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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 %
Financial Engines Advisors
1026
Financial Engines Advisors
California
$1.65M -$192K -963 -10%
NL
1027
Navalign LLC
California
$1.65M +$377K +1,888 +30%
CCG
1028
Coastwise Capital Group
California
$1.65M -$42.2K -211 -2%
GL
1029
Graypoint LLC
New York
$1.65M +$445K +2,225 +37%
ECG
1030
Edge Capital Group
Georgia
$1.64M -$63.9K -320 -4%
V
1031
VeraBank
Texas
$1.63M -$181K -906 -10%
USCWA
1032
U.S. Capital Wealth Advisors
Texas
$1.63M +$180K +902 +12%
SVWAG
1033
Sound View Wealth Advisors Group
Georgia
$1.62M +$48.1K +241 +3%
FMB
1034
Field & Main Bank
Kentucky
$1.62M +$45.1K +226 +3%
IAS
1035
IMA Advisory Services
Colorado
$1.62M -$2.8K -14 -0.2%
CW
1036
CreativeOne Wealth
Kansas
$1.61M +$286K +1,434 +22%
PCIG
1037
Partners Capital Investment Group
Massachusetts
$1.61M -$103K -517 -6%
FFM
1038
Forum Financial Management
Illinois
$1.6M +$280K +1,404 +21%
SACTSONJ
1039
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.6M – – –
GAM
1040
Grandview Asset Management
Pennsylvania
$1.6M -$194K -972 -11%
IWM
1041
IHT Wealth Management
Illinois
$1.59M +$78.1K +391 +5%
PTC
1042
Private Trust Company
Ohio
$1.59M +$218K +1,092 +16%
GITFIT
1043
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.59M -$244K -1,222 -13%
KFS
1044
Kaizen Financial Strategies
California
$1.58M -$68.3K -342 -4%
JDR
1045
Jay D. Rosenbaum
$1.58M +$132K +661 +9%
SFP
1046
Shepherd Financial Partners
Massachusetts
$1.58M +$375K +1,875 +31%
KA
1047
Kovack Advisors
Florida
$1.57M -$209K -1,045 -12%
AF
1048
Allworth Financial
California
$1.57M +$446K +2,233 +40%
HI
1049
Harbour Investments
Wisconsin
$1.57M +$80.1K +401 +5%
IAIM
1050
Industrial Alliance Investment Management
Quebec, Canada
$1.55M -$6.54M -32,760 -81%
40 41
42
43 44