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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 %
UC
2051
Unio Capital
New Jersey
– -$3.83M -26,627 Closed
CAC
2052
Cowen and Company
New York
– -$30K -25,000 Closed
TCM
2053
Teza Capital Management
Illinois
– -$3.48M -24,163 Closed
BCM
2054
Bayesian Capital Management
New York
– -$3.35M -23,300 Closed
PCM
2055
Prana Capital Management
Connecticut
– -$3.24M -22,497 Closed
SIM
2056
Spark Investment Management
New York
– -$3.14M -21,800 Closed
BC
2057
Breakline Capital
New York
– -$2.91M -20,196 Closed
SNB
2058
Security National Bank
Nebraska
– -$2.82M -19,571 Closed
ECM
2059
Element Capital Management
New York
– -$2.78M -19,313 Closed
HT
2060
HAP Trading
New York
– -$2.78M -19,300 Closed
AC
2061
Asio Capital
Kentucky
– -$2.67M -18,556 Closed
CIM
2062
Chapman Investment Management
California
– -$2.49M -17,303 Closed
HWM
2063
Hohimer Wealth Management
Washington
– -$2.46M -17,131 Closed
YIH
2064
Y-Intercept (HK)
Hong Kong
– -$2.46M -17,086 Closed
BAM
2065
Blueshift Asset Management
New Jersey
– -$2.44M -16,986 Closed
BC
2066
Brookfield Corp
Ontario, Canada
– -$2.29M -15,931 Closed
HNW
2067
High Note Wealth
Minnesota
– -$2.43M -15,180 Closed
GWSG
2068
GPS Wealth Strategies Group
Colorado
– -$1.97M -13,666 Closed
GH
2069
GAM Holding
Switzerland
– -$1.83M -12,705 Closed
DSAM
2070
Dock Street Asset Management
Florida
– -$1.73M -11,999 Closed
AIS
2071
American Investment Services
Massachusetts
– -$1.69M -11,767 Closed
MCIA
2072
Mountain Capital Investment Advisors
Colorado
– -$1.74M -11,305 Closed
CAIMH
2073
Central Asset Investments & Management Holdings
Hong Kong
– -$1.55M -10,800 Closed
RSVP
2074
Ramsay Stattman Vela & Price
Colorado
– -$1.53M -10,640 Closed
SC
2075
Slow Capital
California
– -$1.52M -10,573 Closed
81 82
83
84 85