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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 %
BCMLT
1751
Beacon Capital Management LLC (Tennessee)
Tennessee
$139K +$134K +1,007 +2,342%
EWM
1752
Endurance Wealth Management
Rhode Island
$139K -$929 -7 -0.7%
GCS
1753
Gordian Capital (Singapore)
Singapore
$139K – – –
HCP
1754
Hexagon Capital Partners
Arkansas
$139K -$91.4K -689 -40%
AWM
1755
AllSquare Wealth Management
New York
$139K -$55K -415 -28%
LFASL
1756
Lugano Financial Advisors SA (LFA)
Switzerland
$138K -$129K -976 -48%
AIM
1757
Arcadia Investment Management
Michigan
$136K +$64.3K +485 +89%
AA
1758
Ancora Advisors
Ohio
$134K -$66.2K -500 -33%
MS
1759
Mizuho Securities
Japan
$134K -$603K -4,545 -82%
JCP
1760
Jennifer C. Price
$133K – – –
CNBTD
1761
Citizens National Bank Trust Department
Mississippi
$131K -$10.6K -80 -7%
FRA
1762
Front Row Advisors
California
$130K -$26.5K -200 -17%
PFC
1763
Phocas Financial Corp
California
$127K +$127K +960 New
CBT
1764
CoreFirst Bank & Trust
Kansas
$127K -$88K -664 -41%
SN
1765
Sittner & Nelson
Oregon
$127K -$10.6K -80 -8%
SIMG
1766
Stephens Investment Management Group
Texas
$125K +$34.7K +262 +39%
WIM
1767
Westside Investment Management
California
$122K -$14K -550 -10%
UID
1768
Union Investments & Development
Israel
$118K – – –
GWS
1769
Glassman Wealth Services
Virginia
$117K -$14.7K -111 -11%
CHC
1770
City Holding Co
West Virginia
$112K – – –
CT
1771
Colonial Trust
South Carolina
$110K +$110K +826 New
BONH
1772
Bank of New Hampshire
New Hampshire
$106K -$23.2K -175 -18%
WSC
1773
Wellington Shields & Co
New York
$104K -$33.1K -250 -24%
MAWCM
1774
Mine & Arao Wealth Creation & Management
California
$103K +$2.12K +16 +2%
BAAM
1775
Baker Avenue Asset Management
California
$103K -$714K -5,387 -87%
69 70
71
72 73