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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 %
AFM
1476
Abbot Financial Management
Massachusetts
$553K – – –
PFBT
1477
Parkside Financial Bank & Trust
Missouri
$552K +$62.5K +313 +13%
CWA
1478
Consilium Wealth Advisory
Texas
$550K -$13.4K -67 -2%
HIF
1479
Hill Island Financial
Michigan
$549K – – –
SMFG
1480
Sumitomo Mitsui Financial Group
Japan
$549K +$197K +1,000 +56%
IWA
1481
Intercontinental Wealth Advisors
Texas
$548K +$548K +2,743 New
TFGT
1482
TS Financial Group (TSFG)
Illinois
$547K -$122K -608 -18%
GKWIM
1483
Gerber Kawasaki Wealth & Investment Management
California
$547K -$50.3K -252 -8%
OW
1484
Olistico Wealth
Oklahoma
$546K – – –
EW
1485
Evoke Wealth
California
$542K +$172K +14,817 +47%
LFG
1486
Larson Financial Group
Missouri
$540K -$18.6K -93 -3%
AA
1487
Alta Advisers
United Kingdom
$539K – – –
KC
1488
Knuff & Co
California
$537K -$493K -2,470 -48%
HTC
1489
Haverford Trust Company
Pennsylvania
$536K +$536K +2,683 New
DA
1490
Dover Advisors
Virginia
$534K +$19.4K +97 +4%
ATPW
1491
Ashton Thomas Private Wealth
Arizona
$534K -$17.4K -87 -3%
1IA
1492
1834 Investment Advisors
Wisconsin
$534K -$512K -2,562 -49%
TCM
1493
True Capital Management
California
$534K +$7.79K +39 +1%
RG
1494
Rathbones Group
United Kingdom
$530K -$25K -125 -4%
MTWM
1495
Masso Torrence Wealth Management
New Jersey
$525K -$92.1K -461 -15%
T
1496
TRUADVICE
Florida
$524K +$524K +2,644 New
AWM
1497
Angeles Wealth Management
California
$524K +$93.3K +467 +22%
ACM
1498
Allred Capital Management
Texas
$521K -$8.39K -42 -2%
DF
1499
Donoghue Forlines
Massachusetts
$519K -$55.3K -277 -10%
WCFA
1500
Walkner Condon Financial Advisors
Wisconsin
$519K +$10.2K +51 +2%
58 59
60
61 62