo Holdings A/S
Denmark
$76.7M – – –
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$76.5M +$412K +3,109 +0.5%
Chevy Chase Trust
155
Chevy Chase Trust
Maryland
$76.5M -$4.3M -32,401 -5%
LWCFA
156
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$75M -$11.2M -84,821 -13%
Westfield Capital Management
157
Westfield Capital Management
Massachusetts
$74.9M -$446K -3,366 -0.6%
VH
158
ValueAct Holdings
California
$74.3M +$74.3M +560,221 New
LPC
159
Lone Pine Capital
Connecticut
$72.8M +$72.8M +549,003 New
O
160
Ossiam
France
$72.8M +$288K +2,174 +0.4%
Kovitz Investment Group Partners
161
Kovitz Investment Group Partners
Illinois
$70.8M -$8.15M -61,498 -10%
Voloridge Investment Management
162
Voloridge Investment Management
Florida
$70.2M +$70.2M +529,075 New
Retirement Systems of Alabama
163
Retirement Systems of Alabama
Alabama
$69.7M +$13.2M +99,873 +23%
Hudson Bay Capital Management
164
Hudson Bay Capital Management
Connecticut
$68.7M +$68.7M +518,000 New
NMO
165
Newlands Management Operations
Texas
$66.4M +$66.4M +500,618 New
SEP
166
Soma Equity Partners
California
$66.3M -$13.3M -100,000 -17%
CS
167
Clear Street
New York
$66.3M +$66.3M +500,001 New
IC
168
IEQ Capital
California
$66.3M +$4.81M +36,303 +8%
ZIG
169
Zurich Insurance Group
Switzerland
$64.2M -$7.95M -59,934 -11%
Asset Management One
170
Asset Management One
Japan
$63.1M -$1.24M -9,363 -2%
Victory Capital Management
171
Victory Capital Management
Texas
$63M -$445K -3,354 -0.7%
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$60.9M -$1.93M -14,563 -3%
Allspring Global Investments
173
Allspring Global Investments
North Carolina
$59.8M -$10.4M -78,118 -15%
CA
174
Commerzbank Aktiengesellschaft
Germany
$59.5M -$1.18M -8,894 -2%
PCH
175
Polar Capital Holdings
United Kingdom
$59.4M +$484K +3,651 +0.8%
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