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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
$2.95B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.09B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.33B
4
VH
ValueAct Holdings
California
$696M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$769M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.82B
2
Nomura Holdings
Nomura Holdings
Japan
$238M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
$187M
4
Barclays
Barclays
United Kingdom
$349M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$74.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
151
Alua Capital Management
New York
$120M +$38.6M +193,000 +47%
TD Asset Management
152
TD Asset Management
Ontario, Canada
$120M -$404K -2,023 -0.3%
State of New Jersey Common Pension Fund D
153
State of New Jersey Common Pension Fund D
New Jersey
$118M +$216K +1,079 +0.2%
Empower Advisory Group
154
Empower Advisory Group
Colorado
$117M +$117M +595,538 New
Chevy Chase Trust
155
Chevy Chase Trust
Maryland
$117M +$1.2M +5,994 +1%
NHAS
156
Novo Holdings A/S
Denmark
$116M – – –
KCM
157
Kensico Capital Management
Connecticut
$115M +$115M +574,000 New
SEP
158
Soma Equity Partners
California
$114M +$14M +70,000 +14%
ZIG
159
Zurich Insurance Group
Switzerland
$114M +$17M +84,993 +18%
Capital International Investors
160
Capital International Investors
California
$114M +$114M +568,816 New
O
161
Ossiam
France
$112M +$2.65M +13,257 +2%
Ohio Public Employees Retirement System (OPERS)
162
Ohio Public Employees Retirement System (OPERS)
Ohio
$112M -$3.4M -16,994 -3%
DCP
163
D1 Capital Partners
New York
$111M +$111M +557,412 New
DCM
164
Dorsal Capital Management
California
$110M +$110M +550,000 New
LWCFA
165
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$109M -$4.17M -20,855 -4%
SHCM
166
Sachem Head Capital Management
New York
$107M +$107M +537,100 New
Caisse de Depot et Placement du Quebec (CDPQ)
167
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$106M +$47.5M +237,610 +81%
Holocene Advisors
168
Holocene Advisors
New York
$106M +$106M +528,811 New
Kovitz Investment Group Partners
169
Kovitz Investment Group Partners
Illinois
$104M -$2.38M -11,925 -2%
AAIS
170
ABN AMRO Investment Solutions
$104M +$104M +519,682 New
NCM
171
Nellore Capital Management
California
$100M -$25M -125,000 -20%
NMO
172
Newlands Management Operations
Texas
$100M – – –
MNG
173
Manning & Napier Group
New York
$99.8M -$66.1M -330,904 -40%
Corient Private Wealth
174
Corient Private Wealth
Florida
$99.4M +$15.3M +76,680 +18%
M1FG
175
Mach-1 Financial Group
Arkansas
$99.1M +$99.1M +496 New
5 6
7
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