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Salesforce
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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 %
DCM
1976
Davidson Capital Management
Texas
$2.65K +$133 +1 +5%
CHA
1977
Carmichael Hill & Associates
Maryland
$2.52K -$13.3K -100 -84%
ACP
1978
Arcus Capital Partners
Georgia
$2.52K +$2.52K +19 New
LWA
1979
Lowe Wealth Advisors
Maryland
$2.39K – – –
TFA
1980
Transamerica Financial Advisors
Florida
$2K -$600 -3 -23%
CA
1981
Centerpoint Advisors
Massachusetts
$2K – – –
AP
1982
Atwood & Palmer
Missouri
$1.99K – – –
CB
1983
Centennial Bank
Arkansas
$1.99K +$1.99K +15 New
FA
1984
Financial Avengers
California
$1.99K +$1.99K +15 New
OSNBOA
1985
Old Second National Bank of Aurora
Illinois
$1.86K +$1.86K +14 New
RWMH
1986
Riverpoint Wealth Management Holdings
Illinois
$1.86K +$1.86K +14 New
MYAM
1987
Meiji Yasuda Asset Management
Japan
$1.74K -$78 -587 -4%
Parallax Volatility Advisers
1988
Parallax Volatility Advisers
California
$1.72K – – –
RDFA
1989
Ritter Daniher Financial Advisory
Ohio
$1.72K +$1.72K +13 New
TCOT
1990
Trust Company of Toledo
Ohio
$1.7K -$399 -3,011 -19%
GWSA
1991
Global Wealth Strategies & Associates
Colorado
$1.33K +$1.33K +10 New
TLCM
1992
Twin Lakes Capital Management
California
$1.06K -$13.3K -100 -93%
RTL
1993
Red Tortoise LLC
Georgia
$1.06K +$1.06K +8 New
TSW
1994
Thompson Siegel & Walmsley
Virginia
$1K -$57.8K -520 -98%
JIR
1995
James Investment Research
Ohio
$1K – – –
RDIA
1996
RE Dickinson Investment Advisors
Iowa
$1K – – –
UIA
1997
Ulland Investment Advisors
Minnesota
$1K – – –
AW
1998
Avion Wealth
Texas
$1K – – –
PGAM
1999
Princeton Global Asset Management
New Jersey
$1K +$1K +6 New
RCM
2000
Raleigh Capital Management
North Carolina
$928 -$8.88K -67 -91%
78 79
80
81 82