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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 %
ZCM
2076
Zenyatta Capital Management
Delaware
– -$1.44M -10,000 Closed
MAM
2077
Meeder Asset Management
Ohio
– -$1.38M -9,609 Closed
QIM
2078
Quantitative Investment Management
Virginia
– -$1.32M -9,145 Closed
JSC
2079
Jackson Square Capital
California
– -$1.24M -8,612 Closed
PWP
2080
Perfromance Wealth Partners
Illinois
– -$1.23M -8,553 Closed
FDS
2081
Freedom Day Solutions
Texas
– -$1.21M -8,387 Closed
CAM
2082
Cypress Asset Management
Texas
– -$953K -6,626 Closed
PI
2083
Parkside Investments
Illinois
– -$916K -6,373 Closed
GAM
2084
Gemmer Asset Management
California
– -$821K -5,709 Closed
PCM
2085
Pennsylvania Capital Management
Pennsylvania
– -$749K -5,207 Closed
JAG
2086
Journey Advisory Group
Kentucky
– -$715K -4,971 Closed
NAG
2087
Northstar Advisory Group
New Jersey
– -$681K -4,734 Closed
MA
2088
MUFG Americas
New York
– -$664K -4,614 Closed
WWA
2089
WCG Wealth Advisors
Nevada
– -$730K -4,589 Closed
CG
2090
Corundum Group
Colorado
– -$648K -4,503 Closed
PM
2091
Parametrica Management
Hong Kong
– -$643K -4,465 Closed
NDSI
2092
Newman Dignan & Sheerar Inc
Rhode Island
– -$619 -4,304 Closed
DA
2093
DSC Advisors
Illinois
– -$613K -4,259 Closed
GAG
2094
GM Advisory Group
New York
– -$605K -4,208 Closed
HIP
2095
HUB Investment Partners
Texas
– -$590K -4,099 Closed
DS
2096
DRW Securities
Illinois
– -$570K -3,964 Closed
LAS
2097
LWM Advisory Services
Florida
– -$569K -3,927 Closed
KI
2098
Kapitalo Investimentos
Brazil
– -$551K -3,830 Closed
CRWM
2099
Castle Rock Wealth Management
California
– -$531K -3,722 Closed
CWM
2100
Centric Wealth Management
Illinois
– -$527K -3,664 Closed
82 83
84
85 86