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 %
MYAM
901
Meiji Yasuda Asset Management
Japan
$2.46M -$155K -776 -6%
EBT
902
Enterprise Bank & Trust
Massachusetts
$2.46M +$44.2K +221 +2%
LOAMS
903
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.45M +$347K +1,738 +17%
AIP
904
Ameritas Investment Partners
Nebraska
$2.44M – – –
GCM
905
Glynn Capital Management
California
$2.44M – – –
FMAEN1
906
Fund Management at Engine No 1
California
$2.42M +$224K +1,120 +10%
CCM
907
Coldstream Capital Management
Washington
$2.42M +$538K +2,693 +29%
WP
908
WealthShield Partners
North Carolina
$2.4M -$216K -1,081 -8%
GBT
909
Grove Bank & Trust
Florida
$2.4M -$20.2K -101 -0.8%
E
910
Ergoteles
New York
$2.4M -$8.82M -44,125 -79%
TSS
911
Two Sigma Securities
New York
$2.4M +$1.36M +6,813 +131%
RG
912
Richelieu Gestion
France
$2.39M +$2.39M +11,945 New
AAB
913
ABN AMRO Bank
Netherlands
$2.39M +$2.39M +11,923 New
SFS
914
Sowell Financial Services
Arkansas
$2.36M -$1.06M -5,285 -31%
CI
915
Cigna Investments
Connecticut
$2.36M -$43.7K -219 -2%
MA
916
Modus Advisors
Minnesota
$2.35M -$62.7K -314 -3%
CAIMH
917
Central Asset Investments & Management Holdings
Hong Kong
$2.33M +$2.33M +11,645 New
TAM
918
Trust Asset Management
Texas
$2.31M +$52.5K +263 +2%
HFRG
919
Houlihan Financial Resource Group
Virginia
$2.31M +$38.9K +195 +2%
MAS
920
Meeder Advisory Services
Ohio
$2.31M +$481K +2,408 +26%
AWM
921
Apollon Wealth Management
South Carolina
$2.31M -$163K -818 -7%
EH
922
Equitable Holdings
New York
$2.3M -$44.2K -221 -2%
CWMU
923
Caliber Wealth Management (Utah)
Utah
$2.3M +$403K +2,018 +21%
CNC
924
Citizens & Northern Corp
Pennsylvania
$2.3M -$5.79K -29 -0.3%
BP
925
Ballentine Partners
Massachusetts
$2.3M +$692K +3,464 +43%
35 36
37
38 39