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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 %
LA
1501
Legacy Advisors
Pennsylvania
$519K +$72.5K +363 +16%
AF
1502
Advisornet Financial
Minnesota
$516K +$36.8K +184 +8%
ACI
1503
Alpha Cubed Investments
California
$513K -$116K -583 -19%
FWP
1504
FAS Wealth Partners
Kansas
$513K -$12.6K -63 -2%
PWP
1505
Perfromance Wealth Partners
Illinois
$510K +$510K +2,553 New
AWS
1506
Aspen Wealth Strategies
Colorado
$509K +$2K +10 +0.4%
CPRC
1507
Consolidated Portfolio Review Corp
New York
$508K +$508K +2,542 New
CC
1508
Commons Capital
Massachusetts
$505K -$22.6K -113 -4%
HL
1509
HeadInvest LLC
Maine
$505K -$486K -2,432 -49%
BBW
1510
Blue Barn Wealth
Utah
$505K +$505K +2,526 New
MA
1511
Montag & Associates
Georgia
$502K – – –
KFI
1512
Key Financial Inc
Pennsylvania
$501K – – –
NL
1513
NWAM LLC
Washington
$500K -$67.9K -340 -12%
IWA
1514
IVC Wealth Advisors
Pennsylvania
$498K -$1.8K -9 -0.4%
CIC
1515
Carnegie Investment Counsel
Ohio
$498K +$28.4K +142 +6%
PNC
1516
Park National Corp
Ohio
$497K +$999 +5 +0.2%
RIP
1517
RAM Investment Partners
Washington
$497K +$18.2K +91 +4%
BBI
1518
Baxter Bros Inc
Connecticut
$496K -$406K -2,034 -45%
SQA
1519
Simon Quick Advisors
New Jersey
$496K -$12K -60 -2%
SCG
1520
Sonata Capital Group
Washington
$496K – – –
ZIM
1521
Zacks Investment Management
Illinois
$491K +$153K +767 +45%
EFS
1522
Essex Financial Services
Connecticut
$485K +$44K +220 +10%
KA
1523
Kozak & Associates
Colorado
$485K +$250K +1,252 +107%
BWP
1524
BSW Wealth Partners
Colorado
$485K -$586K -2,934 -55%
PA
1525
Parkside Advisors
California
$484K – – –
59 60
61
62 63