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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 %
CCM
401
Chilton Capital Management
Texas
$18.7M +$576K +2,881 +3%
FBA
402
Front Barnett Associates
Illinois
$18.3M +$1.13M +5,675 +7%
DILIC
403
Dai-ichi Life Insurance Company
Japan
$18.1M -$6.59K -33 -0%
Bank of Nova Scotia
404
Bank of Nova Scotia
Ontario, Canada
$18M -$16M -79,918 -47%
BCIM
405
British Columbia Investment Management
British Columbia, Canada
$17.9M +$149K +746 +0.8%
Wealthfront Advisers
406
Wealthfront Advisers
California
$17.8M +$8.52M +42,645 +91%
AI
407
Atria Investments
North Carolina
$17.7M +$5.06M +25,330 +40%
KAS
408
Kestra Advisory Services
Texas
$17.6M -$3.95M -19,776 -18%
TF
409
TIAA FSB
Florida
$17.5M +$14.4M +72,215 +469%
HIMCH
410
Hartford Investment Management Co (HIMCO)
Connecticut
$17.4M +$2.36M +11,828 +16%
NAM
411
NorthCrest Asset Manangement
Minnesota
$17.3M +$219K +1,094 +1%
KCM
412
Kingdon Capital Management
New York
$17.3M -$280K -1,400 -2%
CAM
413
Cidel Asset Management
Ontario, Canada
$17.2M +$9.98M +49,971 +138%
PAI
414
Pittenger & Anderson Inc
Nebraska
$16.8M -$694K -3,472 -4%
SRFM
415
Shannon River Fund Management
New York
$16.7M +$11.3M +56,605 +210%
BFO
416
Boston Family Office
Massachusetts
$16.6M -$1.82M -9,123 -10%
SAM
417
Securian Asset Management
Minnesota
$16.5M +$125K +627 +0.8%
RC
418
RDST Capital
Washington
$16.3M -$639K -3,200 -4%
IMPI
419
Ilmarinen Mutual Pension Insurance
Finland
$16M +$999K +5,000 +7%
PCMC
420
Paragon Capital Management (Colorado)
Colorado
$15.9M – – –
ACA
421
Anchor Capital Advisors
Massachusetts
$15.9M +$2.9M +14,500 +22%
KRS
422
Kentucky Retirement Systems
Kentucky
$15.8M +$168K +839 +1%
BAMF
423
BI Asset Management Fondsmaeglerselskab
Denmark
$15.7M +$2.01M +10,037 +15%
NCL
424
Nishkama Capital LLC
Puerto Rico
$15.7M +$15.7M +78,654 New
NB
425
Norinchukin Bank
Japan
$15.6M +$365K +1,825 +2%
15 16
17
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