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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 %
TF
1851
TimeScale Financial
Massachusetts
$38K – – –
RFA
1852
Register Financial Advisors
Georgia
$37.7K +$37.7K +284 New
BDS
1853
Banco de Sabadell
Florida
$37K – – –
JWA
1854
JFS Wealth Advisors
Pennsylvania
$36.9K -$1.06K -8 -3%
GIA
1855
GHP Investment Advisors
Colorado
$35.8K +$8.35K +63 +30%
LOIP
1856
Live Oak Investment Partners
Texas
$35.8K – – –
AWM
1857
Ameliora Wealth Management
Switzerland
$35.5K – – –
TFS
1858
TrustCore Financial Services
Tennessee
$35.3K -$66.3K -500 -65%
AAP
1859
Arax Advisory Partners
Colorado
$35.1K -$9.68K -73 -22%
HFM
1860
Hartford Financial Management
Connecticut
$34.3K – – –
MUMSS
1861
Mitsubishi UFJ Morgan Stanley Securities
Japan
$34K +$1.31K +10 +4%
MIM
1862
Macroview Investment Management
Maryland
$33.5K +$27.8K +210 +488%
EE
1863
EWG Elevate
California
$33.5K +$33.5K +253 New
AAMA
1864
Advanced Asset Management Advisors
Ohio
$33.1K +$33.1K +250 New
DWP
1865
Destiny Wealth Partners
Florida
$33K +$5.04K +38 +18%
BHWM
1866
Beaird Harris Wealth Management
Texas
$32.5K +$32.4K +244 +24,400%
TCM
1867
Tradewinds Capital Management
Washington
$32.4K +$9.94K +75 +44%
SWM
1868
Sugarloaf Wealth Management
Georgia
$31.7K -$33K -249 -51%
OLVIG
1869
Oliver Lagore Vanvalin Investment Group
Michigan
$31.2K +$1.06K +8 +4%
PMFA
1870
Plante Moran Financial Advisors
Michigan
$31K -$19.9K -150 -39%
MWM
1871
MinichMacGregor Wealth Management
New York
$30.8K +$30.8K +232 New
JAM
1872
JCIC Asset Management
Ontario, Canada
$30K – – –
Simplex Trading
1873
Simplex Trading
Illinois
$28K – – –
FMP
1874
Financial Management Professionals
Texas
$28K +$22K +168 +365%
CDIA
1875
Capital Directions Investment Advisors
Georgia
$27.6K +$27.6K +208 New
73 74
75
76 77