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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 %
VPIM
476
Vanguard Personalized Indexing Management
California
$12M +$4.55M +22,786 +61%
AF
477
Ally Financial
Michigan
$12M – – –
TCM
478
Trybe Capital Management
Connecticut
$11.8M – – –
SG Americas Securities
479
SG Americas Securities
New York
$11.7M +$1.01M +5,037 +9%
FDCDDQ
480
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7M +$5.36M +26,806 +84%
WF
481
WoodTrust Financial
Wisconsin
$11.5M +$1.6M +7,988 +16%
NAMM
482
NorthStar Asset Management (Massachusetts)
Massachusetts
$11.5M +$882K +4,415 +8%
Acadian Asset Management
483
Acadian Asset Management
Massachusetts
$11.4M -$7.44M -37,270 -39%
EGM
484
Engineers Gate Manager
New York
$11.3M +$10.2M +50,899 +937%
SF
485
Synovus Financial
Georgia
$11.2M -$3.62M -18,122 -24%
AWS
486
Atria Wealth Solutions
New York
$11.2M -$99.5K -498 -0.9%
LMIM
487
Lockheed Martin Investment Management
Maryland
$11.1M +$2.72M +13,640 +33%
HCMT
488
Highland Capital Management (Tennessee)
Tennessee
$11.1M -$222K -1,111 -2%
EI
489
Ethic Inc
New York
$11M +$4.42M +22,112 +67%
TF
490
Talbot Financial
Washington
$11M +$432K +2,163 +4%
PCIA
491
Prime Capital Investment Advisors
Kansas
$10.9M -$2.99M -14,972 -21%
CIS
492
Capital International Sarl
California
$10.9M +$10.9M +54,420 New
JRP
493
Jasper Ridge Partners
California
$10.8M – – –
BC
494
Brookfield Corp
Ontario, Canada
$10.6M +$10.6M +53,308 New
BIAS
495
Beacon Investment Advisory Services
New Jersey
$10.6M -$109K -545 -1%
SCM
496
Sandler Capital Management
New York
$10.6M +$10.6M +52,870 New
OCM
497
One Capital Management
California
$10.5M +$144K +720 +1%
CAPTRUST Financial Advisors
498
CAPTRUST Financial Advisors
North Carolina
$10.5M +$6.39K +32 +0.1%
MIM
499
Marco Investment Management
Georgia
$10.4M -$135K -675 -1%
FLPIM
500
F.L. Putnam Investment Management
Massachusetts
$10.4M +$3.01M +15,059 +41%
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