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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
$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 %
HRC
2201
Hoertkorn Richard Charles
– -$72K -500 Closed
HI
2202
Hoey Investments
Pennsylvania
– -$72K -500 Closed
MIM
2203
Meridiem Investment Management
United Kingdom
– -$72K -500 Closed
M1FG
2204
Mach-1 Financial Group
Arkansas
– -$71K -496 Closed
WWM
2205
Wagner Wealth Management
South Carolina
– -$69K -479 Closed
AIP
2206
Almanack Investment Partners
Pennsylvania
– -$65K -452 Closed
HI
2207
Hudock Inc
Pennsylvania
– -$61K -428 Closed
FA
2208
Fortis Advisors
Pennsylvania
– -$54K -373 Closed
Belvedere Trading
2209
Belvedere Trading
Illinois
– -$56K -340 Closed
CTB
2210
Country Trust Bank
Illinois
– -$49K -339 Closed
EC
2211
Estate Counselors
Wisconsin
– -$44K -308 Closed
NICM
2212
Neo Ivy Capital Management
New York
– -$40K -275 Closed
RA
2213
Resolute Advisors
California
– -$37K -254 Closed
IAMOG
2214
Investors Asset Management of Georgia
Georgia
– -$29K -200 Closed
HFS
2215
HBC Financial Services
Washington
– -$25K -175 Closed
AA
2216
AlphaMark Advisors
Kentucky
– -$19K -132 Closed
BA
2217
Bellwether Advisors
Nebraska
– -$15K -111 Closed
WAM
2218
Worth Asset Management
Texas
– -$14K -100 Closed
DFCM
2219
Dark Forest Capital Management
Puerto Rico
– -$9K -63 Closed
TFA
2220
Toth Financial Advisory
Virginia
– -$9K -60 Closed
CSPAM
2221
Cary Street Partners Asset Management
Virginia
– -$8K -60 Closed
EIP
2222
Ellis Investment Partners
Pennsylvania
– -$6K -47 Closed
ODG
2223
O'Dell Group
Ohio
– -$6K -42 Closed
MWA
2224
Moser Wealth Advisors
Washington
– -$5K -37 Closed
FSWA
2225
Financial Synergies Wealth Advisors
Texas
– -$1.87K -13 Closed
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