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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 %
SCP
826
Stamos Capital Partners
California
$3.02M – – –
CCS
827
Concentric Capital Strategies
Connecticut
$3.01M +$3.01M +15,063 New
BHIA
828
Birch Hill Investment Advisors
Massachusetts
$2.99M +$2K +10 +0.1%
SF
829
Symphony Financial
Texas
$2.97M -$82.2K -418 -3%
MIH
830
Meitav Investment House
Israel
$2.97M +$2.59M +13,142 +686%
MYLI
831
Meiji Yasuda Life Insurance
Japan
$2.95M -$228K -1,139 -7%
FHB
832
First Hawaiian Bank
Hawaii
$2.95M +$938K +4,697 +47%
NHT
833
New Hampshire Trust
New Hampshire
$2.94M -$40.6K -203 -1%
TPW
834
Transatlantique Private Wealth
New York
$2.93M +$758K +3,817 +35%
TC
835
Telemus Capital
Michigan
$2.93M +$99.9K +500 +4%
QPWM
836
Quadrant Private Wealth Management
Pennsylvania
$2.91M -$32.6K -163 -1%
SLI
837
Sumitomo Life Insurance
Japan
$2.91M -$21.4K -107 -0.7%
PTB
838
Pioneer Trust Bank
Oregon
$2.91M +$2.91M +14,555 New
HIA
839
Harbor Investment Advisory
Maryland
$2.91M -$308K -1,543 -10%
AA
840
ALPS Advisors
Colorado
$2.9M -$1.4M -6,992 -33%
NB
841
NBT Bank
New York
$2.89M -$53.5K -268 -2%
CAM
842
Cozad Asset Management
Illinois
$2.88M +$59.3K +297 +2%
GAG
843
Goodman Advisory Group
Massachusetts
$2.86M +$1.69M +8,453 +144%
TCA
844
Transcend Capital Advisors
New Jersey
$2.85M -$417K -2,086 -13%
RC
845
Roundview Capital
New Jersey
$2.85M -$638K -3,192 -18%
LWANC
846
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.85M +$3K +15 +0.1%
RA
847
Rational Advisors
New York
$2.84M +$2.81M +14,083 +12,574%
BHA
848
Beech Hill Advisors
New York
$2.81M -$108K -540 -4%
RCM
849
Rokos Capital Management
United Kingdom
$2.8M – – –
DLCIG
850
D.L. Carlson Investment Group
New Hampshire
$2.79M +$2.79M +13,946 New
32 33
34
35 36