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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 %
ESB
1251
Essex Savings Bank
Connecticut
$974K +$43.6K +218 +5%
LB
1252
Legacy Bridge
Iowa
$969K – – –
PPW
1253
Parcion Private Wealth
Washington
$965K +$7.19K +36 +0.8%
SG
1254
StoneX Group
New York
$963K -$62.5K -313 -6%
TSW
1255
Thompson Siegel & Walmsley
Virginia
$959K +$957K +4,791 +53,233%
BCM
1256
Brown Capital Management
Maryland
$958K +$41.2K +206 +4%
RWB
1257
RMR Wealth Builders
New Jersey
$952K -$20.6K -103 -2%
MIM
1258
Moseley Investment Management
Florida
$946K +$15.4K +77 +2%
WIM
1259
Westside Investment Management
California
$945K -$7.99K -40 -0.8%
OWP
1260
Old Well Partners
North Carolina
$939K +$939K +4,700 New
NW
1261
Naviter Wealth
Arkansas
$937K -$160K -799 -15%
AG
1262
Ascent Group
Virginia
$937K +$112K +561 +14%
WIS
1263
Wright Investors Service
Connecticut
$934K +$934K +4,674 New
SSWM
1264
Smith Salley Wealth Management
North Carolina
$933K +$288K +1,442 +45%
GW
1265
GW & Wade
Massachusetts
$933K -$51.2K -256 -5%
9WM
1266
9258 Wealth Management
Ohio
$933K -$32.6K -163 -3%
ACM
1267
Ayrshire Capital Management
Connecticut
$932K -$4.4K -22 -0.5%
KLCM
1268
KG&L Capital Management
Louisiana
$926K -$151K -758 -14%
BWM
1269
BerganKDV Wealth Management
Minnesota
$910K +$168K +841 +23%
MFS
1270
Mirabella Financial Services
United Kingdom
$910K -$2.82M -14,125 -76%
BLC
1271
Brown, Lisle/Cummings
Rhode Island
$910K +$5.99K +30 +0.7%
TFP
1272
Tilia Fiduciary Partners
North Carolina
$910K -$242K -1,211 -21%
AFS
1273
Aft Forsyth & Sober
Florida
$909K -$30K -150 -3%
WPWM
1274
Western Pacific Wealth Management
Illinois
$908K +$10.6K +53 +1%
NFG
1275
Nations Financial Group
Iowa
$907K -$973K -4,870 -52%
49 50
51
52 53