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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 %
RCG
1326
Regatta Capital Group
California
$798K – – –
SSWM
1327
Strait & Sound Wealth Management
California
$794K -$4.6K -23 -0.6%
EI
1328
Ellevest Inc
New York
$793K +$238K +1,193 +43%
MSAM
1329
Moloney Securities Asset Management
Missouri
$792K -$321K -1,606 -29%
BFW
1330
Brady Family Wealth
Missouri
$789K – – –
CWM
1331
Congress Wealth Management
Massachusetts
$788K +$14.4K +72 +2%
MFG
1332
Midwest Financial Group
Kansas
$787K +$787K +3,939 New
NDSI
1333
Newman Dignan & Sheerar Inc
Rhode Island
$779K +$779K +3,900 New
AC
1334
Avestar Capital
New York
$778K +$21.4K +107 +3%
MFP
1335
Meridian Financial Partners
Virginia
$776K +$16.3K +82 +2%
LB
1336
Leo Brokerage
Texas
$775K +$775K +3,881 New
HNWAG
1337
High Net Worth Advisory Group
Florida
$773K -$337K -1,685 -30%
AAM
1338
Augustine Asset Management
Florida
$773K +$4.6K +23 +0.6%
EWM
1339
Empirical Wealth Management
Washington
$771K +$353K +1,766 +84%
CWM
1340
Calamos Wealth Management
Illinois
$770K -$783K -3,921 -50%
SIG
1341
Sky Investment Group
Connecticut
$769K -$179K -894 -19%
HAG
1342
HF Advisory Group
Maryland
$768K -$8.79K -44 -1%
PCM
1343
Pinnbrook Capital Management
New York
$768K +$768K +3,843 New
AC
1344
Avory & Company
Florida
$767K +$79.7K +399 +12%
GDP
1345
Great Diamond Partners
Maine
$763K +$212K +1,059 +38%
FFN
1346
Focus Financial Network
Minnesota
$762K -$15K -75 -2%
CBTWT
1347
Community Bank & Trust (Waco, Texas)
Texas
$762K -$10.6K -53 -1%
SP
1348
Symmetry Partners
Connecticut
$761K – – –
VBCG
1349
Valley Brook Capital Group
Pennsylvania
$759K +$20.8K +104 +3%
GEA
1350
Glen Eagle Advisors
New Jersey
$758K +$22K +110 +3%
52 53
54
55 56