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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 %
N
701
Natixis
France
$4.63M -$208M -1,043,244 -98%
VST
702
Van Strum & Towne
California
$4.57M +$120K +600 +3%
BFG
703
Bleakley Financial Group
New Jersey
$4.56M +$1.86M +9,300 +69%
TC
704
Tairen Capital
Hong Kong
$4.54M +$1.47M +7,336 +48%
SCM
705
Shelton Capital Management
Colorado
$4.5M -$278K -1,391 -6%
Bessemer Group
706
Bessemer Group
New Jersey
$4.47M -$806K -4,033 -15%
SIM
707
Stratos Investment Management
Ohio
$4.45M -$1.6K -8 -0%
JGGDR
708
JGP Global Gestao de Recursos
Brazil
$4.45M +$4.45M +12,900 New
ITFISA
709
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$4.45M -$442K -2,250 -9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
710
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.44M -$3.55M -17,782 -44%
CDH
711
Charles D. Hyman
$4.43M +$77.9K +390 +2%
MWM
712
Meridian Wealth Management
Kentucky
$4.42M +$410K +2,053 +10%
USAA
713
United Services Automobile Association
Texas
$4.38M -$2.79M -13,964 -39%
MMA
714
Miracle Mile Advisors
California
$4.36M -$326K -1,630 -7%
RAM
715
Roanoke Asset Management
New Jersey
$4.36M -$999 -5 -0%
FFWA
716
FRG Family Wealth Advisors
Washington
$4.35M -$115K -578 -3%
MKA
717
M. Kulyk & Associates
Georgia
$4.34M +$172K +860 +4%
PCA
718
Pallas Capital Advisors
Massachusetts
$4.33M +$892K +4,578 +26%
IAA
719
Independent Advisor Alliance
North Carolina
$4.31M -$212K -1,063 -5%
CG
720
Colony Group
Massachusetts
$4.29M -$1.38M -6,927 -24%
BF
721
BOK Financial
Oklahoma
$4.28M -$4.94M -24,750 -54%
RCM
722
RB Capital Management
Nevada
$4.26M -$110K -550 -3%
SFI
723
Siemens Fonds Invest
Germany
$4.24M +$7.79K +39 +0.2%
OAM
724
Ostrum Asset Management
France
$4.23M +$4.23M +21,194 New
DA
725
Dillon & Associates
Michigan
$4.23M +$121K +603 +3%
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