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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 %
DWM
1426
Drive Wealth Management
Utah
$620K +$197K +985 +46%
IC
1427
Inscription Capital
Texas
$618K +$228K +1,142 +58%
CP
1428
Covenant Partners
Tennessee
$616K +$616K +3,085 New
MCA
1429
Magnolia Capital Advisors
Mississippi
$616K +$48.7K +244 +9%
CP
1430
Castleview Partners
Texas
$615K -$26.8K -134 -4%
FPCP
1431
Fort Point Capital Partners
California
$615K -$52.1K -261 -8%
AP
1432
Adero Partners
California
$613K +$69.1K +346 +13%
MSWM
1433
McGlone Suttner Wealth Management
Wisconsin
$613K +$3.6K +18 +0.6%
PWMAG
1434
Pinnacle Wealth Management Advisory Group
New Jersey
$613K +$613K +3,066 New
WEG
1435
World Equity Group
Illinois
$611K +$457K +17,734 +299%
BWM
1436
Baron Wealth Management
Michigan
$609K -$200 -1 -0%
VWM
1437
Venturi Wealth Management
Texas
$605K +$41.6K +208 +7%
NRC
1438
New Republic Capital
North Carolina
$604K +$81.5K +408 +16%
MCC
1439
Malaga Cove Capital
California
$602K +$1.2K +6 +0.2%
RC
1440
Rovin Capital
Arizona
$602K +$4.19K +21 +0.7%
FMWA
1441
Forvis Mazars Wealth Advisors
Missouri
$601K -$3K -15 -0.5%
UM
1442
Ulysses Management
New York
$599K +$599K +3,000 New
KJHP
1443
K.J. Harrison & Partners
Ontario, Canada
$599K +$599K +3,000 New
CFP
1444
Catalyst Financial Partners
Massachusetts
$598K +$105K +527 +21%
KFA
1445
Kapstone Financial Advisors
Ohio
$596K – – –
FNBT
1446
FineMark National Bank & Trust
Florida
$594K -$136K -681 -19%
EFG
1447
Everhart Financial Group
Ohio
$593K +$593K +2,967 New
FFS
1448
Founders Financial Securities
Maryland
$592K +$24.4K +122 +4%
SC
1449
Sonen Capital
California
$588K -$243K -1,216 -29%
AFT
1450
Alpha Family Trust
California
$586K – – –
56 57
58
59 60