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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 %
SAM
376
Sycomore Asset Management
France
$21.7M +$13.3M +69,786 +160%
TMAM
377
Tokio Marine Asset Management
Japan
$21.5M +$322K +1,610 +2%
Carson Wealth (CWM LLC)
378
Carson Wealth (CWM LLC)
Nebraska
$21.2M +$1.91M +9,578 +10%
Federated Hermes
379
Federated Hermes
Pennsylvania
$21.1M -$50.2M -251,246 -70%
FMI
380
Factory Mutual Insurance
Massachusetts
$20.8M -$7.31M -36,600 -26%
IHG
381
Insight Holdings Group
New York
$20.8M +$20.8M +104,000 New
WB
382
WesBanco Bank
West Virginia
$20.7M -$1.98M -9,890 -9%
CAM
383
ClariVest Asset Management
California
$20.6M -$658K -3,292 -3%
TNB
384
Thomasville National Bank
Georgia
$20.4M -$22.2K -111 -0.1%
NP
385
NS Partners
United Kingdom
$20.3M +$19.4K +97 +0.1%
TH
386
TCTC Holdings
Texas
$20.1M +$1.28M +6,400 +7%
IG
387
Ithaka Group
Virginia
$19.8M -$24.9M -124,397 -56%
MGI
388
MayTech Global Investments
New York
$19.7M -$611K -3,057 -3%
BCAM
389
Boston Common Asset Management
Massachusetts
$19.7M -$1.54M -7,718 -7%
DIA
390
Davidson Investment Advisors
Montana
$19.6M +$2.57M +12,873 +15%
BTP
391
Bloom Tree Partners
New York
$19.5M -$6.98M -34,950 -26%
CT
392
Cambridge Trust
Massachusetts
$19.5M -$707K -3,539 -4%
SPIA
393
Steward Partners Investment Advisory
New York
$19.4M +$1.65M +8,263 +9%
AWM
394
AE Wealth Management
Kansas
$19.2M +$1.26M +6,325 +7%
CA
395
Cetera Advisors
Colorado
$19M -$87.3K -437 -0.5%
CHCM
396
Columbus Hill Capital Management
New Jersey
$19M +$19M +95,000 New
TWC
397
TD Waterhouse Canada
Ontario, Canada
$18.8M +$5.64M +25,961 +43%
Credit Agricole
398
Credit Agricole
France
$18.8M +$5.21M +26,100 +38%
MIA
399
MMBG Investment Advisors
Florida
$18.8M -$634K -3,175 -3%
HPG
400
Harvest Portfolios Group
Ontario, Canada
$18.7M +$2.74M +13,729 +17%
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16
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