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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 %
SWA
1576
SOA Wealth Advisors
New York
$430K -$22K -110 -5%
WC
1577
Waterloo Capital
Texas
$430K +$430K +2,153 New
CIM
1578
CIM Investment Management
Pennsylvania
$429K -$543K -2,717 -56%
GAMC
1579
Garner Asset Management Corp
Texas
$428K +$20K +100 +5%
APW
1580
Austin Private Wealth
Texas
$427K +$52.5K +263 +14%
IGGA
1581
Iron Gate Global Advisors
Utah
$426K -$25.8K -129 -6%
TWM
1582
Tolleson Wealth Management
Texas
$425K -$99.8K -500 -19%
SWM
1583
Salvus Wealth Management
New Jersey
$423K +$59.7K +299 +16%
IF
1584
Intrua Financial
Texas
$421K -$77.1K -382 -15%
CIAS
1585
Capital Investment Advisory Services
North Carolina
$421K -$70.1K -351 -14%
VAFP
1586
Vahanian & Associates Financial Planning
New York
$421K +$421K +2,105 New
BBNA
1587
Bremer Bank National Association
Minnesota
$420K -$21K -105 -5%
CFO
1588
Collective Family Office
Pennsylvania
$420K -$4.6K -23 -1%
RI
1589
Redwood Investments
Massachusetts
$418K -$22.8K -114 -5%
JSW
1590
Journey Strategic Wealth
New Jersey
$418K +$103K +518 +33%
SOS
1591
Silver Oak Securities
Tennessee
$417K -$11.4K -57 -3%
GTAM
1592
Global Trust Asset Management
Florida
$416K +$86.1K +431 +26%
BFPW
1593
BOK Financial Private Wealth
Colorado
$416K – – –
VNA
1594
Valley National Advisers
Pennsylvania
$415K +$25.7K +132 +7%
HIIFS
1595
Harel Insurance Investments & Financial Services
Israel
$415K +$273K +1,380 +192%
PA
1596
Perennial Advisors
New York
$415K +$415K +2,076 New
RWP
1597
RWA Wealth Partners
Massachusetts
$414K -$178K -891 -30%
VT
1598
Vise Technologies
New York
$414K +$85.3K +427 +26%
SAM
1599
Strategy Asset Managers
California
$412K +$47.3K +237 +13%
SAM
1600
Synergy Asset Management
Washington
$412K -$25.2K -126 -6%
62 63
64
65 66