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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 %
OWA
1776
Opal Wealth Advisors
New York
$277K +$277K +1,385 New
GSEP
1777
Golden State Equity Partners
California
$275K +$275K +1,378 New
TWM
1778
Tradition Wealth Management
Minnesota
$275K -$32.4K -162 -11%
TCWA
1779
Ten Capital Wealth Advisors
Washington
$275K +$259K +1,296 +1,641%
TCBWMS
1780
Texas Capital Bank Wealth Management Services
Texas
$274K +$274K +1,371 New
EL
1781
EWA LLC
Pennsylvania
$273K +$273K +1,352 New
AT
1782
Arvest Trust
Oklahoma
$272K +$272K +1,362 New
SG
1783
Somerset Group
Minnesota
$272K +$272K +1,360 New
GC
1784
GFG Capital
Florida
$272K +$144K +2,327 +114%
CB
1785
CNB Bank
Pennsylvania
$271K -$599 -3 -0.2%
ARC
1786
Advisor Resource Council
Texas
$270K +$270K +1,429 New
MP
1787
McDonald Partners
Ohio
$270K -$93.5K -468 -26%
PAG
1788
Powers Advisory Group
Illinois
$269K +$269K +1,345 New
BCP
1789
Berkeley Capital Partners
Georgia
$269K +$269K +1,344 New
HHGA
1790
Halbert Hargrove Global Advisors
California
$268K +$268K +1,342 New
TFA
1791
Toth Financial Advisory
Virginia
$268K +$268K +1,342 New
WKSWA
1792
White Knight Strategic Wealth Advisors
New Jersey
$268K +$268K +1,340 New
RCA
1793
Resonant Capital Advisors
Wisconsin
$268K -$50.7K -254 -16%
TGAM
1794
TBH Global Asset Management
Tennessee
$267K +$267K +1,337 New
WDG
1795
Wealth Dimensions Group
Ohio
$267K +$267K +1,334 New
VC
1796
Veery Capital
Delaware
$267K +$267K +1,334 New
CCM
1797
Consolidated Capital Management
California
$266K +$266K +1,329 New
ECM
1798
Elgethun Capital Management
South Dakota
$265K +$265K +1,339 New
LSIA
1799
LaSalle St. Investment Advisors
Illinois
$265K +$265K +1,331 New
WBCM
1800
Wilson & Boucher Capital Management
California
$265K +$265K +1,325 New
70 71
72
73 74