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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 %
KFP
801
KMG Fiduciary Partners
Ohio
$3.26M -$9.19K -46 -0.3%
MCP
802
Mirador Capital Partners
California
$3.26M -$398K -1,991 -11%
SIA
803
Schechter Investment Advisors
Michigan
$3.25M +$1.15M +5,735 +54%
AFA
804
Arlington Financial Advisors
California
$3.24M +$534K +2,672 +20%
CG
805
Cutler Group
California
$3.24M -$3.1M -15,510 -49%
I
806
INVST
Indiana
$3.23M +$286K +1,461 +10%
CM
807
CastleKnight Management
New York
$3.23M +$2.13M +10,650 +194%
PCH
808
PGIM Custom Harvest
New Jersey
$3.22M +$20K +100 +0.6%
LTAS
809
Linden Thomas Advisory Services
North Carolina
$3.22M +$161K +808 +5%
TFS
810
Thoroughbred Financial Services
Tennessee
$3.21M +$47.5K +238 +2%
PI
811
PFS Investments
Georgia
$3.19M +$388K +2,017 +14%
CG
812
Caprock Group
Idaho
$3.19M +$687K +3,440 +28%
AAM
813
Azzad Asset Management
Virginia
$3.18M +$11K +55 +0.3%
SC
814
Sepio Capital
Utah
$3.16M +$1.07M +5,364 +51%
NIG
815
NFJ Investment Group
Texas
$3.15M +$2.57M +12,883 +447%
SBIA
816
Sheaff Brock Investment Advisors
Indiana
$3.13M +$1.61M +8,050 +106%
SAI
817
Systematic Alpha Investments
New Jersey
$3.12M – – –
S
818
SignatureFD
Georgia
$3.12M +$885K +4,430 +40%
WPP
819
Whalerock Point Partners
Rhode Island
$3.12M -$104K -520 -3%
NPT
820
Nixon Peabody Trust
Massachusetts
$3.12M -$118K -593 -4%
IWC
821
Integrated Wealth Concepts
Massachusetts
$3.11M +$962K +4,815 +45%
SF
822
Summit Financial
New Jersey
$3.1M -$742K -3,714 -19%
GIP
823
Granite Investment Partners
California
$3.08M -$1.49M -7,448 -33%
YDMI
824
Y.D. More Investments
Israel
$3.06M +$314K +1,570 +11%
HI
825
Horizon Investments
North Carolina
$3.05M -$730K -3,654 -19%
31 32
33
34 35