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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 %
X
326
Xponance
Pennsylvania
$30M +$657K +3,289 +2%
IFLIT
327
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$29.1M – – –
MOACM
328
Mutual of America Capital Management
New York
$28.6M +$47.9K +240 +0.2%
MIS
329
Morningstar Investment Services
Illinois
$28.5M -$1.04M -5,276 -4%
VIM
330
Vancity Investment Management
British Columbia, Canada
$28.5M +$66.9K +335 +0.2%
YCM
331
Yousif Capital Management
Michigan
$28.4M -$966K -4,835 -3%
WBC
332
Westpac Banking Corp
Australia
$28.4M -$3.46M -17,339 -11%
BBA
333
Baader Bank Aktiengesellschaft
Germany
$28.2M -$397K -1,987 -1%
WIM
334
Weitz Investment Management
Nebraska
$28M – – –
CIBC World Market
335
CIBC World Market
Ontario, Canada
$27.6M -$297K -1,488 -1%
SOADOR
336
State of Alaska Department of Revenue
Alaska
$27.5M -$438K -2,190 -2%
CW
337
Connectus Wealth
Ohio
$27.5M -$1.53M -7,649 -5%
HNB
338
Huntington National Bank
Ohio
$27.5M +$18.2M +91,043 +196%
GT
339
Glenmede Trust
Pennsylvania
$27.4M -$21.8M -109,242 -44%
GIBU
340
Gulf International Bank (UK)
United Kingdom
$27.2M -$7.19M -35,980 -21%
M&T Bank
341
M&T Bank
New York
$27.1M +$969K +4,850 +4%
RFC
342
Regions Financial Corp
Alabama
$26.6M +$314K +1,573 +1%
Pacer Advisors
343
Pacer Advisors
Pennsylvania
$26.2M +$25.4M +127,188 +3,295%
BMSSC
344
B. Metzler seel. Sohn & Co
Germany
$25.8M -$165M -827,033 -86%
NW
345
NewEdge Wealth
Pennsylvania
$25.1M -$366K -1,834 -1%
SI
346
Stephens Inc
Arkansas
$25M +$1.22M +6,122 +5%
SW
347
SteelPeak Wealth
California
$24.7M -$251K -1,257 -1%
CWM
348
CIBC World Markets
New York
$24.5M -$53.8M -269,098 -69%
TAM
349
Tocqueville Asset Management
New York
$24.5M +$1.35M +6,774 +6%
BPCE
350
Bank Pictet & Cie (Europe)
Germany
$24.4M +$5.05M +25,267 +26%
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