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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 %
MSA
1726
Marino Stram & Associates
Massachusetts
$200K – – –
MCM
1727
Mengis Capital Management
Oregon
$200K – – –
ZIG
1728
Zullo Investment Group
Pennsylvania
$199K +$3.45K +26 +2%
FMII
1729
Farmers & Merchants Investments Inc
Nebraska
$197K +$3.18K +24 +2%
CWM
1730
Cedar Wealth Management
California
$195K – – –
CSB
1731
City State Bank
Iowa
$190K – – –
PFA
1732
Pathway Financial Advisers
Indiana
$189K +$189K +1,424 New
CCMW
1733
Cypress Capital Management (Wyoming)
Wyoming
$188K – – –
TCM
1734
Traynor Capital Management
Pennsylvania
$186K -$149K -1,124 -45%
ATC
1735
Adirondack Trust Company
New York
$183K +$2.25K +17 +1%
CB
1736
CNB Bank
Pennsylvania
$180K +$398 +3 +0.2%
HWA
1737
Heritage Wealth Advisors
Virginia
$176K -$16.3K -123 -8%
CFD
1738
Creative Financial Designs
Indiana
$171K -$449K -3,387 -72%
FFA
1739
Farther Finance Advisors
California
$168K +$168K +1,270 New
JWM
1740
Janiczek Wealth Management
Colorado
$167K +$89.5K +598 +115%
CA
1741
CoreCap Advisors
Michigan
$167K +$167K +1,257 New
GMA
1742
Glassy Mountain Advisors
Maryland
$166K +$166K +1,255 New
OC
1743
Oakworth Capital
Alabama
$160K -$133 -1 -0.1%
CT
1744
Clearstead Trust
Maine
$158K +$51.6K +389 +49%
KA
1745
Kozak & Associates
Colorado
$156K +$2.66K +20 +2%
MIP
1746
Mondrian Investment Partners
United Kingdom
$156K +$156K +1,176 New
EL
1747
EMFO LLC
Florida
$154K – – –
PMAM
1748
Picton Mahoney Asset Management
Ontario, Canada
$150K +$150K +1,127 New
NSIM
1749
North Star Investment Management
Illinois
$142K +$3.98K +30 +3%
BEI
1750
Benjamin Edwards Inc
Missouri
$141K +$5.99K +45 +4%
68 69
70
71 72