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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 %
PBT
1001
Pictet Bank & Trust
Bahamas
$1.81M +$47.9K +240 +3%
GCM
1002
Geneva Capital Management
Wisconsin
$1.8M -$657K -3,288 -27%
BAM
1003
Beaumont Asset Management
Texas
$1.8M -$968K -4,847 -35%
PA
1004
Procyon Advisors
Connecticut
$1.8M +$71.9K +360 +4%
BSB
1005
Bangor Savings Bank
Maine
$1.78M +$41.2K +206 +2%
PWP
1006
Principle Wealth Partners
Connecticut
$1.78M -$7.99K -40 -0.4%
VCM
1007
Vetamer Capital Management
California
$1.77M +$1.77M +8,842 New
SBH
1008
Segall Bryant & Hamill
Illinois
$1.75M -$89.1K -446 -5%
GI
1009
GS Investments
Minnesota
$1.74M +$209K +1,047 +14%
WI
1010
WrapManager Inc
California
$1.74M +$428K +2,143 +33%
CS
1011
Comerica Securities
Michigan
$1.74M -$731K -3,658 -30%
PPC
1012
Park Place Capital
Alabama
$1.74M -$91.3K -457 -5%
LPT
1013
Legacy Private Trust
Wisconsin
$1.74M -$36.2K -181 -2%
OL
1014
Optas LLC
Texas
$1.72M -$37.4K -187 -2%
LMKC
1015
L.M. Kohn & Company
Ohio
$1.72M -$14.4K -72 -0.8%
TW
1016
TrinityPoint Wealth
Connecticut
$1.71M +$120K +603 +8%
WPW
1017
Waldron Private Wealth
Pennsylvania
$1.7M -$441K -2,205 -21%
HCCM
1018
Hudson Canyon Capital Management
New York
$1.7M +$15.2K +76 +0.9%
IAS
1019
Insigneo Advisory Services
Florida
$1.7M +$188K +945 +12%
RSWM
1020
Robertson Stephens Wealth Management
California
$1.69M +$393K +1,967 +30%
WGCA
1021
Wolf Group Capital Advisors
Virginia
$1.68M -$134K -671 -7%
BCM
1022
Bayesian Capital Management
New York
$1.68M +$1.68M +8,400 New
KF
1023
Krilogy Financial
Missouri
$1.67M +$679K +3,397 +69%
BIM
1024
Bridges Investment Management
Nebraska
$1.66M -$11.9M -59,709 -88%
FMI
1025
F/M Investments
District of Columbia
$1.66M +$1.66M +8,316 New
39 40
41
42 43