CRM icon

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 %
OPERF
426
Oregon Public Employees Retirement Fund
Oregon
$15.5M +$74.7K +374 +0.5%
EMPI
427
Elo Mutual Pension Insurance
Finland
$15.5M +$3K +15 +0%
CIA
428
CCM Investment Advisers
South Carolina
$15.4M +$1.07M +5,369 +7%
SFA
429
Sequoia Financial Advisors
Ohio
$15.3M +$1.4M +7,008 +10%
NI
430
Noked Israel
Israel
$15.3M +$15.3M +76,450 New
MSRPS
431
Maryland State Retirement & Pension System
Maryland
$15.2M +$89.9K +450 +0.6%
MML Investors Services
432
MML Investors Services
Massachusetts
$15.1M -$1.33M -6,681 -8%
AIA
433
Avalon Investment & Advisory
Texas
$15.1M +$13.3M +66,733 +752%
CA
434
Commerzbank Aktiengesellschaft
Germany
$15.1M -$74.6M -373,225 -83%
SCM
435
Soros Capital Management
New York
$15.1M +$15.1M +75,500 New
ARAM
436
Ardmore Road Asset Management
New York
$15M +$15M +75,000 New
Walleye Capital
437
Walleye Capital
New York
$15M +$3.79M +18,968 +34%
CTC (Chicago Trading Company)
438
CTC (Chicago Trading Company)
Illinois
$14.9M +$14.9M +75,866 New
CTI
439
Community Trust & Investment
Kentucky
$14.9M +$2.81M +14,084 +23%
BIM
440
Bridgecreek Investment Management
Oklahoma
$14.8M -$23K -115 -0.2%
AAS
441
Annex Advisory Services
Wisconsin
$14.8M +$822K +4,113 +6%
YC
442
Yarbrough Capital
Tennessee
$14.5M -$488K -2,445 -3%
WT
443
Whittier Trust
California
$14.4M +$33.2K +166 +0.2%
CFB
444
Cullen/Frost Bankers
Texas
$14.3M -$23.5M -117,825 -62%
IP
445
Interval Partners
New York
$14.2M +$12.2M +60,850 +583%
ACIM
446
Azimuth Capital Investment Management
Michigan
$14.1M +$7.71M +38,602 +120%
Lido Advisors
447
Lido Advisors
California
$13.9M +$9.05M +45,307 +185%
FBB
448
Fulton Breakefield Broenniman
Maryland
$13.8M -$202K -1,013 -1%
MFAM
449
Motley Fool Asset Management
Virginia
$13.8M -$298K -1,494 -2%
PWM
450
Perigon Wealth Management
California
$13.7M -$3.9M -19,517 -22%
16 17
18
19 20