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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 %
RIS
1726
Retirement Income Solutions
Michigan
$302K +$302K +1,510 New
MCM
1727
Mengis Capital Management
Oregon
$302K – – –
SCM
1728
Sitrin Capital Management
California
$300K -$3.2K -16 -1%
WF
1729
Wayfinding Financial
Washington
$300K -$27.7K -139 -8%
SWP
1730
Semus Wealth Partners
Florida
$300K -$20.4K -102 -6%
AAP
1731
Aristotle Atlantic Partners
Florida
$300K +$300K +1,500 New
SMC
1732
Smith, Moore & Co
Missouri
$299K +$299K +1,499 New
LWM
1733
Liberty Wealth Management
California
$299K +$299K +1,523 New
CWA
1734
Clarity Wealth Advisors
California
$297K +$297K +1,488 New
CA
1735
Continuum Advisory
Idaho
$296K +$296K +1,482 New
NPA
1736
Nichols & Pratt Advisers
Massachusetts
$296K +$296K +1,480 New
MSA
1737
Marino Stram & Associates
Massachusetts
$294K -$7.59K -38 -3%
PAG
1738
Paladin Advisory Group
Iowa
$294K +$294K +1,474 New
LDB
1739
Lee, Danner & Bass
Tennessee
$294K +$294K +1,471 New
MSFS
1740
Main Street Financial Solutions
Pennsylvania
$293K +$293K +1,466 New
WA
1741
Waddell & Associates
Tennessee
$292K +$292K +1,462 New
LSPW
1742
Lake Street Private Wealth
Illinois
$292K -$17.4K -87 -6%
TWA
1743
TCI Wealth Advisors
Arizona
$292K -$13K -65 -4%
WA
1744
Waverly Advisors
Alabama
$292K -$49.7K -249 -15%
AA
1745
Addison Advisors
Vermont
$290K +$217K +1,085 +297%
AIM
1746
Arcadia Investment Management
Michigan
$290K +$84.3K +422 +41%
TCM
1747
Tufton Capital Management
Maryland
$290K +$290K +1,450 New
GD
1748
Grandfield & Dodd
New York
$289K +$289K +1,448 New
T
1749
TOBAM
France
$289K +$148K +740 +105%
FRA
1750
Frank Rimerman Advisors
California
$288K +$288K +1,444 New
68 69
70
71 72