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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 %
RTC
1351
Riverview Trust Company
Washington
$755K -$38.4K -192 -5%
FC
1352
Fulcrum Capital
Washington
$753K +$336K +1,680 +80%
CFGS
1353
Concourse Financial Group Securities
Alabama
$751K -$277K -1,387 -27%
CFMC
1354
Curbstone Financial Management Corp
New Hampshire
$750K – – –
RWA
1355
Ropes Wealth Advisors
Massachusetts
$742K +$5.39K +27 +0.7%
PI
1356
PFG Investments
New York
$741K +$741K +3,709 New
AI
1357
Atom Investors
Texas
$740K +$740K +3,706 New
TPA
1358
Trivium Point Advisory
Connecticut
$740K +$1.8K +9 +0.2%
CQS
1359
Credential Qtrade Securities
$737K -$181K -906 -20%
SGA
1360
Seaport Global Advisors
Massachusetts
$734K +$18K +90 +3%
ESCM
1361
Echo Street Capital Management
New York
$733K -$3.16M -15,840 -81%
CBT
1362
Central Bank & Trust
Kentucky
$733K +$17.4K +87 +2%
BWA
1363
Bordeaux Wealth Advisors
California
$733K +$32.8K +164 +5%
SVCP
1364
Silicon Valley Capital Partners
California
$732K +$209K +1,044 +40%
AT
1365
Arden Trust
Delaware
$730K +$57.2K +286 +8%
CA
1366
Claro Advisors
Massachusetts
$730K -$76.3K -382 -9%
SWM
1367
Seed Wealth Management
Illinois
$729K – – –
HH
1368
Hilltop Holdings
Texas
$729K -$24.4K -122 -3%
IIM
1369
Ipswich Investment Management
Massachusetts
$723K -$72.1K -361 -9%
AC
1370
Allstate Corporation
Illinois
$722K -$7.94M -39,730 -92%
KIA
1371
Kraematon Investment Advisors
Massachusetts
$719K -$40K -200 -5%
DA
1372
Duality Advisers
Florida
$719K -$3.06M -15,325 -81%
FFA
1373
First Foundation Advisors
California
$719K -$292K -1,461 -29%
FFA
1374
Farther Finance Advisors
California
$715K +$462K +2,311 +182%
FB
1375
First Bancorp
Maine
$713K -$599 -3 -0.1%
53 54
55
56 57