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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 %
Koshinski Asset Management
976
Koshinski Asset Management
Illinois
$1.94M +$10.8K +54 +0.6%
PFMU
977
Privium Fund Management (UK)
United Kingdom
$1.93M -$1.97M -10,000 -50%
QPW
978
Quantum Private Wealth
Florida
$1.93M -$21K -105 -1%
GWM
979
Geneos Wealth Management
Colorado
$1.93M -$557K -2,789 -22%
MGIA
980
Moneta Group Investment Advisors
Missouri
$1.93M +$654K +3,272 +51%
UBG
981
United Bank (Georgia)
Georgia
$1.9M -$167K -837 -8%
DFC
982
DB Fitzpatrick & Co
Idaho
$1.9M +$917K +4,588 +93%
CT
983
Clearstead Trust
Maine
$1.9M +$1.66M +8,324 +699%
AWS
984
AJ Wealth Strategies
New York
$1.89M -$383K -1,916 -17%
CA
985
Callahan Advisors
Texas
$1.89M -$999 -5 -0.1%
AMCA
986
Arthur M. Cohen & Associates
Illinois
$1.88M -$24K -120 -1%
BOSSRA
987
B.O.S.S. Retirement Advisors
Utah
$1.87M +$112K +560 +6%
AFG
988
Alterity Financial Group
Maine
$1.87M -$50.9K -255 -3%
IFWM
989
Institute for Wealth Management
Colorado
$1.87M -$8.19K -41 -0.4%
TSWM
990
Triangle Securities Wealth Management
North Carolina
$1.87M -$232K -1,159 -11%
AFC
991
AFT Forsyth & Company
Florida
$1.86M -$17K -85 -0.9%
WR
992
WD Rutherford
Oregon
$1.86M -$981K -4,910 -35%
BWM
993
Baystate Wealth Management
Massachusetts
$1.86M +$416K +2,081 +29%
AWM
994
Axxcess Wealth Management
California
$1.85M +$467K +2,338 +34%
RWM
995
Ritholtz Wealth Management
New York
$1.84M +$884K +4,425 +93%
ONSWM
996
Old North State Wealth Management
North Carolina
$1.83M -$119K -595 -6%
BB
997
Berkshire Bank
Massachusetts
$1.83M -$142K -710 -7%
OHWP
998
Oak Harbor Wealth Partners
North Carolina
$1.83M +$203K +1,018 +13%
BB
999
Bell Bank
North Dakota
$1.82M -$88.5K -443 -5%
PCS
1000
Personal CFO Solutions
New Jersey
$1.81M +$93.7K +469 +5%
38 39
40
41 42