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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 %
MCM
351
Moore Capital Management
New York
$24.2M +$20.4M +102,011 +528%
Cambridge Investment Research Advisors
352
Cambridge Investment Research Advisors
Iowa
$24.2M -$3.58M -17,928 -13%
AIMCA
353
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$24.1M +$12.6M +63,224 +110%
BCI
354
Brinker Capital Investments
Pennsylvania
$23.9M +$1.42M +7,114 +6%
OPS
355
Orion Portfolio Solutions
Nebraska
$23.9M +$16.5M +82,806 +224%
GLCM
356
Greenlea Lane Capital Management
Connecticut
$23.9M -$18.9M -94,810 -44%
GC
357
Guggenheim Capital
Illinois
$23.9M -$2.37M -11,860 -9%
CNB
358
Czech National Bank
Czech Republic
$23.5M +$159K +795 +0.7%
UCFA
359
United Capital Financial Advisors
Texas
$23.5M +$5.09M +25,482 +28%
SCM
360
Silvant Capital Management
Georgia
$23.3M -$401K -2,009 -2%
LSCM
361
Light Street Capital Management
California
$23.3M -$497K -2,486 -2%
CAN
362
Cetera Advisor Networks
California
$23.3M -$397K -1,986 -2%
BBVA
363
Banco Bilbao Vizcaya Argentaria
Spain
$23M -$2.93M -14,665 -11%
CA
364
Cornerstone Advisors
North Carolina
$23M – – –
GT
365
Greenleaf Trust
Michigan
$22.6M +$1.32M +6,622 +6%
HCMG
366
Howard Capital Management Group
California
$22.6M +$1.27M +6,365 +6%
EAM
367
Erste Asset Management
Austria
$22.6M +$10.1M +51,361 +81%
RCW
368
Rheos Capital Works
Japan
$22.5M +$22.5M +112,600 New
AIM
369
Artemis Investment Management
United Kingdom
$22.1M +$22.1M +110,784 New
JFG
370
Jefferies Financial Group
New York
$22M +$8.36M +41,824 +61%
GAM
371
Guinness Asset Management
United Kingdom
$22M +$25.2K +126 +0.1%
FSA
372
Franklin Street Advisors
North Carolina
$22M +$8.79M +43,987 +67%
BPWM
373
Badgley Phelps Wealth Managers
Washington
$21.9M +$592K +2,965 +3%
AGP
374
Akaris Global Partners
New York
$21.9M +$21.9M +109,700 New
Twin Tree Management
375
Twin Tree Management
Texas
$21.9M -$66.5M -333,104 -75%
13 14
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