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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 %
CWA
2176
Canvas Wealth Advisors
Kansas
– -$232K -1,452 Closed
WCM
2177
Whitener Capital Management
North Carolina
– -$208K -1,451 Closed
PAG
2178
Private Advisory Group
Washington
– -$208K -1,447 Closed
FRA
2179
Frank Rimerman Advisors
California
– -$208K -1,444 Closed
SAM
2180
Silvercrest Asset Management
New York
– -$207K -1,441 Closed
AC
2181
ASB Consultores
Florida
– -$206K -1,435 Closed
MWM
2182
Mattern Wealth Management
Kansas
– -$206K -1,434 Closed
TNA
2183
True North Advisors
Texas
– -$206K -1,434 Closed
CAGAS
2184
Capital Advisory Group Advisory Services
Minnesota
– -$203K -1,409 Closed
NIP
2185
Nicholas Investment Partners
California
– -$202K -1,405 Closed
WA
2186
Waddell & Associates
Tennessee
– -$201K -1,400 Closed
DWM
2187
Dorchester Wealth Management
Quebec, Canada
– -$201K -1,400 Closed
NCM
2188
Nelson Capital Management
California
– -$201K -1,395 Closed
IA
2189
IFG Advisors
Missouri
– -$200K -1,390 Closed
HKIMG
2190
Hutchens & Kramer Investment Management Group
Indiana
– -$200K -1,354 Closed
FM
2191
Freemont Management
Switzerland
– -$193K -1,342 Closed
HFM
2192
Harvest Fund Management
China
– -$168K -1,164 Closed
CWM
2193
Castle Wealth Management
Florida
– -$164K -1,141 Closed
SFO
2194
Standard Family Office
South Dakota
– -$150K -1,046 Closed
SPWG
2195
Sage Private Wealth Group
Illinois
– -$142K -989 Closed
AWG
2196
Altus Wealth Group
Colorado
– -$254K -937 Closed
ARIS
2197
Advanced Research Investment Solutions
California
– -$106K -740 Closed
MCM
2198
Magnolia Capital Management
New York
– -$101K -700 Closed
HR
2199
Howe & Rusling
New York
– -$96K -665 Closed
AIM
2200
Axiom Investment Management
New York
– -$83K -571 Closed
86 87
88
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