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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 %
BCM
576
Brookstone Capital Management
Illinois
$7.15M +$2.09M +10,621 +41%
MGWM
577
Marks Group Wealth Management
Minnesota
$7.11M +$1.61M +8,056 +29%
KRSITF
578
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.11M -$15.2K -76 -0.2%
SWM
579
Spire Wealth Management
Virginia
$7.1M +$5.21M +26,097 +277%
SAM
580
Sabadell Asset Management
Spain
$7.07M +$2.72M +13,921 +62%
KeyBank National Association
581
KeyBank National Association
Ohio
$7.07M +$65.3K +327 +0.9%
PA
582
Profund Advisors
Maryland
$7.07M -$396K -1,981 -5%
FT
583
Fiduciary Trust
Massachusetts
$7.01M +$583K +2,916 +9%
ALAM
584
Asahi Life Asset Management
Japan
$6.98M -$189K -945 -3%
SPC
585
Sigma Planning Corp
Michigan
$6.88M -$43.8K -219 -0.6%
JMFC
586
J.M. Forbes & Co
Massachusetts
$6.88M -$310K -1,554 -4%
MHC
587
Meyer Handelman Company
New York
$6.79M +$7.99K +40 +0.1%
UB
588
UMB Bank
Missouri
$6.78M -$1.24M -6,230 -16%
GIM
589
Grassi Investment Management
California
$6.78M -$53.9K -270 -0.8%
WTC
590
WhitTier Trust Company
Nevada
$6.77M -$39.8K -199 -0.6%
TM
591
Tiger Management
New York
$6.73M – – –
QCM
592
Quantinno Capital Management
New York
$6.69M +$5.11M +25,571 +324%
TCOV
593
Trust Company of Vermont
Vermont
$6.66M -$255K -1,274 -4%
VIM
594
Vinva Investment Management
Australia
$6.66M +$6.66M +33,879 New
LSA
595
L & S Advisors
California
$6.6M +$6.6M +33,027 New
NCM
596
Novare Capital Management
North Carolina
$6.6M +$698K +3,493 +12%
TRCT
597
Tower Research Capital (TRC)
New York
$6.55M +$348K +1,743 +6%
AIM
598
Allen Investment Management
New York
$6.54M -$1.53M -7,661 -19%
WC
599
Whitney & Co
New York
$6.53M +$1.84M +9,217 +39%
GLA
600
Great Lakes Advisors
Illinois
$6.51M +$6.51M +32,574 New
22 23
24
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