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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 %
WJWM
1226
Williams Jones Wealth Management
New York
$1.02M -$17.7M -88,579 -95%
IIM
1227
Intact Investment Management
Quebec, Canada
$1.02M +$202K +1,010 +25%
CI
1228
CX Institutional
Indiana
$1.02M +$594K +3,013 +140%
LFM
1229
Lumina Fund Management
New York
$1.02M – – –
TIMH
1230
Tilt Investment Management Holdings
New York
$1.02M +$129K +677 +15%
YL
1231
YCG LLC
Texas
$1.01M – – –
PFM
1232
Parsec Financial Management
North Carolina
$1.01M +$102K +509 +11%
CC
1233
Claybrook Capital
Massachusetts
$1.01M -$8.99K -45 -0.9%
LAI
1234
Legal Advantage Investments
California
$1.01M – – –
VIM
1235
VELA Investment Management
Ohio
$1.01M +$56.5K +283 +6%
SC
1236
Saturna Capital
Washington
$1.01M +$119K +595 +13%
GPA
1237
Guerra Pan Advisors
New Jersey
$1.01M -$55.9K -280 -5%
TWI
1238
Thomas White International
Illinois
$999K +$354K +1,773 +55%
F1I
1239
Fund 1 Investments
Puerto Rico
$999K -$999K -5,000 -50%
WWM
1240
Wolff Wiese Magana
California
$998K +$27.2K +136 +3%
EWA
1241
Etesian Wealth Advisors
Oregon
$996K – – –
MLL
1242
Moody Lynn & Lieberson
Massachusetts
$993K -$110K -550 -10%
RWA
1243
Rainsberger Wealth Advisors
Colorado
$991K -$12K -60 -1%
LC
1244
Lindbrook Capital
California
$990K +$255K +1,275 +35%
AA
1245
Argent Advisors
Louisiana
$989K +$10.8K +54 +1%
FCP
1246
Fidelis Capital Partners
Florida
$986K +$667K +3,376 +209%
C
1247
Certuity
Florida
$985K -$28.4K -142 -3%
PFWA
1248
Paces Ferry Wealth Advisors
Georgia
$984K +$193K +964 +24%
MHS
1249
M Holdings Securities
Oregon
$976K -$61.5K -308 -6%
DI
1250
Diligent Investors
California
$975K -$25K -125 -2%
48 49
50
51 52