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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 %
FNBSF
1801
First National Bank Sioux Falls
South Dakota
$265K +$265K +1,324 New
H
1802
HoyleCohen
California
$264K -$3.61M -18,048 -93%
VCA
1803
Verdence Capital Advisors
Maryland
$264K +$264K +1,321 New
LWM
1804
LJI Wealth Management
Indiana
$262K -$64.1K -321 -20%
CFD
1805
Creative Financial Designs
Indiana
$262K +$5.19K +26 +2%
CP
1806
Camelot Portfolios
Ohio
$261K -$376K -1,882 -59%
HM
1807
Harvest Management
New York
$260K +$260K +1,300 New
RI
1808
Ridgewood Investments
New Jersey
$259K +$259K +1,299 New
AWM
1809
AllSquare Wealth Management
New York
$259K +$49.9K +250 +24%
SAM
1810
Silvercrest Asset Management
New York
$258K +$258K +1,290 New
CWM
1811
Curi Wealth Management
North Carolina
$258K +$258K +1,289 New
MWM
1812
Mattern Wealth Management
Kansas
$257K +$257K +1,285 New
TCM
1813
Traynor Capital Management
Pennsylvania
$256K -$23.4K -117 -8%
FSA
1814
Fort Sheridan Advisors
Illinois
$256K +$256K +1,283 New
JGC
1815
J. Goldman & Co
New York
$255K -$770K -3,855 -75%
SCM
1816
Stevens Capital Management
Pennsylvania
$255K +$255K +1,277 New
JCM
1817
Jacobsen Capital Management
Utah
$255K +$255K +1,274 New
WMA
1818
West Michigan Advisors
Michigan
$252K +$252K +1,262 New
EW
1819
Element Wealth
Mississippi
$252K +$252K +1,260 New
PCMC
1820
Private Capital Management (Colorado)
Colorado
$252K +$252K +1,259 New
BMC
1821
Beaton Management Company
Massachusetts
$250K +$250K +1,250 New
DIM
1822
Delta Investment Management
California
$249K +$249K +1,247 New
KA
1823
Klingman & Associates
New York
$249K +$249K +1,246 New
BFC
1824
Bedel Financial Consulting
Indiana
$248K +$248K +1,242 New
FC
1825
Forte Capital
New York
$247K +$247K +1,236 New
71 72
73
74 75