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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 %
POIA
1801
Pin Oak Investment Advisors
Texas
$68K +$8.67K +65 +15%
AWM
1802
Abound Wealth Management
Tennessee
$67.8K +$4.24K +32 +7%
CFO
1803
CVA Family Office
Colorado
$67.5K +$23.7K +179 +54%
FCFS
1804
First Command Financial Services
Texas
$67K -$32.5K -245 -33%
FCB
1805
First Command Bank
Texas
$67K -$32.5K -245 -33%
FIA
1806
FNY Investment Advisers
New York
$66K +$62.7K +475 +1,900%
SL
1807
Sonnipe Ltd
Isle Of Man
$64.4K +$64.4K +486 New
JFGIW
1808
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63.6K +$11.5K +87 +22%
EC
1809
Elequin Capital
New York
$62.1K +$62.1K +468 New
MWM
1810
Mascoma Wealth Management
New Hampshire
$61.9K – – –
SIS
1811
Sound Income Strategies
Florida
$61.5K +$2.78K +21 +5%
CYG
1812
Clean Yield Group
Vermont
$61.1K +$663 +5 +1%
PAM
1813
Paradigm Asset Management
New York
$59.7K -$888K -6,700 -94%
MCM
1814
Manchester Capital Management
Vermont
$58.5K -$1.59K -12 -3%
FA
1815
Fiduciary Alliance
South Carolina
$58.3K +$58.3K +440 New
HGERS
1816
Householder Group Estate & Retirement Specialist
Arizona
$58K +$5.56K +42 +11%
SWM
1817
Sanctuary Wealth Management
Idaho
$57.4K +$57.4K +433 New
RFG
1818
RFP Financial Group
Georgia
$57K +$57K +430 New
FCG
1819
Financial Connections Group
California
$55K – – –
WAM
1820
WFA Asset Management
Wisconsin
$53K – – –
TSWM
1821
Tyler-Stone Wealth Management
Ohio
$52K +$19.7K +150 +61%
EBA
1822
Eagle Bay Advisors
New York
$50.6K -$4.38K -33 -8%
UCB
1823
United Community Bank
South Carolina
$49.6K +$49.6K +374 New
ACA
1824
Atlas Capital Advisors
Wyoming
$49.6K -$8.88K -67 -15%
MCM
1825
MV Capital Management
Maryland
$49.2K -$25.7K -194 -34%
71 72
73
74 75