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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
$2.95B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.09B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.33B
4
VH
ValueAct Holdings
California
$696M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$769M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.82B
2
Nomura Holdings
Nomura Holdings
Japan
$238M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
$187M
4
Barclays
Barclays
United Kingdom
$349M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$74.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
126
J.P. Morgan Private Wealth Advisors
California
$149M -$1.58M -7,923 -1%
WRCM
127
Whale Rock Capital Management
Massachusetts
$149M +$149M +743,794 New
Mitsubishi UFJ Trust & Banking
128
Mitsubishi UFJ Trust & Banking
Japan
$148M -$25.4M -127,311 -15%
Ensign Peak Advisors
129
Ensign Peak Advisors
Utah
$148M -$10M -50,165 -6%
CG
130
Carmignac Gestion
France
$148M +$144M +721,045 +4,086%
EIP
131
Epoch Investment Partners
New York
$147M +$28.9M +144,602 +24%
Russell Investments Group
132
Russell Investments Group
United Kingdom
$145M -$14.2M -71,316 -9%
Two Sigma Advisers
133
Two Sigma Advisers
New York
$145M -$22.3M -111,600 -13%
AQR Capital Management
134
AQR Capital Management
Connecticut
$144M +$12.6M +63,708 +10%
Robeco Institutional Asset Management
135
Robeco Institutional Asset Management
Netherlands
$143M -$11.8M -59,170 -8%
Canada Pension Plan Investment Board
136
Canada Pension Plan Investment Board
Ontario, Canada
$142M +$60.7M +304,015 +74%
DPCM
137
Darlington Partners Capital Management
California
$137M +$137M +688,253 New
Mackenzie Financial
138
Mackenzie Financial
Ontario, Canada
$135M +$2.98M +14,933 +2%
Janus Henderson Group
139
Janus Henderson Group
United Kingdom
$133M +$6.91M +34,585 +5%
Aberdeen Group
140
Aberdeen Group
United Kingdom
$132M +$9.06M +45,359 +7%
LPL Financial
141
LPL Financial
California
$132M +$6.92M +34,656 +6%
Westfield Capital Management
142
Westfield Capital Management
Massachusetts
$131M +$18.2M +91,018 +16%
Korea Investment Corp
143
Korea Investment Corp
South Korea
$131M -$564K -2,822 -0.4%
PAM
144
Panagora Asset Management
Massachusetts
$129M +$98.1M +490,920 +314%
State of Wisconsin Investment Board
145
State of Wisconsin Investment Board
Wisconsin
$126M +$4.21M +21,081 +3%
Select Equity Group
146
Select Equity Group
New York
$123M +$50.4M +252,369 +69%
PCM
147
Palestra Capital Management
New York
$123M +$123M +615,858 New
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$122M +$13.3M +225,565 +12%
FCM
149
Fernbridge Capital Management
California
$122M -$29.2M -145,981 -19%
Toronto Dominion Bank
150
Toronto Dominion Bank
Ontario, Canada
$121M -$25M -125,447 -17%
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