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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 %
KCM
2101
Karp Capital Management
California
– -$518K -3,599 Closed
KFC
2102
Klingenstein Fields & Co
New York
– -$502K -3,490 Closed
CP
2103
Covenant Partners
Tennessee
– -$500K -3,477 Closed
ACM
2104
AlphaCrest Capital Management
New York
– -$468K -3,251 Closed
HPWM
2105
Highland Private Wealth Management
Washington
– -$463K -3,214 Closed
PP
2106
Paloma Partners
Connecticut
– -$451K -3,132 Closed
EPA
2107
Element Pointe Advisors
Florida
– -$449K -3,123 Closed
SWA
2108
Sax Wealth Advisors
New Jersey
– -$433K -3,010 Closed
BCM
2109
Bluefin Capital Management
New York
– -$432K -3,000 Closed
MG
2110
Mather Group
Illinois
– -$431K -2,995 Closed
PGWM
2111
Pitti Group Wealth Management
New York
– -$414K -2,877 Closed
CC
2112
Centiva Capital
New York
– -$396K -2,754 Closed
CCMD
2113
Cypress Capital Management (Delaware)
Delaware
– -$395K -2,749 Closed
CA
2114
Capitolis Advisors
New York
– -$386K -2,683 Closed
OIS
2115
Okabena Investment Services
Minnesota
– -$368K -2,560 Closed
CA
2116
Crumly & Associates
Illinois
– -$368K -2,557 Closed
FBC
2117
Fairfield, Bush & Co
Connecticut
– -$359K -2,493 Closed
BAS
2118
Brown Advisory Securities
Maryland
– -$346K -2,408 Closed
PHS
2119
Pekin Hardy Strauss
Illinois
– -$334K -2,324 Closed
CSI
2120
Cross Staff Investments
New York
– -$331K -2,300 Closed
RA
2121
Riverstone Advisors
Texas
– -$316K -2,195 Closed
WMA
2122
Wealth Management Associates
New Jersey
– -$312K -2,169 Closed
RMCM
2123
Reynders McVeigh Capital Management
Massachusetts
– -$305K -2,121 Closed
DP
2124
DDD Partners
Washington
– -$299K -2,081 Closed
BPGAM
2125
BTG Pactual Global Asset Management
Bermuda
– -$303K -2,073 Closed
83 84
85
86 87