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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 %
GIA
251
Gateway Investment Advisers
Ohio
$52.9M +$15.4M +77,019 +41%
AB
252
Amalgamated Bank
New York
$51.7M -$369K -1,848 -0.7%
VMPIC
253
Varma Mutual Pension Insurance Co
Finland
$51.4M -$12.4M -62,000 -19%
Bank Julius Baer & Co
254
Bank Julius Baer & Co
Switzerland
$51.3M -$1.78M -8,929 -3%
Rafferty Asset Management
255
Rafferty Asset Management
New York
$50.6M +$9.81M +49,102 +24%
NC
256
Nicholas Company
Wisconsin
$50M -$80.9K -405 -0.2%
Teacher Retirement System of Texas
257
Teacher Retirement System of Texas
Texas
$49.8M +$3.07M +15,376 +7%
CBUSF
258
Construction & Building Unions Superannuation Fund
Australia
$49.5M – – –
TC
259
TownSquare Capital
Utah
$49.1M +$2.46M +12,291 +5%
TA
260
Trivest Advisors
Hong Kong
$48.9M +$48.9M +245,000 New
OAM
261
Oppenheimer Asset Management
New York
$48.8M +$2.34M +11,693 +5%
Baird Financial Group
262
Baird Financial Group
Wisconsin
$48.5M +$5.63M +28,190 +13%
AAM
263
AMI Asset Management
California
$48M +$24.6M +123,072 +105%
GL
264
Governors Lane
New York
$47.9M +$41.7M +208,811 +671%
EAM
265
EULAV Asset Management
Florida
$47.8M +$799K +4,000 +2%
SSA
266
Schonfeld Strategic Advisors
New York
$47.6M +$41.3M +206,550 +655%
Mariner
267
Mariner
Kansas
$47.4M +$1.8K +9 +0%
PWLP
268
Prio Wealth Limited Partnership
Massachusetts
$47.1M -$753K -3,769 -2%
BS
269
Banco Santander
Spain
$46.6M -$1.4M -7,020 -3%
MFWM
270
Motley Fool Wealth Management
Virginia
$45.8M +$924K +4,626 +2%
MAM
271
Magellan Asset Management
Australia
$45M +$10.1M +50,426 +29%
Aviva
272
Aviva
United Kingdom
$44.9M -$39M -195,078 -46%
Luther King Capital Management (LKCM)
273
Luther King Capital Management (LKCM)
Texas
$44.8M +$716K +3,585 +2%
BC
274
Bartlett & Co
Ohio
$44.6M +$1.77M +8,878 +4%
BCWM
275
Bartlett & Co Wealth Management
Ohio
$44.6M +$1.77M +8,878 +4%
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