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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 %
DWA
1051
Douglass Winthrop Advisors
New York
$1.55M -$6.36M -31,815 -80%
CCG
1052
Cypress Capital Group
Florida
$1.54M -$277K -1,389 -15%
VRS
1053
Virginia Retirement Systems
Virginia
$1.54M -$7.99M -39,999 -84%
KTC
1054
Kistler-Tiffany Companies
Pennsylvania
$1.53M +$14.8K +74 +1%
ARMT
1055
Amica Retiree Medical Trust
Rhode Island
$1.53M -$465K -2,330 -23%
NP
1056
Nilsine Partners
Colorado
$1.53M +$1.53M +7,647 New
YIA
1057
YHB Investment Advisors
Connecticut
$1.53M +$342K +1,710 +29%
FAIM
1058
Financial Advocates Investment Management
Washington
$1.52M -$46.2K -231 -3%
CRIG
1059
Charter Research & Investment Group
Connecticut
$1.52M -$4K -20 -0.3%
SAM
1060
Steinberg Asset Management
New York
$1.52M -$13.6K -68 -0.9%
SV
1061
Sturgeon Ventures
United Kingdom
$1.51M +$1.51M +7,550 New
RAG
1062
RIA Advisory Group
Iowa
$1.5M +$1.5M +7,481 New
DEA
1063
DoubleLine ETF Adviser
Florida
$1.5M +$247K +1,238 +20%
IM
1064
Islet Management
New York
$1.5M -$499K -2,500 -25%
SAM
1065
Stansberry Asset Management
Texas
$1.5M -$90.1K -451 -6%
IB
1066
Intrust Bank
Kansas
$1.49M +$223K +1,118 +18%
BFS
1067
Bard Financial Services
Connecticut
$1.49M +$89.9K +450 +6%
BCA
1068
Bay Colony Advisors
Massachusetts
$1.49M +$135K +688 +10%
EWM
1069
Elmwood Wealth Management
California
$1.48M -$170K -851 -10%
WA
1070
WP Advisors
California
$1.48M +$11.4K +57 +0.8%
MFG
1071
MidWestOne Financial Group
Iowa
$1.48M +$115K +578 +8%
CCM
1072
Chickasaw Capital Management
Tennessee
$1.48M – – –
PF
1073
Phoenix Financial
Israel
$1.47M -$50.3M -251,548 -97%
NF
1074
Nikulski Financial
Iowa
$1.47M +$141K +705 +11%
CFFP
1075
Center for Financial Planning
Michigan
$1.46M – – –
41 42
43
44 45