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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 %
IPAM
451
ICICI Prudential Asset Management
India
$13.5M -$1.42M -7,142 -9%
BVDMP
452
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$13.3M +$919K +5,000 +7%
QP
453
Quilter Plc
United Kingdom
$13.3M -$564K -568 -4%
JCM
454
Jag Capital Management
Missouri
$13.3M +$8.75M +43,820 +194%
MC
455
Middleton & Co
Massachusetts
$13.3M -$199K -994 -1%
WT
456
Washington Trust
Rhode Island
$13.1M +$498K +2,493 +4%
Mercer Global Advisors
457
Mercer Global Advisors
Colorado
$13M +$368K +1,843 +3%
LSERS
458
Louisiana State Employees Retirement System
Louisiana
$13M +$79.9K +400 +0.6%
ONB
459
Old National Bancorp
Indiana
$12.9M +$187K +934 +1%
Jones Financial Companies
460
Jones Financial Companies
Missouri
$12.9M +$543K +2,719 +4%
LP
461
LMR Partners
United Kingdom
$12.8M +$12.8M +64,126 New
SIA
462
Sit Investment Associates
Minnesota
$12.8M -$417K -2,085 -3%
CI
463
Capital International
California
$12.7M +$12.7M +63,752 New
WSTAM
464
Wilbanks Smith & Thomas Asset Management
Virginia
$12.7M +$1.15M +5,747 +10%
DA
465
Dash Acquisitions
California
$12.7M +$1.37M +6,861 +12%
AMI
466
Amica Mutual Insurance
Rhode Island
$12.6M -$4.08M -20,432 -25%
LWM
467
Lyell Wealth Management
California
$12.4M -$144K -722 -1%
GAM
468
Gotham Asset Management
New York
$12.4M -$9.81M -49,093 -44%
WMSA
469
Weiss Multi-Strategy Advisers
New York
$12.4M +$12.4M +61,868 New
PAG
470
Private Advisor Group
New Jersey
$12.3M -$31.6K -158 -0.3%
RMA
471
Roffman Miller Associates
Pennsylvania
$12.2M -$1.15M -5,748 -9%
KWM
472
Kingsview Wealth Management
Oregon
$12.1M -$1.71M -8,578 -12%
PFM
473
Premier Fund Managers
United Kingdom
$12.1M +$12.1M +61,600 New
PA
474
Parallel Advisors
California
$12.1M +$5.26M +26,316 +77%
FCH
475
Freestone Capital Holdings
Washington
$12.1M +$19.8K +99 +0.2%
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