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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 %
IHL
1376
Investment House LLC
California
$710K -$473K -2,370 -40%
LCM
1377
LCM Capital Management
Illinois
$706K +$29.6K +148 +4%
NAG
1378
Northstar Advisory Group
New Jersey
$703K +$703K +3,518 New
LFA
1379
Legacy Financial Advisors
Kentucky
$701K +$245K +1,228 +54%
MFS
1380
Monetta Financial Services
Illinois
$699K +$699K +3,500 New
GT
1381
Glenview Trust
Kentucky
$692K +$33.4K +167 +5%
PTP
1382
Platform Technology Partners
New York
$689K +$33.4K +167 +5%
CIG
1383
Cascade Investment Group
Colorado
$684K – – –
MAM
1384
Morse Asset Management
Connecticut
$683K -$268K -1,340 -28%
EMG
1385
ETF Managers Group
New Jersey
$679K +$9.99K +50 +1%
HIM
1386
Hillsdale Investment Management
Ontario, Canada
$678K +$45K +225 +7%
DC
1387
Davenport & Co
Virginia
$675K -$22.6K -113 -3%
PSP
1388
Principal Street Partners
Tennessee
$673K +$673K +3,368 New
BC
1389
Bowman & Company
Wisconsin
$672K +$188K +939 +39%
PP
1390
PDS Planning
Ohio
$671K +$321K +1,606 +92%
V
1391
ViaWealth
Kansas
$667K – – –
CAS
1392
Coppell Advisory Solutions
Texas
$665K +$630K +3,202 +1,779%
CASC
1393
Coppell Advisory Solutions Corp
Texas
$665K +$630K +3,202 +1,779%
NAS
1394
Nicolet Advisory Services
Wisconsin
$665K +$66K +343 +11%
AWE
1395
Avidian Wealth Enterprises
Texas
$664K -$91.5K -458 -12%
ACH
1396
ArrowMark Colorado Holdings
Colorado
$663K – – –
WPW
1397
Watershed Private Wealth
Illinois
$662K +$200 +1 +0%
BSW
1398
Buckingham Strategic Wealth
Missouri
$660K – – –
VWA
1399
Visionary Wealth Advisors
Illinois
$659K +$60.1K +301 +10%
SCA
1400
STALEY CAPITAL ADVISERS
Pennsylvania
$657K +$67.4K +337 +11%
54 55
56
57 58