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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 %
FOA
1851
Five Oceans Advisors
California
$238K +$238K +1,189 New
DOA
1852
D'Orazio & Associates
Virginia
$237K +$237K +1,188 New
CSB
1853
City State Bank
Iowa
$236K -$49.9K -250 -17%
ETCM
1854
Evolutionary Tree Capital Management
Virginia
$236K +$236K +1,180 New
TWA
1855
Talisman Wealth Advisors
New Jersey
$235K +$235K +1,177 New
FPGK
1856
Financial Partners Group (Kansas)
Kansas
$235K – – –
LA
1857
LexAurum Advisors
Kansas
$234K +$234K +1,173 New
PCM
1858
Princeton Capital Management
New Jersey
$234K +$234K +1,173 New
MME
1859
Meag Munich Ergo
Germany
$234K -$775K -3,878 -77%
PA
1860
PFG Advisors
Arizona
$234K +$234K +1,172 New
GCWM
1861
Graham Capital Wealth Management
District of Columbia
$234K +$234K +117 New
MTC
1862
McDaniel Terry & Co
Texas
$233K -$102K -511 -30%
FWCM
1863
Ferguson Wellman Capital Management
Oregon
$233K +$233K +1,164 New
EL
1864
EMFO LLC
Florida
$232K – – –
WA
1865
WBH Advisory
Maryland
$232K +$232K +1,162 New
CA
1866
Cornerstone Advisory
Maryland
$232K +$232K +1,159 New
AA
1867
Apriem Advisors
California
$231K +$231K +1,155 New
IWA
1868
Inspirion Wealth Advisors
Illinois
$231K +$231K +1,154 New
FGIM
1869
First Growth Investment Manager
California
$230K +$230K +1,150 New
VF
1870
Vawter Financial
Ohio
$228K +$228K +1,143 New
IP
1871
Ignite Planners
California
$228K +$228K +1,191 New
EWA
1872
EP Wealth Advisors
California
$228K -$1.14M -10,009 -83%
CWP
1873
Concord Wealth Partners
Virginia
$227K -$107K -537 -32%
SFG
1874
SevenBridge Financial Group
Pennsylvania
$227K +$227K +1,135 New
CIA
1875
Choate Investment Advisors
Massachusetts
$227K +$227K +1,134 New
73 74
75
76 77