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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 %
RA
1876
Rise Advisors
New York
$27.2K -$13.9K -105 -34%
Cohen & Steers
1877
Cohen & Steers
New York
$27K – – –
EA
1878
Emerald Advisers
Pennsylvania
$26.5K – – –
APC
1879
Aspire Private Capital
North Carolina
$26.5K – – –
CM
1880
Caption Management
Oklahoma
$26.5K +$26.5K +200 New
TIM
1881
Tortoise Investment Management
New York
$26.3K -$17.1K -129 -39%
FFA
1882
Fairfield Financial Advisors
Massachusetts
$25.2K – – –
RG
1883
Retirement Group
California
$24K +$20.7K +157 +628%
CAS
1884
Coppell Advisory Solutions
Texas
$23.9K +$23.9K +180 New
CASC
1885
Coppell Advisory Solutions Corp
Texas
$23.9K +$23.9K +180 New
HWP
1886
Highline Wealth Partners
California
$23.7K -$6.63K -50 -22%
TAIM
1887
TD Ameritrade Investment Management
Nebraska
$23K +$23K +171 New
DCBT
1888
Dakota Community Bank & Trust
North Dakota
$22K -$39.3K -295 -64%
MG
1889
MilWealth Group
Wisconsin
$21.9K – – –
MFT
1890
Moisand Fitzgerald Tamayo
Florida
$21.7K -$21.5K -162 -50%
PCTC
1891
Perkins Coie Trust Company
Washington
$21.7K -$5.04K -38 -19%
MS
1892
Madden Securities
Texas
$21.3K +$21.3K +161 New
SGC
1893
Slocum, Gordon & Co
Rhode Island
$19.9K +$19.9K +150 New
AAG
1894
Armstrong Advisory Group
Massachusetts
$19.9K +$19.9K +150 New
BAM
1895
Bellevue Asset Management
Washington
$19K -$1.31K -10 -6%
PK
1896
Pflug Koory
Nebraska
$19K – – –
CAL
1897
Capital Advisors Ltd
Ohio
$19K +$12.8K +465 +207%
NIC
1898
Northwest Investment Counselors
Oregon
$18.4K – – –
CWM
1899
CarsonAllaria Wealth Management
Illinois
$17K -$4.84K -37 -22%
FPB
1900
First PREMIER Bank
South Dakota
$17K -$3.01K -23 -15%
74 75
76
77 78