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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 %
NWMG
1676
National Wealth Management Group
Ohio
$339K +$339K +1,681 New
AFP
1677
Ausdal Financial Partners
Iowa
$339K -$93.3K -467 -22%
CWM
1678
Cedar Wealth Management
California
$338K +$43.4K +217 +15%
MA
1679
MONECO Advisors
Connecticut
$336K +$20.4K +102 +6%
PW
1680
Peninsula Wealth
California
$334K -$23.8K -119 -7%
T
1681
TCWP
Ohio
$334K -$176K -879 -34%
AWAP
1682
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$334K -$17.6K -88 -5%
PSP
1683
Pacific Sage Partners
Washington
$334K +$4.4K +22 +1%
JFGIW
1684
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$332K +$236K +1,181 +246%
AF
1685
Apexium Financial
Texas
$331K – – –
NJBEST
1686
New Jersey Better Educational Savings Trust
New Jersey
$331K – – –
MWM
1687
Modera Wealth Management
New Jersey
$330K -$21K -105 -6%
WP
1688
WMS Partners
Maryland
$330K -$14K -70 -4%
CAG
1689
Csenge Advisory Group
Florida
$329K +$329K +1,647 New
PAG
1690
Private Advisory Group
Washington
$328K +$328K +1,643 New
FFL
1691
Future Fund LLC
Illinois
$328K -$54.3K -272 -14%
AP
1692
Americana Partners
Texas
$326K +$326K +1,630 New
IA
1693
IFP Advisors
Florida
$325K -$554K -8,253 -63%
CPWA
1694
Cerro Pacific Wealth Advisors
California
$324K -$15K -75 -4%
SIC
1695
Salem Investment Counselors
North Carolina
$324K -$2.92M -14,633 -90%
CPA
1696
Capital Performance Advisors
California
$324K +$4.6K +23 +1%
BCM
1697
Barden Capital Management
Texas
$324K -$498K -2,493 -61%
WRM
1698
Weybosset Research & Management
Rhode Island
$323K +$8K +40 +3%
BC
1699
Brio Consultants
California
$323K +$323K +1,616 New
NHC
1700
Nicholas Hoffman & Company
Georgia
$322K +$322K +1,611 New
66 67
68
69 70