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Salesforce
CRM

Overview Fund Activity

2,162 hedge funds and large institutions have $153B invested in Salesforce in 2023 Q1 according to their latest regulatory filings, with 343 funds opening new positions, 833 increasing their positions, 786 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+151
Holders Change %
+7.51%
% of All Funds
34.6%
Holding in Top 10
121
Holding in Top 10 Change
+62
Holding in Top 10 Change %
+105.08%
% of All Funds
1.94%
New
343
Increased
833
Reduced
786
Closed
150
Calls
$5.16B
Puts
$5.23B
Net Calls
-$69.1M
Net Calls Change
+$53.8M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$2.71B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.35B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$786M
4
VH
ValueAct Holdings
California
+$585M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$574M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.43B
2
Nomura Holdings
Nomura Holdings
Japan
-$950M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
-$548M
4
Barclays
Barclays
United Kingdom
-$511M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$449M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPM
226
Kinetic Partners Management
Florida
$62.6M +$62.6M +313,300 New
TC
227
TwinBeech Capital
New York
$61.5M +$61.5M +308,003 New
ERSOT
228
Employees Retirement System of Texas
Texas
$60.9M +$16.4M +82,000 +37%
PI
229
PineBridge Investments
New York
$60.6M +$6.8M +34,039 +13%
RC
230
RV Capital
Switzerland
$60.6M – – –
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$60.3M +$4.48M +22,442 +8%
Osaic Holdings
232
Osaic Holdings
Arizona
$59.8M +$645K +3,236 +1%
FAM
233
Fred Alger Management
New York
$59.4M +$57.8M +289,080 +3,456%
HighTower Advisors
234
HighTower Advisors
Illinois
$59.3M +$1.92M +9,592 +3%
AIG
235
American International Group
New York
$59.3M +$195K +974 +0.3%
NAM
236
Nissay Asset Management
Japan
$59M +$14M +70,325 +31%
AL
237
Appaloosa LP
New Jersey
$57.9M -$2M -10,000 -3%
Citadel Advisors
238
Citadel Advisors
Florida
$57.2M -$305M -1,528,218 -84%
Calamos Advisors
239
Calamos Advisors
Illinois
$56.8M -$10.4M -51,908 -15%
TRSOTSOK
240
Teachers Retirement System of the State of Kentucky
Kentucky
$56.6M -$8.99M -45,002 -14%
MVIP
241
Mar Vista Investment Partners
California
$56.5M +$694K +3,476 +1%
Coatue Management
242
Coatue Management
New York
$55.9M +$55.9M +279,723 New
PTC
243
Petrus Trust Company
Texas
$55.8M – – –
SOMRS
244
State of Michigan Retirement System
Michigan
$54.9M +$579K +2,900 +1%
CC
245
Chicago Capital
Illinois
$54.6M -$143K -718 -0.3%
ASRS
246
Arizona State Retirement System
Arizona
$54.5M +$114K +571 +0.2%
SMDAM
247
Sumitomo Mitsui DS Asset Management
Japan
$53.5M +$6.02M +30,140 +13%
JWBC
248
John W. Bristol & Co
New York
$53.1M +$91.7K +459 +0.2%
HAM
249
Hyperion Asset Management
Australia
$53M -$12.8M -64,198 -19%
MIM
250
MetLife Investment Management
New Jersey
$53M -$614K -3,074 -1%
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