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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
$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 %
FCM
2151
Fourpath Capital Management
Oklahoma
– -$225K -1,564 Closed
MPW
2152
MGO Private Wealth
California
– -$225K -1,562 Closed
CWS
2153
Confluence Wealth Services
Pennsylvania
– -$223K -1,553 Closed
RT
2154
Rockland Trust
Massachusetts
– -$223K -1,550 Closed
EFG
2155
Everhart Financial Group
Ohio
– -$223K -1,550 Closed
CCA
2156
Cobblestone Capital Advisors
New York
– -$223K -1,547 Closed
CWM
2157
CCG Wealth Management
California
– -$220K -1,527 Closed
MSFS
2158
Main Street Financial Solutions
Pennsylvania
– -$219K -1,525 Closed
BB
2159
Busey Bank
Illinois
– -$218K -1,518 Closed
BMM
2160
Buffington Mohr McNeal
Idaho
– -$218K -1,516 Closed
CL
2161
Choreo LLC
Illinois
– -$217K -1,511 Closed
GCP
2162
GSA Capital Partners
United Kingdom
– -$217K -1,507 Closed
AAP
2163
Aristotle Atlantic Partners
Florida
– -$216K -1,500 Closed
PL
2164
Parthenon LLC
Kentucky
– -$216K -1,500 Closed
CWM
2165
Connecticut Wealth Management
Connecticut
– -$216K -1,499 Closed
BFG
2166
Berger Financial Group
Minnesota
– -$215K -1,497 Closed
FFG
2167
Ford Financial Group
California
– -$215K -1,495 Closed
GD
2168
Grandfield & Dodd
New York
– -$210K -1,491 Closed
FAM
2169
Formidable Asset Management
Ohio
– -$244K -1,488 Closed
FNBSF
2170
First National Bank Sioux Falls
South Dakota
– -$213K -1,483 Closed
WIA
2171
World Investment Advisors
California
– -$212K -1,475 Closed
LDB
2172
Lee, Danner & Bass
Tennessee
– -$212K -1,471 Closed
NHC
2173
Nicholas Hoffman & Company
Georgia
– -$211K -1,468 Closed
CFA
2174
Capstone Financial Advisors
Illinois
– -$211K -1,465 Closed
SG
2175
Somerset Group
Minnesota
– -$210K -1,460 Closed
85 86
87
88 89