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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 %
KWILP
501
Kiwi Wealth Investments Limited Partnership
New Zealand
$10.3M -$1.2M -6,016 -10%
CC
502
Cornerstone Capital
California
$10.2M +$3K +15 +0%
AIM
503
Achmea Investment Management
Netherlands
$10M +$1M +5,021 +11%
CTA
504
Chesley Taft & Associates
Illinois
$10M +$32.4K +162 +0.3%
BCV
505
Banque Cantonale Vaudoise
Switzerland
$9.75M +$1.17M +5,868 +14%
CGH
506
Crossmark Global Holdings
Texas
$9.73M -$432K -2,164 -4%
Parallax Volatility Advisers
507
Parallax Volatility Advisers
California
$9.65M +$9.64M +48,278 +371,369%
BCMO
508
Buckingham Capital Management (Ohio)
Ohio
$9.62M +$120K +601 +1%
FVWA
509
Foster Victor Wealth Advisors
South Carolina
$9.57M -$1.09M -5,534 -10%
DADC
510
D.A. Davidson & Co
Montana
$9.46M +$1.56M +7,800 +20%
RIL
511
Rothschild Investment LLC
Illinois
$9.42M +$930K +4,655 +11%
ECM
512
Exchange Capital Management
Michigan
$9.32M +$39K +195 +0.4%
BL
513
BWCP LP
Texas
$9.3M +$9.3M +46,558 New
PP
514
Prudential plc
United Kingdom
$9.28M +$537K +2,686 +6%
SW
515
SVB Wealth
Massachusetts
$9.26M +$108K +541 +1%
RSS
516
Rosenblum Silverman Sutton
California
$9.25M -$1.67M -8,335 -15%
NMERB
517
New Mexico Educational Retirement Board
New Mexico
$9.25M -$300K -1,500 -3%
ONGA
518
O'Neil Global Advisors
California
$9.24M +$9.24M +46,243 New
EWM
519
Edge Wealth Management
New York
$9.23M -$41.7K -209 -0.4%
MCM
520
Mill Capital Management
North Carolina
$9.21M +$9.21M +46,095 New
CWM
521
CMH Wealth Management
New Hampshire
$9.17M +$1.56M +7,808 +20%
CA
522
Cullinan Associates
Kentucky
$9.12M +$315K +1,576 +4%
EVM
523
Evelyn V. Moreno
$9.09M +$217K +1,086 +2%
M
524
MOTCO
Texas
$8.99M +$166K +832 +2%
HSC
525
Harbor Spring Capital
New York
$8.99M +$8.99M +45,000 New
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