CRM icon

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 %
WP
1876
Westmount Partners
California
$226K +$226K +1,132 New
PCA
1877
Peddock Capital Advisors
Massachusetts
$226K +$226K +1,129 New
FAM
1878
Forte Asset Management
New York
$225K +$225K +1,125 New
GAM
1879
Gemmer Asset Management
California
$225K +$225K +1,124 New
YWM
1880
Yoder Wealth Management
California
$224K +$224K +1,122 New
CAGAS
1881
Capital Advisory Group Advisory Services
Minnesota
$224K +$224K +1,121 New
BMM
1882
Buffington Mohr McNeal
Idaho
$223K +$223K +1,116 New
AGC
1883
Aspen Grove Capital
Colorado
$223K +$223K +1,116 New
PWP
1884
Phillips Wealth Planners
Mississippi
$223K +$223K +1,127 New
CW
1885
Channel Wealth
California
$223K +$223K +1,114 New
LFA
1886
Landmark Financial Advisors
Kentucky
$222K +$222K +1,112 New
OWM
1887
Opes Wealth Management
California
$222K +$222K +1,111 New
SAF
1888
Smith Anglin Financial
Texas
$222K +$222K +1,110 New
OFG
1889
Oxford Financial Group
Indiana
$221K +$221K +1,106 New
HCM
1890
Highview Capital Management
Illinois
$221K -$170K -851 -44%
MSA
1891
McAlister Sweet & Associates
Texas
$220K +$220K +1,101 New
MTIM
1892
Marathon Trading Investment Management
Pennsylvania
$220K -$1.77M -8,866 -89%
DL
1893
DOHJ LLC
Washington
$220K +$220K +1,099 New
BM
1894
Belfer Management
New York
$219K +$219K +1,096 New
BWP
1895
Balboa Wealth Partners
Arizona
$219K +$219K +1,095 New
HIC
1896
Holderness Investments Company
North Carolina
$218K +$218K +1,092 New
WWM
1897
Windsor Wealth Management
Indiana
$218K +$218K +1,138 New
EP
1898
EPIQ Partners
Minnesota
$218K +$218K +1,091 New
JSL
1899
JT Stratford LLC
Georgia
$218K -$654K -3,275 -75%
AM
1900
Account Management
Massachusetts
$218K +$218K +1,090 New
74 75
76
77 78