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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 %
TF
1126
TLWM Financial
Texas
$1.3M +$150K +753 +13%
ETC
1127
Exchange Traded Concepts
Oklahoma
$1.29M -$339K -1,698 -21%
OAM
1128
Occidental Asset Management
California
$1.29M +$171K +856 +15%
GRP
1129
Global Retirement Partners
California
$1.28M +$287K +1,491 +29%
BA
1130
Bridgewater Associates
Connecticut
$1.28M +$1.28M +6,419 New
KTM
1131
Keeler Thomas Management
Utah
$1.28M -$292K -1,461 -19%
AF
1132
Aldebaran Financial
$1.28M -$423K -2,117 -25%
LJAC
1133
L.J. Altfest & Co
New York
$1.28M +$38.2K +191 +3%
JCM
1134
Jacobi Capital Management
Pennsylvania
$1.27M -$91.7K -459 -7%
TPWA
1135
TRUE Private Wealth Advisors
Oregon
$1.27M +$3.8K +19 +0.3%
GWSG
1136
GPS Wealth Strategies Group
Colorado
$1.27M +$1.27M +6,374 New
DCM
1137
Donaldson Capital Management
Indiana
$1.27M -$40.6K -203 -3%
PVI
1138
Pine Valley Investments
New Jersey
$1.27M +$1.27M +6,502 New
WANY
1139
Wealthspire Advisors (New York)
New York
$1.27M -$354K -1,774 -22%
1W
1140
1776 Wealth
Georgia
$1.27M +$151K +755 +14%
RPC
1141
Rossmore Private Capital
Connecticut
$1.25M -$22.6K -113 -2%
ACP
1142
Aviance Capital Partners
Florida
$1.25M +$1.25M +6,268 New
EAM
1143
EFG Asset Management
Oregon
$1.25M +$568K +2,844 +83%
FPF
1144
First Pacific Financial
Washington
$1.25M -$39.8K -199 -3%
WAG
1145
Wallace Advisory Group
California
$1.25M +$321K +1,609 +35%
CFCI
1146
Comprehensive Financial Consultants Institutional
Indiana
$1.24M +$79.7K +399 +7%
LS
1147
Leelyn Smith
Illinois
$1.24M +$80.9K +405 +7%
VSQM
1148
V-Square Quantitative Management
Illinois
$1.24M +$1.24M +6,197 New
AB
1149
Atlas Brown
Kentucky
$1.24M +$54.5K +273 +5%
AAS
1150
Ameritas Advisory Services
Nebraska
$1.24M -$61K -311 -5%
44 45
46
47 48