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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 %
TCM
526
Tran Capital Management
California
$8.97M +$8.41M +42,105 +1,516%
EOJOAM
527
E. Ohman J:or Asset Management
Sweden
$8.96M +$459K +2,300 +5%
MLICM
528
Metropolitan Life Insurance Company (MetLife)
New York
$8.94M -$2.62M -13,112 -23%
AHC
529
Adell Harriman & Carpenter
Texas
$8.79M +$301K +1,505 +4%
PFO
530
Pathstone Family Office
New Jersey
$8.79M -$12.8M -63,931 -59%
SWIG
531
Strategic Wealth Investment Group
Kentucky
$8.78M +$1.32M +6,615 +18%
OSAM
532
O'Shaughnessy Asset Management
Connecticut
$8.74M +$2.7M +13,512 +45%
IB
533
Iyo Bank
Japan
$8.7M – – –
PAMP
534
Polar Asset Management Partners
Ontario, Canada
$8.69M +$8.69M +43,500 New
TI
535
Tidal Investments
Wisconsin
$8.67M +$2.07M +10,355 +31%
IMRF
536
Illinois Municipal Retirement Fund
Illinois
$8.63M – – –
SSB
537
Sandy Spring Bank
Maryland
$8.62M -$396K -1,984 -4%
AC
538
Abbrea Capital
California
$8.61M -$1.57M -7,855 -15%
BTWM
539
Baker Tilly Wealth Management
Wisconsin
$8.59M +$216K +1,081 +3%
WSFS
540
Wilmington Savings Fund Society
Delaware
$8.45M +$194K +972 +2%
PAM
541
Private Asset Management
California
$8.45M -$887K -4,441 -10%
EIM
542
Essex Investment Management
Massachusetts
$8.43M -$563K -2,819 -6%
CWP
543
CFM Wealth Partners
Texas
$8.38M -$122K -613 -1%
HCM
544
Hillman Capital Management
Maryland
$8.28M +$93.7K +469 +1%
GWM
545
GDS Wealth Management
Texas
$8.26M -$3.55M -17,763 -30%
ASN
546
Advisory Services Network
Georgia
$8.21M +$235K +1,175 +3%
MGP
547
Metis Global Partners
California
$8.19M +$2.03M +10,157 +33%
LIP
548
Liontrust Investment Partners
United Kingdom
$8.19M -$3.4M -17,000 -29%
SHGA
549
Sand Hill Global Advisors
California
$8.17M -$98.7K -494 -1%
BFS
550
Bradley Foster & Sargent
Connecticut
$8.17M -$43.8K -219 -0.5%
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