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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 %
AWM
1826
Accurate Wealth Management
Florida
$247K -$412K -2,150 -63%
FWM
1827
FFT Wealth Management
Pennsylvania
$246K +$246K +1,233 New
CPA
1828
Capital Planning Advisors
California
$245K +$245K +1,228 New
MAG
1829
MRA Advisory Group
New Jersey
$245K +$245K +1,228 New
CWM
1830
Centric Wealth Management
Illinois
$245K +$245K +1,226 New
HWA
1831
Heritage Wealth Advisors
Virginia
$245K -$20.8K -104 -8%
BW
1832
Bison Wealth
Georgia
$244K -$8.34K -41 -3%
FMC
1833
First Merchants Corp
Indiana
$244K +$244K +1,223 New
LSA
1834
Lion Street Advisors
Texas
$244K +$5.79K +29 +2%
FAM
1835
Formidable Asset Management
Ohio
$243K +$243K +1,235 New
JAG
1836
Journey Advisory Group
Kentucky
$241K +$241K +1,208 New
WAM
1837
Werlinich Asset Management
Connecticut
$241K +$241K +1,208 New
BFA
1838
Beacon Financial Advisory
Ohio
$241K +$241K +1,206 New
CFO
1839
CVA Family Office
Colorado
$241K +$139K +696 +137%
OC
1840
Oakworth Capital
Alabama
$241K – – –
CCFM
1841
Clear Creek Financial Management
Washington
$240K +$240K +1,203 New
JF
1842
JSF Financial
California
$240K +$240K +1,203 New
DAM
1843
Deltec Asset Management
New York
$240K -$1.86M -9,300 -89%
APG
1844
Abacus Planning Group
South Carolina
$240K +$240K +1,199 New
FCM
1845
Fourpath Capital Management
Oklahoma
$240K +$240K +1,199 New
SP
1846
Successful Portfolios
Florida
$239K +$239K +1,197 New
GWS
1847
Glassman Wealth Services
Virginia
$239K +$62.9K +315 +36%
JWM
1848
Janiczek Wealth Management
Colorado
$238K +$20.8K +107 +10%
KFC
1849
Klingenstein Fields & Co
New York
$238K +$238K +1,189 New
ITIM
1850
Indiana Trust & Investment Management
Indiana
$238K +$238K +1,189 New
72 73
74
75 76