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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 %
FFA
551
Fragasso Financial Advisors
Pennsylvania
$8.16M +$1.31M +6,560 +19%
AssetMark Inc
552
AssetMark Inc
California
$8.06M +$1.39M +6,977 +21%
DWP
553
Daymark Wealth Partners
Ohio
$8.05M -$67.1K -336 -0.8%
OCM
554
Ogborne Capital Management
California
$7.99M +$7.99M +40,000 New
PTC
555
Philadelphia Trust Company
Pennsylvania
$7.99M +$126K +630 +2%
BPA
556
Beacon Pointe Advisors
California
$7.9M -$396K -1,983 -5%
Cetera Investment Advisers
557
Cetera Investment Advisers
Illinois
$7.87M +$1.4K +7 +0%
Verition Fund Management
558
Verition Fund Management
Connecticut
$7.82M +$2.34M +11,720 +43%
SCA
559
Stonebridge Capital Advisors
Minnesota
$7.75M +$262K +1,313 +4%
BWL
560
Bogart Wealth LLC
Virginia
$7.65M +$335K +1,675 +5%
KA
561
Kintegral Advisory
New York
$7.64M -$411K -2,055 -5%
RIA
562
RPG Investment Advisory
California
$7.62M +$39.8K +199 +0.5%
ET
563
Equitable Trust
Tennessee
$7.61M +$584K +2,925 +8%
OC
564
Oppenheimer & Co
New York
$7.59M -$1.55M -7,737 -17%
BWFA
565
Baltimore-Washington Financial Advisors
Maryland
$7.49M +$66.3K +332 +0.9%
WMC
566
Westwood Management Corporation
Illinois
$7.47M -$40K -200 -0.5%
OPCM
567
Osborne Partners Capital Management
California
$7.47M +$76.3K +382 +1%
NRS
568
Neville Rodie & Shaw
New York
$7.43M +$385K +1,925 +5%
MC
569
Moors & Cabot
Massachusetts
$7.42M -$198K -991 -3%
PFS
570
Prospera Financial Services
Texas
$7.41M +$58.7K +294 +0.8%
MIC
571
Means Investment Company
Maine
$7.36M +$69.5K +348 +1%
FNT
572
First National Trust
Pennsylvania
$7.23M -$279K -1,397 -4%
PRC
573
Pearl River Capital
Michigan
$7.23M +$4.97M +24,856 +219%
MTWSIF
574
Mivtachim The Workers Social Insurance Fund
Israel
$7.19M +$7.19M +36,000 New
CII
575
Capital International Inc
California
$7.19M +$7.19M +35,967 New
21 22
23
24 25