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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 %
GC
726
Garde Capital
Washington
$4.22M +$552K +2,763 +15%
CCM
727
Cobalt Capital Management
New Jersey
$4.2M +$4.2M +21,000 New
EWM
728
Elite Wealth Management
Washington
$4.17M +$6.99K +35 +0.2%
DAS
729
Dynamic Advisor Solutions
Arizona
$4.16M +$1.02M +5,118 +33%
OCM
730
Once Capital Management
New York
$4.16M – – –
WIA
731
Westbourne Investment Advisors
Maryland
$4.15M +$106K +529 +3%
BCCM
732
Bridge Creek Capital Management
Massachusetts
$4.15M +$18K +90 +0.4%
VCM
733
Vision Capital Management
Oregon
$4.15M +$1.19M +5,972 +40%
PGFC
734
Peapack-Gladstone Financial Corp
New Jersey
$4.14M +$979K +5,510 +31%
BFM
735
Boston Financial Management
Massachusetts
$4.12M -$1.8K -9 -0%
HCA
736
Harbor Capital Advisors
Illinois
$4.12M +$2.87M +14,369 +230%
SIP
737
Stoneridge Investment Partners
Pennsylvania
$4.11M -$910K -4,556 -18%
PIA
738
Petredis Investment Advisors
Pennsylvania
$4.09M -$92.5K -463 -2%
DWT
739
Dorsey & Whitney Trust
South Dakota
$4.05M +$334K +1,673 +9%
CCA
740
Checchi Capital Advisers
California
$4.04M +$2.2K +11 +0.1%
BBHC
741
Brown Brothers Harriman & Co
New York
$4.03M +$113K +566 +3%
GPTE
742
Generali Powszechne Towarzystwo Emerytalne
Poland
$4.02M – – –
PCM
743
Parsons Capital Management
Rhode Island
$4M -$30K -150 -0.7%
JCM
744
JS Capital Management
New York
$4M +$4M +20,000 New
MIFH
745
Migdal Insurance & Financial Holdings
Israel
$3.99M -$53.1M -269,640 -93%
DI
746
DFPG Investments
Utah
$3.96M +$1.2M +6,002 +43%
SWM
747
Sendero Wealth Management
Texas
$3.93M +$1.54M +7,693 +64%
SC
748
Sawyer & Company
Massachusetts
$3.93M -$13.2K -69 -0.3%
TCA
749
Trifecta Capital Advisors
Illinois
$3.92M +$35K +175 +0.9%
CIC
750
Chase Investment Counsel
Virginia
$3.89M +$3.89M +19,492 New
28 29
30
31 32