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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 %
HCA
776
Harbour Capital Advisors
Virginia
$3.61M +$19.2K +96 +0.5%
MUAMU
777
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.6M +$2.2M +11,000 +157%
MNBTD
778
Moody National Bank Trust Division
Texas
$3.59M +$24.4K +122 +0.7%
BONST
779
Bank of Nova Scotia Trust
Ontario, Canada
$3.59M +$41.6K +208 +1%
MCM
780
MAI Capital Management
Ohio
$3.58M +$65.3K +327 +2%
VIA
781
Vickerman Investment Advisors
Washington
$3.57M +$2.2K +11 +0.1%
ATC
782
Argent Trust Co
Tennessee
$3.57M +$78.7K +394 +2%
PL
783
Perpetual Ltd
Australia
$3.55M +$3.55M +17,777 New
LBC
784
Lawrence B. Cohen
$3.54M -$107K -536 -3%
SIA
785
SeaBridge Investment Advisors
New Jersey
$3.53M +$2.22M +11,106 +169%
P
786
Pitcairn
Pennsylvania
$3.52M +$683K +3,419 +24%
DIA
787
Dana Investment Advisors
Wisconsin
$3.52M +$1.35M +6,767 +62%
GP
788
Girard Partners
Pennsylvania
$3.51M -$349K -1,749 -9%
MWA
789
Meridian Wealth Advisors
Texas
$3.51M +$488K +2,442 +16%
SM
790
Selkirk Management
New Jersey
$3.4M +$3.4M +17,000 New
AUB
791
Atlantic Union Bankshares
Virginia
$3.39M -$377K -1,889 -10%
LW
792
Linscomb Wealth
Texas
$3.38M +$9.39K +47 +0.3%
ACM
793
Alpha Capital Management
Texas
$3.35M – – –
AWM
794
Avior Wealth Management
Nebraska
$3.34M +$289K +1,445 +9%
HBT
795
Hills Bank & Trust
Iowa
$3.33M +$107K +537 +3%
FTDI
796
First Trust Direct Indexing
Massachusetts
$3.33M +$581K +2,908 +21%
SWA
797
SFMG Wealth Advisors
Texas
$3.3M +$619K +3,099 +23%
PAM
798
Pegasus Asset Management
New York
$3.3M +$11.4K +57 +0.3%
LFRG
799
Lazard Frères Gestion
France
$3.29M -$68.5K -405 -2%
BCM
800
Barometer Capital Management
Ontario, Canada
$3.27M +$3.27M +16,362 New
30 31
32
33 34