CRM icon

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
$800M
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
$4.73B
2
Jennison Associates
Jennison Associates
New York
$1.01B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.49B
4
ACM
AKRE Capital Management
Virginia
$0
5
DZ Bank
DZ Bank
Germany
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
XT
2126
XTX Topco
Cayman Islands
– -$294K -2,043 Closed
WCM
2127
WealthBridge Capital Management
Ohio
– -$334K -2,022 Closed
HW
2128
Hamilton Wealth
California
– -$284K -1,975 Closed
PWMAG
2129
Pinnacle Wealth Management Advisory Group
New Jersey
– -$276K -1,920 Closed
PFM
2130
Privium Fund Management
Netherlands
– -$275K -1,872 Closed
LP
2131
LGL Partners
Pennsylvania
– -$263K -1,827 Closed
BBW
2132
Blue Barn Wealth
Utah
– -$261K -1,813 Closed
ARC
2133
Advisor Resource Council
Texas
– -$258K -1,795 Closed
GA
2134
Geller Advisors
New York
– -$258K -1,793 Closed
CPA
2135
Capital Planning Advisors
California
– -$253K -1,756 Closed
CAG
2136
Csenge Advisory Group
Florida
– -$252K -1,750 Closed
CWP
2137
Curated Wealth Partners
California
– -$251K -1,746 Closed
P
2138
&Partners
Tennessee
– -$248K -1,725 Closed
GWANC
2139
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$245K -1,701 Closed
ABC
2140
Associated Banc-Corp
Wisconsin
– -$245K -1,700 Closed
CCM
2141
Conway Capital Management
California
– -$241K -1,675 Closed
BBL
2142
Beck Bode LLC
Massachusetts
– -$240K -1,668 Closed
CIP
2143
Convergence Investment Partners
Florida
– -$239K -1,659 Closed
AA
2144
Apriem Advisors
California
– -$231K -1,605 Closed
GLA
2145
Great Lakes Advisors
Illinois
– -$231K -1,605 Closed
QCIG
2146
Quad-Cities Investment Group
Iowa
– -$228K -1,582 Closed
PAG
2147
Powers Advisory Group
Illinois
– -$227K -1,580 Closed
SFI
2148
SPC Financial Inc
Maryland
– -$227K -1,576 Closed
FSA
2149
Fort Sheridan Advisors
Illinois
– -$226K -1,574 Closed
HTC
2150
Haverford Trust Company
Pennsylvania
– -$226K -1,570 Closed
84 85
86
87 88