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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 %
EWA
1601
Encompass Wealth Advisors
Oregon
$409K -$7.59K -38 -2%
KIG
1602
Kennedy Investment Group
New Jersey
$409K -$78.9K -395 -16%
BFC
1603
Blue Fin Capital
Rhode Island
$407K -$5.19K -27 -1%
IIC
1604
Integrated Investment Consultants
Michigan
$406K -$3.4K -17 -0.8%
TC
1605
Truvestments Capital
Florida
$405K -$102K -513 -20%
SIA
1606
SkyView Investment Advisors
New Jersey
$404K +$4.39K +22 +1%
PWMG
1607
Provence Wealth Management Group
California
$401K +$401K +2,006 New
AIMC
1608
Alley Investment Management Company
Illinois
$400K – – –
SCA
1609
St. Clair Advisors
Ohio
$400K +$400K +2,000 New
KCPG
1610
Kavar Capital Partners Group
Kansas
$398K -$20K -100 -5%
PCM
1611
Prelude Capital Management
New York
$396K -$137K -686 -26%
B
1612
Barings
North Carolina
$396K -$500K -2,501 -56%
BFG
1613
Berger Financial Group
Minnesota
$393K +$393K +1,967 New
CWS
1614
Confluence Wealth Services
Pennsylvania
$393K +$393K +1,967 New
SA
1615
Syntax Advisors
New York
$392K -$130K -652 -25%
VCG
1616
Vantage Consulting Group
Virginia
$392K -$130K -652 -25%
KA
1617
Kerrisdale Advisers
Florida
$391K -$2.28M -11,425 -85%
CA
1618
Crewe Advisors
Utah
$387K -$28.4K -142 -7%
HCA
1619
Hyperion Capital Advisors
New York
$386K – – –
PHIC
1620
Pine Haven Investment Counsel
Massachusetts
$386K +$20K +100 +5%
BFA
1621
Beaumont Financial Advisors
Massachusetts
$384K +$28.4K +142 +8%
SFG
1622
Synergy Financial Group
California
$383K +$3.2K +16 +0.8%
DBRC
1623
D.B. Root & Company
Pennsylvania
$380K -$212K -1,063 -36%
CCM
1624
Chiron Capital Management
Florida
$380K -$59.9K -300 -14%
WAG
1625
Winthrop Advisory Group
Massachusetts
$379K -$74.9K -375 -17%
63 64
65
66 67