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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 %
BRG
1076
Bay Rivers Group
Virginia
$1.46M +$799 +4 +0.1%
CPIG
1077
Chicago Partners Investment Group
Illinois
$1.46M -$839K -4,306 -37%
SG
1078
Stonnington Group
California
$1.46M +$844K +4,350 +138%
PVH
1079
Psagot Value Holdings
Israel
$1.45M -$4.9M -25,126 -77%
NL
1080
NVWM LLC
Pennsylvania
$1.44M +$96.3K +482 +7%
TAM
1081
Trillium Asset Management
Massachusetts
$1.44M -$14.3M -72,195 -91%
SAM
1082
Shikiar Asset Management
New York
$1.44M +$1.44M +7,200 New
BA
1083
Bristlecone Advisors
Washington
$1.43M +$40.6K +203 +3%
BWAM
1084
Boyd Watterson Asset Management
Ohio
$1.43M +$3.2K +16 +0.2%
IAN
1085
Integrated Advisors Network
Texas
$1.42M +$180K +900 +14%
VFPI
1086
Vantage Financial Partners (Illinois)
Illinois
$1.42M +$40K +200 +3%
VHAM
1087
Van Hulzen Asset Management
California
$1.42M -$35K -175 -2%
NG
1088
Northstar Group
New York
$1.42M -$15K -75 -1%
PJSIMP
1089
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.42M -$142K -727 -9%
BPCA
1090
Bank Pictet & Cie (Asia)
Singapore
$1.41M +$552K +2,762 +64%
NCGI
1091
Next Century Growth Investors
Minnesota
$1.41M +$650K +3,253 +85%
TA
1092
Tiedemann Advisors
New York
$1.41M +$275K +1,375 +24%
NB
1093
Nicolet Bankshares
Wisconsin
$1.41M +$967 +7 +0.1%
SYBT
1094
Stock Yards Bank & Trust
Kentucky
$1.4M -$190K -952 -12%
AFO
1095
Arrowroot Family Office
California
$1.4M +$1.4M +7,019 New
LWM
1096
Laidlaw Wealth Management
New York
$1.4M -$126K -630 -8%
NIP
1097
Nicholas Investment Partners
California
$1.4M +$1.4M +6,986 New
BAAM
1098
Baker Avenue Asset Management
California
$1.39M +$1.24M +6,199 +800%
ADIM
1099
Alpha DNA Investment Management
Maryland
$1.39M +$1.39M +6,963 New
SWMG
1100
Signature Wealth Management Group
Georgia
$1.38M +$48.3K +242 +4%
42 43
44
45 46