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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 %
GEM
751
Global Endowment Management
North Carolina
$3.89M +$2.2K +11 +0.1%
CIP
752
Chartwell Investment Partners
Pennsylvania
$3.88M +$324K +1,622 +9%
GIA
753
Gladstone Institutional Advisory
Florida
$3.87M +$94.7K +474 +3%
LNC
754
Lincoln National Corp
Pennsylvania
$3.86M -$87.5K -438 -2%
SAM
755
Sompo Asset Management
Japan
$3.85M +$667K +3,340 +21%
BCA
756
Bray Capital Advisors
Florida
$3.85M -$10.8K -54 -0.3%
GH
757
GAM Holding
Switzerland
$3.84M +$3.84M +19,219 New
ZB
758
Zions Bancorporation
Utah
$3.82M +$811K +4,059 +27%
FIB
759
First Interstate Bank
Montana
$3.81M +$61.3K +307 +2%
VVP
760
Venture Visionary Partners
Ohio
$3.81M +$216K +1,080 +6%
Connor, Clark & Lunn Investment Management (CC&L)
761
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.79M +$3.79M +18,950 New
V
762
Veritable
Delaware
$3.77M +$351K +1,758 +10%
AWAU
763
Alliance Wealth Advisors (Utah)
Utah
$3.75M +$203K +1,014 +6%
TCOK
764
Trust Company of Kansas
Kansas
$3.71M -$9.59K -48 -0.3%
WAOTB
765
Wealth Advisors of Tampa Bay
Florida
$3.7M +$140K +702 +4%
GLAM
766
Gardner Lewis Asset Management
Pennsylvania
$3.7M +$69.9K +350 +2%
P8IP
767
Pier 88 Investment Partners
California
$3.69M +$3.69M +18,483 New
BIP
768
Bouvel Investment Partners
Pennsylvania
$3.68M -$9.59K -48 -0.3%
CNBT
769
Canandaigua National Bank & Trust
New York
$3.68M +$3.68M +18,405 New
WIC
770
Woodmont Investment Counsel
Tennessee
$3.68M +$688K +3,446 +23%
PAS
771
Park Avenue Securities
New York
$3.65M +$86.1K +431 +2%
BWA
772
BDO Wealth Advisors
Florida
$3.65M -$98.5K -493 -3%
CP
773
CenterBook Partners
Connecticut
$3.64M +$105K +527 +3%
CWM
774
Cabot Wealth Management
Massachusetts
$3.64M +$680K +3,403 +23%
SC
775
SouthState Corp
Florida
$3.63M -$111K -554 -3%
29 30
31
32 33