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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 %
WPC
926
Wedmont Private Capital
Pennsylvania
$2.29M +$253K +1,322 +12%
IIA
927
IPG Investment Advisors
California
$2.28M +$528K +2,644 +30%
MOS
928
MGO One Seven
Ohio
$2.27M +$672K +3,364 +42%
NFC
929
Northeast Financial Consultants
Connecticut
$2.26M -$679K -3,397 -23%
CPM
930
Connective Portfolio Management
New York
$2.25M +$2.25M +11,365 New
FB
931
Fulton Bank
Pennsylvania
$2.25M -$121K -604 -5%
KLWA
932
Kelly Lawrence W & Associates
California
$2.22M – – –
BMCM
933
Bryn Mawr Capital Management
Pennsylvania
$2.21M +$11.4K +57 +0.5%
WSCM
934
Wellington Shields Capital Management
New York
$2.21M +$626K +25,676 +40%
1WA
935
180 Wealth Advisors
Washington
$2.2M +$173K +867 +9%
QI
936
Qtron Investments
Massachusetts
$2.2M +$227K +1,138 +12%
HWM
937
HB Wealth Management
Georgia
$2.2M +$471K +2,360 +27%
VWA
938
V Wealth Advisors
Kansas
$2.2M +$340K +1,700 +18%
CCM
939
Canal Capital Management
Virginia
$2.17M +$338K +1,694 +19%
IP
940
Intellectus Partners
California
$2.16M -$76.5K -383 -3%
EFM
941
E Fund Management
China
$2.16M +$157K +785 +8%
DPIM
942
Duff & Phelps Investment Management
Illinois
$2.15M – – –
BO
943
Bank OZK
Arkansas
$2.15M -$123K -615 -5%
SS
944
Sunbelt Securities
Texas
$2.14M -$1.09M -5,525 -34%
QFA
945
Quattro Financial Advisors
Texas
$2.14M -$837K -4,190 -28%
MWM
946
Mission Wealth Management
California
$2.13M +$5.79K +29 +0.3%
CC
947
Courier Capital
New York
$2.13M -$32.2K -161 -1%
FWM
948
Finer Wealth Management
Massachusetts
$2.13M +$35.2K +176 +2%
RWA
949
Roberts Wealth Advisors
California
$2.12M -$1.07M -5,404 -33%
Two Sigma Investments
950
Two Sigma Investments
New York
$2.12M -$273M -1,364,268 -99%
36 37
38
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