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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 %
AWA
1176
Arete Wealth Advisors
Illinois
$1.15M +$124K +623 +12%
ACS
1177
Archford Capital Strategies
Illinois
$1.15M +$280K +1,433 +32%
CWAG
1178
Compton Wealth Advisory Group
Virginia
$1.14M +$338K +1,690 +42%
PWPS
1179
Pinnacle Wealth Planning Services
Ohio
$1.14M +$823K +4,118 +259%
FIM
1180
Freedom Investment Management
Connecticut
$1.14M -$265K -1,326 -19%
FMTC
1181
Farmers & Merchants Trust Company
California
$1.14M -$52.7K -264 -4%
SWM
1182
Segment Wealth Management
Texas
$1.14M +$5.59K +28 +0.5%
AWA
1183
Alta Wealth Advisors
Massachusetts
$1.14M – – –
RCAG
1184
Rehmann Capital Advisory Group
Michigan
$1.14M +$120K +603 +12%
DP
1185
Dearborn Partners
Illinois
$1.13M -$204K -1,019 -15%
EWA
1186
EverSource Wealth Advisors
Alabama
$1.13M +$272K +1,359 +31%
CCB
1187
Country Club Bank
Missouri
$1.13M +$45.6K +232 +4%
KCM
1188
KRS Capital Management
Michigan
$1.12M -$20K -100 -2%
HS
1189
HighVista Strategies
Massachusetts
$1.12M +$667K +3,340 +147%
CPIA
1190
Cornell Pochily Investment Advisors
New York
$1.12M +$28K +140 +3%
WA
1191
Wambolt & Associates
Colorado
$1.11M -$59 -48 -0%
OPW
1192
Oxler Private Wealth
New York
$1.11M -$2K -10 -0.2%
SJIM
1193
St. Johns Investment Management
Florida
$1.11M -$14K -70 -1%
TWM
1194
Thrive Wealth Management
Pennsylvania
$1.11M +$23.6K +118 +2%
DWM
1195
Dakota Wealth Management
Florida
$1.1M -$4.6K -23 -0.4%
CAM
1196
Congress Asset Management
Massachusetts
$1.1M -$48.3K -242 -4%
BOM
1197
Bank of Marin
California
$1.1M +$47.7K +239 +5%
FCM
1198
Fortis Capital Management
Washington
$1.09M +$240K +1,202 +28%
WAOI
1199
Wealth Advisors of Iowa
Iowa
$1.09M +$1.09M +5,446 New
DA
1200
Doliver Advisors
Texas
$1.09M -$239K -1,196 -18%
46 47
48
49 50