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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 %
LOAME
626
Lombard Odier Asset Management (Europe)
United Kingdom
$6M -$466K -2,334 -7%
QPBE
627
Quintet Private Bank (Europe)
Luxembourg
$5.99M +$5.99M +29,980 New
SRC
628
Shufro Rose & Co
New York
$5.95M +$171K +854 +3%
NA
629
NewEdge Advisors
Louisiana
$5.93M +$1.74M +8,789 +42%
FFP
630
FourThought Financial Partners
Florida
$5.9M +$405K +2,027 +7%
HVIA
631
Hudson Valley Investment Advisors
New York
$5.89M +$1.41M +7,033 +31%
BFEC
632
Benjamin F. Edwards & Company
Missouri
$5.85M +$258K +1,291 +5%
OA
633
Oak Associates
Ohio
$5.78M – – –
RJT
634
Raymond James Trust
Florida
$5.78M -$70.9K -355 -1%
API
635
Advisor Partners II
California
$5.75M +$1.42M +7,117 +33%
GFA
636
Gifford Fong Associates
California
$5.71M -$3.8M -19,035 -40%
SAS
637
Stelac Advisory Services
New York
$5.7M -$6.79K -34 -0.1%
LNWWM
638
Laird Norton Wetherby Wealth Management
California
$5.68M +$624K +3,125 +12%
SB
639
Simmons Bank
Arkansas
$5.66M +$256K +1,279 +5%
ECM
640
ExodusPoint Capital Management
New York
$5.66M -$5.08M -25,428 -47%
CK
641
Cohen Klingenstein
New York
$5.65M – – –
EDRH
642
Edmond de Rothschild Holding
Switzerland
$5.62M -$3.14M -15,705 -36%
PSC
643
Prentiss Smith & Co
Vermont
$5.62M -$212K -1,063 -4%
VFA
644
Valeo Financial Advisors
Indiana
$5.59M -$370K -4,914 -6%
GAAM
645
Guinness Atkinson Asset Management
California
$5.58M -$125K -624 -2%
BCM
646
Barrier Capital Management
California
$5.55M -$1.38M -6,900 -20%
AWMT
647
AAFMAA Wealth Management & Trust
North Carolina
$5.53M +$179K +896 +3%
IIM
648
INTECH Investment Management
Florida
$5.52M -$1.49M -7,482 -21%
BJL
649
Brighton Jones LLC
Washington
$5.51M -$238K -1,192 -4%
CIG
650
Consolidated Investment Group
Colorado
$5.51M – – –
24 25
26
27 28