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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 %
PIA
1301
Perennial Investment Advisors
California
$850K +$268K +1,344 +46%
SSWG
1302
Seven Springs Wealth Group
Tennessee
$849K +$24K +120 +3%
LC
1303
Lavaca Capital
Texas
$840K – – –
AS
1304
AM Squared
Hong Kong
$839K -$499K -2,500 -37%
OWA
1305
Octavia Wealth Advisors
Ohio
$838K +$15.4K +77 +2%
CFG
1306
Cooper Financial Group
California
$836K +$153K +764 +22%
AWM
1307
Avitas Wealth Management
California
$835K +$170K +851 +26%
TYCC
1308
Texas Yale Capital Corp
Florida
$832K +$16K +80 +2%
HPC
1309
HM Payson & Co
Maine
$830K +$107K +534 +15%
HIP
1310
HUB Investment Partners
Texas
$830K +$830K +4,153 New
CWM
1311
Chemistry Wealth Management
New York
$827K +$177K +888 +27%
Tudor Investment Corp
1312
Tudor Investment Corp
Connecticut
$825K -$320K -1,603 -28%
FUBT
1313
First United Bank & Trust
Maryland
$824K -$43K -215 -5%
OIM
1314
Oder Investment Management
California
$823K +$35.2K +176 +4%
JE
1315
JMAC Enterprises
Pennsylvania
$821K +$11.8K +59 +1%
RA
1316
RFG Advisory
Alabama
$820K -$94.3K -472 -10%
CP
1317
Cumberland Partners
Ontario, Canada
$819K +$819K +4,100 New
RBC
1318
Romano Brothers & Co
Illinois
$815K -$34K -170 -4%
IDBONY
1319
Israel Discount Bank of New York
New York
$812K -$43.4K -217 -5%
SRC
1320
Sage Rhino Capital
California
$809K +$34.4K +172 +4%
HSA
1321
HBK Sorce Advisory
Pennsylvania
$805K -$832K -4,165 -51%
RBFC
1322
Roman Butler Fullerton & Co
Missouri
$805K +$510K +2,674 +173%
HFM
1323
Harvest Fund Management
China
$800K +$800K +4,007 New
BCM
1324
Brasada Capital Management
Texas
$799K +$799K +4,000 New
BDFN
1325
Bond & Devick Financial Network
Minnesota
$799K – – –
51 52
53
54 55