CRM icon

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
$2.95B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.09B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.33B
4
VH
ValueAct Holdings
California
$696M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$769M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.82B
2
Nomura Holdings
Nomura Holdings
Japan
$238M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
$187M
4
Barclays
Barclays
United Kingdom
$349M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$74.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$519M -$73.8M -369,459 -12%
SGA
52
Sustainable Growth Advisers
Connecticut
$516M -$280M -1,399,254 -35%
SV
53
Starboard Value
New York
$506M -$98.9M -494,999 -16%
VVP
54
Vulcan Value Partners
Alabama
$486M -$63.4M -317,275 -12%
MG
55
Meritage Group
California
$481M +$2.51M +12,587 +0.5%
GIM
56
Generation Investment Management
United Kingdom
$474M -$37.3M -186,659 -7%
CS
57
Credit Suisse
Switzerland
$419M -$35.4M -177,114 -8%
RJA
58
Raymond James & Associates
Florida
$419M +$11.8M +59,183 +3%
PI
59
Putnam Investments
Massachusetts
$418M +$240M +1,200,808 +135%
LPC
60
Lone Pine Capital
Connecticut
$407M +$297M +1,486,293 +271%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$398M -$125M -625,519 -24%
First Eagle Investment Management
62
First Eagle Investment Management
New York
$397M +$343K +1,719 +0.1%
Massachusetts Financial Services
63
Massachusetts Financial Services
Massachusetts
$392M -$12M -60,042 -3%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$370M +$77.5M +389,235 +27%
DnB Asset Management
65
DnB Asset Management
Norway
$370M +$29.1M +145,776 +9%
BNP Paribas Asset Management
66
BNP Paribas Asset Management
France
$366M +$28M +140,136 +8%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$363M +$3.91M +19,560 +1%
American Century Companies
68
American Century Companies
Missouri
$350M -$12M -61,099 -3%
Barclays
69
Barclays
United Kingdom
$349M -$511M -2,555,943 -59%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$348M -$2.93M -14,687 -0.8%
HA
71
HHLR Advisors
Cayman Islands
$346M – – –
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$344M -$13.9M -69,607 -4%
National Pension Service
73
National Pension Service
South Korea
$320M +$34.5M +175,271 +12%
Millennium Management
74
Millennium Management
New York
$319M -$293M -1,465,538 -48%
Principal Financial Group
75
Principal Financial Group
Iowa
$308M -$1.44M -7,209 -0.5%
1 2
3
4 5