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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 %
CWM
2001
Cranbrook Wealth Management
Michigan
$796 – – –
GGI
2002
Godsey & Gibb Inc
Virginia
$796 +$796 +6 New
DSC
2003
Duncker Streett & Co
Missouri
$663 – – –
HS
2004
Horan Securities
United States
$609 +$122 +1 +25%
SC
2005
Stephens Consulting
Michigan
$530 – – –
IA
2006
IFS Advisors
Kansas
$397 – – –
FGAM
2007
Financial Gravity Asset Management
Texas
$314 +$31 +125 +11%
PCA
2008
Providence Capital Advisors
North Carolina
$133 -$2.66K -20 -95%
SPWM
2009
Spartan Planning & Wealth Management
North Carolina
$133 – – –
KHC
2010
Koesten Hirschmann & Crabtree
Kansas
$133 +$133 +1 New
CAM
2011
CenterStar Asset Management
Illinois
$34 -$931K – –
CMP
2012
Coston McIsaac & Partners
Maine
$7 – – –
ACM
2013
AKRE Capital Management
Virginia
– -$445M -3,095,500 Closed
Viking Global Investors
2014
Viking Global Investors
Connecticut
– -$345M -2,400,649 Closed
PC
2015
PointState Capital
New York
– -$182M -1,263,206 Closed
SC
2016
Sculptor Capital
New York
– -$105M -730,121 Closed
WRCM
2017
Whale Rock Capital Management
Massachusetts
– -$74.7M -519,388 Closed
SCA
2018
Southpoint Capital Advisors
New York
– -$71.9M -500,000 Closed
BCPEMI
2019
Bain Capital Public Equity Management II
Massachusetts
– -$61.8M -429,491 Closed
ASC
2020
Atalanta Sosnoff Capital
New York
– -$59.1M -410,746 Closed
MCMC
2021
Matrix Capital Management Company
New Hampshire
– -$45.5M -316,500 Closed
Capital Fund Management (CFM)
2022
Capital Fund Management (CFM)
France
– -$44.5M -309,276 Closed
AGP
2023
Akaris Global Partners
New York
– -$41.1M -285,751 Closed
SHCM
2024
Sachem Head Capital Management
New York
– -$39.1M -271,900 Closed
AAM
2025
Ardevora Asset Management
United Kingdom
– -$26.8M -186,488 Closed
79 80
81
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