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Salesforce
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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 %
MFG
1751
Magnus Financial Group
New York
$288K -$66.9K -335 -19%
HNW
1752
High Note Wealth
Minnesota
$288K +$288K +1,441 New
MG
1753
Mather Group
Illinois
$288K +$288K +1,440 New
TNA
1754
True North Advisors
Texas
$287K +$287K +1,435 New
LPAM
1755
Lodestar Private Asset Management
California
$286K +$286K +1,433 New
EFSCE
1756
Enterprise Financial Services Corp (EFSC)
Missouri
$286K +$286K +1,430 New
RCM
1757
RNC Capital Management
California
$285K -$23.9K -120 -8%
CCMW
1758
Cypress Capital Management (Wyoming)
Wyoming
$284K – – –
CCA
1759
Cobblestone Capital Advisors
New York
$283K +$283K +1,417 New
TNBTD
1760
Trustmark National Bank Trust Department
Mississippi
$283K -$103K -515 -27%
EL
1761
Essex LLC
Illinois
$282K – – –
BDS
1762
Banco de Sabadell
Florida
$281K +$103K +520 +58%
SFI
1763
SPC Financial Inc
Maryland
$281K +$281K +1,406 New
WFI
1764
West Family Investments
California
$280K +$280K +1,403 New
ECU
1765
Eisler Capital (US)
New York
$280K +$280K +1,402 New
GCMG
1766
Gyroscope Capital Management Group
Florida
$280K +$280K +1,400 New
DWM
1767
Dorchester Wealth Management
Quebec, Canada
$280K +$280K +1,400 New
ATC
1768
Adirondack Trust Company
New York
$279K +$3.2K +16 +1%
HFM
1769
Hartford Funds Management
Pennsylvania
$278K +$278K +1,392 New
JIC
1770
Joel Isaacson & Co
New York
$278K +$278K +1,391 New
KIA
1771
Knollwood Investment Advisory
Maryland
$278K +$278K +1,391 New
IA
1772
IFG Advisors
Missouri
$278K +$278K +1,390 New
EWM
1773
Evermay Wealth Management
Virginia
$277K -$51.9K -260 -16%
FFA
1774
Fi3 Financial Advisors
Indiana
$277K +$277K +1,389 New
CWP
1775
Curated Wealth Partners
California
$277K +$277K +1,385 New
69 70
71
72 73