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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 %
AAM
301
Aureus Asset Management
Massachusetts
$35.8M +$4.3M +21,536 +14%
FCI
302
Financial Counselors Inc
Kansas
$35.1M +$793K +3,967 +2%
SC
303
Scotia Capital
Ontario, Canada
$35.1M +$1.57M +7,840 +5%
CRC
304
Curi RMB Capital
Illinois
$34.8M -$70.7K -354 -0.2%
ASC
305
Atalanta Sosnoff Capital
New York
$34.8M +$34.8M +174,141 New
PNC Financial Services Group
306
PNC Financial Services Group
Pennsylvania
$34.7M +$2.58M +12,903 +8%
Brown Advisory
307
Brown Advisory
Maryland
$34.4M -$277K -1,386 -0.8%
URS
308
Utah Retirement Systems
Utah
$34.3M +$99.9K +500 +0.3%
SFM
309
Soros Fund Management
New York
$34M -$94.7M -474,066 -74%
FAF
310
Fjarde Ap-fonden
Sweden
$33.9M -$579K -2,900 -2%
COPPSERS
311
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$33.9M +$98.1K +491 +0.3%
CC
312
Crosslink Capital
California
$33.4M +$7.73M +38,670 +30%
HIMC
313
Heritage Investors Management Corp
Maryland
$33.3M -$2K -10 -0%
FA
314
FDx Advisors
Illinois
$33M – – –
LF
315
Lannebo Fonder
Sweden
$33M +$4M +20,000 +14%
BSA
316
Braun Stacey Associates
New York
$32.6M +$32.6M +163,374 New
HCM
317
Hollencrest Capital Management
California
$32.3M +$4.2K +21 +0%
UIM
318
USS Investment Management
United Kingdom
$31.7M +$1.44M +7,194 +5%
BCM
319
Becker Capital Management
Oregon
$31.7M +$1.97M +9,866 +7%
NYLIM
320
New York Life Investment Management
New York
$31.4M -$2.96M -14,834 -9%
VLKIM
321
Van Lanschot Kempen Investment Management
Netherlands
$31.1M -$1.44M -7,229 -4%
PFP
322
Pinnacle Financial Partners
Tennessee
$30.7M +$5.86M +29,321 +24%
RG
323
Renaissance Group
Kentucky
$30.1M +$30.1M +150,604 New
CAG
324
Crestwood Advisors Group
Massachusetts
$30M +$2.67M +13,366 +10%
Hudson Bay Capital Management
325
Hudson Bay Capital Management
Connecticut
$30M -$73.5M -368,000 -71%
11 12
13
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