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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 %
XWM
601
Xcel Wealth Management
Florida
$6.49M -$430K -2,150 -6%
WS
602
Wedbush Securities
California
$6.47M -$1.05M -5,256 -14%
AAS
603
Avantax Advisory Services
Texas
$6.46M -$237K -1,187 -4%
BRWA
604
B. Riley Wealth Advisors
Florida
$6.45M +$1.17M +5,839 +22%
AF
605
Arrow Financial
New York
$6.44M +$377K +1,885 +6%
VAS
606
Vestmark Advisory Solutions
Massachusetts
$6.43M +$258K +1,290 +4%
CB
607
Commerce Bank
Missouri
$6.37M -$360K -1,804 -5%
FHA
608
First Horizon Advisors
Tennessee
$6.36M -$2.08M -10,428 -25%
ECM
609
Evergreen Capital Management
Washington
$6.34M +$1.41M +7,050 +29%
TCM
610
Thames Capital Management
New Jersey
$6.29M +$6.29M +31,472 New
NMIMC
611
Northwestern Mutual Investment Management Company
Wisconsin
$6.28M +$18.2K +91 +0.3%
BHB
612
Bank Hapoalim BM
Israel
$6.27M +$136K +679 +2%
LFAS
613
Level Four Advisory Services
Texas
$6.26M +$2.29M +11,451 +58%
PA
614
Pinnacle Associates
New York
$6.22M +$326K +1,632 +6%
ST
615
Spinnaker Trust
Maine
$6.21M +$1.39M +6,964 +29%
SS
616
Simplicity Solutions
Minnesota
$6.17M +$4.7M +23,550 +322%
SAM
617
Shell Asset Management
Netherlands
$6.16M +$127K +637 +2%
AI
618
AXS Investments
New York
$6.12M -$600K -3,004 -9%
CAM
619
Cresset Asset Management
Illinois
$6.11M -$389K -1,945 -6%
CANY
620
Caxton Associates (New York)
New York
$6.1M +$3.82M +19,127 +168%
CI
621
Ceera Investments
Texas
$6.07M +$272K +1,362 +5%
PCOC
622
Power Corp of Canada
Canada
$6.07M +$3.08M +16,212 +103%
PCM
623
Penserra Capital Management
California
$6.06M +$5.05M +25,304 +501%
BC
624
Burney Company
Virginia
$6.04M +$6.04M +30,230 New
KIA
625
KCM Investment Advisors
California
$6.01M -$660K -3,304 -10%
23 24
25
26 27