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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 %
IWP
651
Icon Wealth Partners
Texas
$5.47M +$5.47M +27,402 New
KPWS
652
Kestra Private Wealth Services
Texas
$5.47M +$111K +557 +2%
SA
653
Strategic Advisors
New York
$5.47M -$102K -510 -2%
BCPWM
654
Bradley & Co Private Wealth Management
Florida
$5.47M +$4.86M +24,319 +797%
SWP
655
Stratos Wealth Partners
Ohio
$5.45M -$282K -1,410 -5%
DGAM
656
Desjardins Global Asset Management
Quebec, Canada
$5.44M +$4.44M +22,236 +445%
MPWT
657
MassMutual Private Wealth & Trust
Connecticut
$5.44M +$661K +3,308 +14%
Balyasny Asset Management
658
Balyasny Asset Management
Illinois
$5.42M -$172M -858,502 -97%
WB
659
Webster Bank
Connecticut
$5.42M -$131K -656 -2%
EWM
660
Evercore Wealth Management
New York
$5.41M -$193K -964 -3%
SWA
661
Stratos Wealth Advisors
Ohio
$5.38M -$15.6K -78 -0.3%
GVAG
662
Great Valley Advisor Group
Delaware
$5.38M -$1.21M -6,079 -18%
MCM
663
McRae Capital Management
New Jersey
$5.36M -$11K -55 -0.2%
PWS
664
Peloton Wealth Strategists
Indiana
$5.33M +$109K +545 +2%
JIC
665
Johnson Investment Counsel
Ohio
$5.32M -$1.84M -9,196 -26%
STA
666
Summit Trail Advisors
New York
$5.32M +$619K +3,099 +13%
EF
667
Empirical Finance
Pennsylvania
$5.31M +$308K +1,544 +6%
BZWA
668
Blue Zone Wealth Advisors
California
$5.28M -$3.2K -16 -0.1%
CUAMC
669
China Universal Asset Management Company
China
$5.27M +$1.1M +5,500 +26%
DCM
670
Dupont Capital Management
Delaware
$5.26M +$2.44M +12,222 +87%
M
671
Mirova
France
$5.24M -$363K -1,816 -6%
DCM
672
Discovery Capital Management
Connecticut
$5.23M +$5.23M +26,200 New
CC
673
Codex Capital
New York
$5.21M – – –
CTC
674
Central Trust Company
Missouri
$5.2M -$529K -2,646 -9%
EF
675
Empowered Funds
Pennsylvania
$5.18M +$3.51M +17,554 +210%
25 26
27
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