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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 %
HVM
1201
Harvest Volatility Management
Connecticut
$1.08M -$70.6K -359 -6%
LCM
1202
Landscape Capital Management
New Jersey
$1.07M -$15.8K -79 -1%
GCM
1203
Greenland Capital Management
New York
$1.07M -$297K -1,488 -22%
BL
1204
Balentine LLC
Georgia
$1.07M +$488K +2,443 +84%
PMA
1205
Prudent Man Advisors
Illinois
$1.07M +$11.2K +56 +1%
BI
1206
Ballast Inc
Kentucky
$1.07M +$75.7K +379 +8%
APP
1207
Avantax Planning Partners
Iowa
$1.07M -$324K -1,623 -23%
IAIM
1208
International Assets Investment Management
Florida
$1.07M -$659K -3,299 -38%
SAM
1209
Secure Asset Management
Michigan
$1.07M -$341K -1,706 -24%
OCM
1210
Orion Capital Management
California
$1.07M -$40K -200 -4%
GI
1211
GAMCO Investors
Connecticut
$1.06M -$135K -676 -11%
JGCM
1212
Joseph Group Capital Management
Ohio
$1.06M +$1.06M +5,303 New
SB
1213
Strategic Blueprint
Georgia
$1.06M +$6.79K +34 +0.6%
EWA
1214
Exencial Wealth Advisors
Oklahoma
$1.06M -$262K -1,311 -20%
FMLI
1215
Fukoku Mutual Life Insurance
Japan
$1.06M – – –
CHAM
1216
Clear Harbor Asset Management
Connecticut
$1.05M -$1.48M -7,414 -58%
AWA
1217
Aaron Wealth Advisors
Illinois
$1.05M +$143K +718 +16%
HCM
1218
Highlander Capital Management
New Jersey
$1.05M +$32K +160 +3%
PA
1219
PSI Advisors
Florida
$1.05M +$30K +150 +3%
FAG
1220
Fortitude Advisory Group
Washington
$1.04M -$44.4K -222 -4%
SCP
1221
Shorepoint Capital Partners
Massachusetts
$1.04M -$4.2K -21 -0.4%
CFA
1222
Compass Financial Advisors
Indiana
$1.04M -$59.9K -300 -5%
CT
1223
Chicago Trust
Illinois
$1.03M +$118K +591 +13%
RMAM
1224
Raab & Moskowitz Asset Management
New Jersey
$1.03M -$46.9K -235 -4%
AMC
1225
Asset Management Corp
Illinois
$1.02M -$125K -625 -11%
47 48
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