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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 %
MFG
951
Merit Financial Group
Georgia
$2.12M +$157K +785 +8%
JHCP
952
Jackson Hole Capital Partners
Oklahoma
$2.11M -$5.72K -29 -0.3%
LSAG
953
Lake Street Advisors Group
New Hampshire
$2.11M +$2.11M +10,568 New
SC
954
Savant Capital
Illinois
$2.11M +$224K +1,119 +12%
PH
955
Pinnacle Holdings
Oklahoma
$2.11M +$7.59K +38 +0.4%
BCM
956
Boltwood Capital Management
California
$2.1M -$8.99K -45 -0.4%
HW
957
Hancock Whitney
Mississippi
$2.09M -$11.2K -56 -0.5%
ISL
958
Ingalls & Snyder LLC
New York
$2.07M -$34.8K -174 -2%
GGI
959
GPM Growth Investors
Michigan
$2.07M -$30.4K -152 -1%
EAM
960
Eagle Asset Management
Florida
$2.06M +$410K +2,055 +25%
HG
961
Herbst Group
Connecticut
$2.06M -$120K -600 -6%
AFAS
962
Acorn Financial Advisory Services
Virginia
$2.06M +$47.5K +238 +2%
WF
963
Welch & Forbes
Massachusetts
$2.04M -$59.5K -298 -3%
SWM
964
SeaCrest Wealth Management
New York
$2.03M -$53.1K -266 -3%
TPCW
965
TD Private Client Wealth
New York
$2.01M +$177K +885 +10%
PIMJS
966
PKO Investment Management Joint-Stock
Poland
$2M -$5.99M -30,000 -75%
TCPG
967
Trivant Custom Portfolio Group
California
$1.99M +$1.99M +9,983 New
CWP
968
Cyndeo Wealth Partners
Florida
$1.99M +$1.17M +5,853 +143%
CIA
969
Cohen Investment Advisors
New Hampshire
$1.99M -$2K -10 -0.1%
GWMIA
970
Global Wealth Management Investment Advisory
Florida
$1.95M -$125K -628 -6%
SWM
971
Sculati Wealth Management
Michigan
$1.95M +$116K +583 +6%
MA
972
Mutual Advisors
Nebraska
$1.95M +$7.99K +40 +0.4%
TIA
973
Tiemann Investment Advisors
California
$1.95M +$27K +135 +1%
CA
974
Clearstead Advisors
Ohio
$1.95M -$136K -682 -7%
GGHC
975
Gilder Gagnon Howe & Co
New York
$1.94M -$213K -1,064 -10%
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