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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 %
SWM
1626
Silverlake Wealth Management
Vermont
$378K -$9.59K -48 -2%
CC
1627
Copperleaf Capital
North Carolina
$378K -$20.6K -103 -5%
JWM
1628
Jeppson Wealth Management
California
$377K +$13.4K +67 +4%
MIP
1629
Mondrian Investment Partners
United Kingdom
$377K +$142K +711 +60%
CCT
1630
Chemung Canal Trust
New York
$377K -$94.9K -475 -20%
VAG
1631
VisionPoint Advisory Group
Texas
$376K -$38.7K -201 -9%
ACM
1632
Ategra Capital Management
Virginia
$376K – – –
CRI
1633
Colonial River Investments
Virginia
$375K -$8.79K -44 -2%
CIA
1634
Cape Investment Advisory
Georgia
$375K +$375K +1,876 New
NGA
1635
Naples Global Advisors
Florida
$374K -$7.19K -36 -2%
IA
1636
IFG Advisory
Georgia
$373K -$4.8K -24 -1%
KAM
1637
Karani Asset Management
New York
$373K -$373K -1,865 -50%
MC
1638
Machina Capital
France
$373K +$24.4K +122 +7%
PWS
1639
Peterson Wealth Services
Utah
$372K -$27.2K -136 -7%
SIM
1640
SSI Investment Management
California
$372K -$96.9K -485 -21%
PB
1641
Pinnacle Bancorp
Nebraska
$372K -$9.99K -50 -3%
AT
1642
Avalon Trust
New Mexico
$371K +$371K +1,856 New
KI
1643
Kula Investments
Illinois
$370K -$817K -4,090 -69%
SWRP
1644
Summit Wealth & Retirement Planning
California
$370K -$231K -1,157 -38%
EP
1645
Eudaimonia Partners
Tennessee
$368K -$14.8K -74 -4%
WFAG
1646
Worth Financial Advisory Group
North Carolina
$366K +$7.79K +39 +2%
WAM
1647
WNY Asset Management
New York
$366K -$9.99K -50 -3%
HT
1648
Headlands Technologies
Illinois
$366K +$366K +1,832 New
SIA
1649
Strategic Investment Advisors
Michigan
$365K +$56.3K +282 +18%
LWA
1650
Lineweaver Wealth Advisors
Ohio
$365K -$35.2K -176 -9%
64 65
66
67 68