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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 %
WPA
1776
West Paces Advisors
Georgia
$103K -$10.2K -77 -9%
FWA
1777
Freedom Wealth Alliance
Wisconsin
$101K +$101K +764 New
TFM
1778
TFC Financial Management
Massachusetts
$100K -$1.06K -8 -1%
CAC
1779
Core Alternative Capital
Georgia
$95.3K -$95.2K -718 -50%
HIIFS
1780
Harel Insurance Investments & Financial Services
Israel
$95K -$73.6K -557 -44%
T
1781
TOBAM
France
$94K – – –
BCM
1782
Blume Capital Management
California
$92.8K +$13.3K +100 +17%
FWM
1783
Focused Wealth Management
New York
$92K -$20.7K -156 -18%
VCM
1784
Versant Capital Management
Arizona
$90.2K -$63.1K -476 -41%
CA
1785
Corrado Advisors
New Jersey
$90.2K +$90.2K +680 New
Kayne Anderson Rudnick Investment Management
1786
Kayne Anderson Rudnick Investment Management
California
$89.9K – – –
AF
1787
Affiance Financial
Minnesota
$89.5K +$89.5K +675 New
BWP
1788
Baldwin Wealth Partners
Massachusetts
$88.7K -$206K -1,553 -70%
CPG
1789
Cornerstone Planning Group
New Jersey
$86.1K +$86.1K +588 New
OIA
1790
Optimum Investment Advisors
Illinois
$84.2K – – –
DMBA
1791
Deseret Mutual Benefit Administrators
Utah
$83.9K -$44.2K -333 -34%
VC
1792
Vestor Capital
Illinois
$83K +$10.3K +78 +14%
HDIM
1793
Hanson & Doremus Investment Management
Vermont
$78K -$5.47K -41 -7%
DIP
1794
DT Investment Partners
Pennsylvania
$75.6K – – –
T2I
1795
Turim 21 Investimentos
Brazil
$74.6K – – –
KIG
1796
Kessler Investment Group
Indiana
$74K – – –
FCA
1797
Fortis Capital Advisors
Kansas
$73.6K +$73.6K +555 New
EARNEST Partners
1798
EARNEST Partners
Georgia
$71.1K – – –
WOC
1799
West Oak Capital
California
$70K -$20K -150 -22%
C
1800
Covestor
United Kingdom
$68K -$6.1K -46 -8%
70 71
72
73 74