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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 %
MWM
676
Marietta Wealth Management
Georgia
$5.16M +$401K +2,009 +8%
AWA
677
Arkadios Wealth Advisors
Georgia
$5.14M +$607K +3,036 +13%
SAM
678
SP Asset Management
California
$5.08M – – –
KOCAA
679
Knights of Columbus Asset Advisors
Connecticut
$5.08M +$1.75M +8,747 +52%
CSPIA
680
Cary Street Partners Investment Advisory
Virginia
$5.04M +$66.1K +331 +1%
DBG
681
De Burlo Group
Massachusetts
$5.01M -$215K -1,075 -4%
ACM
682
Alight Capital Management
New York
$4.99M +$999K +5,000 +25%
MC
683
Metavasi Capital
New York
$4.99M +$4.99M +25,000 New
TCCM
684
Timber Creek Capital Management
Massachusetts
$4.97M -$22.4K -112 -0.4%
BFIM
685
Beese Fulmer Investment Management
Ohio
$4.95M +$252K +1,262 +5%
SCA
686
Snowden Capital Advisors
New York
$4.94M +$727K +3,641 +17%
LGF
687
LGT Group Foundation
Liechtenstein
$4.92M +$197K +984 +4%
CCM
688
Channing Capital Management
Illinois
$4.88M -$10.9M -54,807 -69%
CCM
689
Cohen Capital Management
California
$4.87M – – –
ISB
690
Iowa State Bank
Iowa
$4.84M -$225K -1,124 -4%
MM
691
Meridian Management
Arkansas
$4.74M +$1.75M +8,743 +58%
PIM
692
Progressive Investment Management
Oregon
$4.73M -$4.63M -23,178 -49%
HAS
693
HBW Advisory Services
California
$4.73M -$264K -1,320 -5%
VI
694
Vestcor Inc
New Brunswick, Canada
$4.72M -$19.2K -96 -0.4%
KCM
695
Kornitzer Capital Management
Kansas
$4.72M +$246K +1,230 +5%
TCM
696
Twin Capital Management
Pennsylvania
$4.7M +$324K +1,623 +7%
CM
697
Corvex Management
New York
$4.68M -$2.46M -12,336 -34%
OGF
698
Orin Green Financial
California
$4.65M +$4.8K +24 +0.1%
PT
699
Plimoth Trust
Massachusetts
$4.65M -$379K -1,895 -8%
OHIS
700
Oak Harvest Investment Services
Texas
$4.64M -$601K -3,007 -11%
26 27
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