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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 %
CGL
851
Clarius Group LLC
Washington
$2.78M -$133K -666 -5%
IRAG
852
Investment Research & Advisory Group
Georgia
$2.78M +$843K +4,218 +43%
MSE
853
MUFG Securities EMEA
United Kingdom
$2.77M -$7.94M -39,736 -74%
CA
854
CGN Advisors
Kansas
$2.76M +$150K +752 +6%
FG
855
Fiduciary Group
Georgia
$2.75M -$136K -683 -5%
WCM
856
Wunderlich Capital Managemnt
Tennessee
$2.73M +$53.7K +269 +2%
AG
857
AIA Group
Hong Kong
$2.72M +$1.01M +5,034 +59%
LIP
858
Lighthouse Investment Partners
Florida
$2.72M +$2.72M +13,622 New
WIM
859
Waverton Investment Management
United Kingdom
$2.72M -$4.11M -20,580 -60%
AAM
860
Advisors Asset Management
Colorado
$2.71M -$199K -995 -7%
DBT
861
Dubuque Bank & Trust
Iowa
$2.71M +$46.1K +231 +2%
PWP
862
Private Wealth Partners
California
$2.7M +$110K +550 +4%
STC
863
Sarah T. Connolly
$2.69M -$216K -1,079 -7%
GCM
864
Graham Capital Management
Connecticut
$2.69M -$1.38M -6,931 -34%
BAM
865
Belpointe Asset Management
Nevada
$2.68M -$239K -1,195 -8%
CGIM
866
Capital Group Investment Management
Singapore
$2.68M +$2.68M +13,413 New
HCM
867
Harvey Capital Management
Florida
$2.66M -$859K -4,300 -24%
First Manhattan
868
First Manhattan
New York
$2.65M +$2.09M +10,476 +374%
MJB
869
Mark J. Bradley
$2.65M +$352K +1,760 +15%
CF
870
Centaurus Financial
California
$2.64M -$108K -542 -4%
ACM
871
Aljian Capital Management
Nevada
$2.64M -$1.22M -6,125 -32%
CBB
872
Citizens Business Bank
California
$2.63M -$191K -957 -7%
Capstone Investment Advisors
873
Capstone Investment Advisors
New York
$2.62M -$1.21M -6,080 -32%
IBOK
874
Independence Bank of Kentucky
Kentucky
$2.62M -$178K -890 -6%
LS
875
Livforsakringsbolaget Skandia
Sweden
$2.61M – – –
33 34
35
36 37