CRM icon

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 %
FHA
876
Flagship Harbor Advisors
Massachusetts
$2.6M -$391K -1,955 -13%
VCM
877
Verde Capital Management
Michigan
$2.6M +$13.6K +68 +0.5%
MIC
878
Maxi Investments CY
Cyprus
$2.59M – – –
VIA
879
Vident Investment Advisory
Georgia
$2.58M -$139K -695 -5%
HIP
880
Harrell Investment Partners
Texas
$2.58M +$167K +853 +7%
CHP
881
Cable Hill Partners
Oregon
$2.58M +$32.8K +164 +1%
WAS
882
Winch Advisory Services
Wisconsin
$2.58M -$33.2K -166 -1%
TCOT
883
Trust Company of Toledo
Ohio
$2.57M +$15.4K +77 +0.6%
DT
884
Diversified Trust
Tennessee
$2.57M -$13.4K -67 -0.5%
AL
885
Aspiriant LLC
California
$2.57M -$106K -533 -4%
HZ
886
Hixon Zuercher
Ohio
$2.56M -$493K -2,466 -16%
CI
887
CAZ Investments
Texas
$2.56M -$599K -3,000 -19%
B
888
Bailard
California
$2.55M -$39K -195 -2%
OIA
889
OneDigital Investment Advisors
Kansas
$2.55M +$75.7K +379 +3%
CWP
890
Capital Wealth Planning
Florida
$2.55M -$798K -3,993 -24%
CF
891
Copperwynd Financial
Arizona
$2.54M +$2.06M +10,322 +427%
CAL
892
Capital Analysts LLC
Pennsylvania
$2.54M -$163K -815 -6%
ADL
893
Asset Dedication LLC
California
$2.53M +$698K +3,473 +38%
JWCA
894
J.W. Cole Advisors
Florida
$2.52M -$207K -1,038 -8%
NLGIA
895
Nippon Life Global Investors Americas
New York
$2.52M – – –
COI
896
Connable Office Inc
Michigan
$2.52M -$8.39K -42 -0.3%
WA
897
Wealth Alliance
New York
$2.5M +$879K +4,400 +54%
RDWM
898
Red Door Wealth Management
Tennessee
$2.48M +$39K +195 +2%
EWM
899
Executive Wealth Management
Michigan
$2.47M -$65.1K -326 -3%
WI
900
Wahed Invest
New York
$2.46M -$31.4K -157 -1%
34 35
36
37 38