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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 %
LAM
1551
L2 Asset Management
Massachusetts
$460K +$19.8K +99 +4%
JIP
1552
Jaffetilchin Investment Partners
Florida
$459K +$6.19K +31 +1%
GC
1553
Gilbert & Cook
Iowa
$459K +$459K +2,296 New
SC
1554
Saiph Capital
New Jersey
$455K +$34.8K +174 +8%
BOPW
1555
Brandywine Oak Private Wealth
Pennsylvania
$455K -$58.5K -293 -11%
HCM
1556
Hengehold Capital Management
Ohio
$455K -$9.99K -50 -2%
LWP
1557
Lumature Wealth Partners
Georgia
$454K -$105K -525 -19%
MIC
1558
Meridian Investment Counsel
California
$454K – – –
PCM
1559
Prana Capital Management
Connecticut
$452K +$452K +2,263 New
SWP
1560
Strategic Wealth Partners
Ohio
$452K -$145K -728 -24%
DJYG
1561
David J. Yvars Group
Florida
$452K – – –
MGIM
1562
M&G Investment Management
United Kingdom
$451K – – –
GWM
1563
Greenwich Wealth Management
Connecticut
$450K – – –
GSIAS
1564
Garden State Investment Advisory Services
New Jersey
$449K +$8.19K +41 +2%
SFO
1565
Stokes Family Office
Louisiana
$447K -$121K -606 -21%
WAS
1566
WESPAC Advisors SoCal
California
$446K -$27K -135 -6%
PWM
1567
Prentice Wealth Management
New York
$446K +$26.4K +132 +6%
CWM
1568
Centurion Wealth Management
Virginia
$446K +$122K +612 +38%
SAG
1569
Spotlight Asset Group
Illinois
$440K +$440K +2,748 New
RFN
1570
Redwood Financial Network
Ohio
$438K -$1.8K -9 -0.4%
SICM
1571
Sustainable Insight Capital Management
New York
$438K +$88.1K +441 +25%
SMA
1572
Sage Mountain Advisors
Georgia
$437K +$130K +652 +43%
ST
1573
Smithfield Trust
Pennsylvania
$435K -$188K -942 -30%
AIA
1574
Angeles Investment Advisors
California
$433K +$32K +160 +8%
JCIA
1575
Jackson Creek Investment Advisors
Colorado
$432K +$432K +2,161 New
61 62
63
64 65