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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 %
SIC
1451
Sterling Investment Counsel
New York
$585K -$26.8K -134 -4%
GFP
1452
Gryphon Financial Partners
Ohio
$585K +$64.5K +323 +12%
BCM
1453
Bienville Capital Management
New York
$584K – – –
TP
1454
Tranquility Partners
Tennessee
$584K – – –
GA
1455
GraniteShares Advisors
New York
$583K -$69.5K -348 -11%
AP
1456
Appleton Partners
Massachusetts
$583K -$27.8K -139 -5%
PWP
1457
Pursue Wealth Partners
California
$581K -$400K -2,000 -41%
FCA
1458
FLC Capital Advisors
California
$579K – – –
NWA
1459
New World Advisors
Massachusetts
$577K -$69.1K -346 -11%
AC
1460
AlphaCore Capital
California
$575K +$101K +506 +21%
CI
1461
Cavalier Investments
Georgia
$574K -$943K -4,722 -62%
RIA
1462
Regal Investment Advisors
Michigan
$574K +$15.6K +78 +3%
JCM
1463
Janney Capital Management
Pennsylvania
$569K +$4.79K +24 +0.8%
TA
1464
TFG Advisers
Michigan
$568K +$16.6K +83 +3%
SCI
1465
S&CO Inc
Massachusetts
$563K – – –
ECG
1466
EPIQ Capital Group
California
$562K -$610K -3,053 -52%
CC
1467
Corton Capital
Ontario, Canada
$562K +$222K +1,109 +65%
KIC
1468
Kensington Investment Counsel
California
$561K -$37.8K -189 -6%
VFG
1469
V2 Financial group
Illinois
$558K +$400 +2 +0.1%
BOH
1470
Bank of Hawaii
Hawaii
$558K +$80.9K +405 +17%
CPW
1471
Catalyst Private Wealth
California
$556K -$29.8K -149 -5%
BPFA
1472
Barnes Pettey Financial Advisors
Mississippi
$556K -$10.6K -53 -2%
LHC
1473
Little House Capital
Massachusetts
$555K +$555K +2,776 New
CAM
1474
Carret Asset Management
New York
$554K -$12.8K -64 -2%
MS
1475
Mizuho Securities
Japan
$553K +$352K +1,760 +174%
57 58
59
60 61