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Salesforce
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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 %
ZCM
1901
Ziegler Capital Management
Illinois
$217K -$8.02M -40,158 -97%
WCM
1902
WealthBridge Capital Management
Ohio
$216K +$216K +1,081 New
MPW
1903
MGO Private Wealth
California
$216K +$216K +1,079 New
FFA
1904
Founders Financial Alliance
North Carolina
$214K +$214K +1,079 New
NSIM
1905
North Star Investment Management
Illinois
$214K – – –
GLA
1906
Good Life Advisors
Pennsylvania
$213K +$213K +1,068 New
GCP
1907
Gill Capital Partners
Colorado
$213K +$213K +1,064 New
NIM
1908
Northeast Investment Management
Massachusetts
$212K +$212K +1,063 New
TCPWM
1909
Traverso Chambers Private Wealth Management
California
$212K +$212K +1,063 New
GC
1910
Gratus Capital
Georgia
$211K +$211K +1,058 New
NRI
1911
NFP Retirement Inc
California
$211K +$211K +1,058 New
TBWA
1912
Three Bridge Wealth Advisors
California
$211K +$211K +1,056 New
DA
1913
DSC Advisors
Illinois
$211K +$211K +1,054 New
LF
1914
Lantz Financial
Illinois
$210K +$210K +1,052 New
CC
1915
Callan Capital
California
$209K +$209K +1,048 New
EWM
1916
Endurance Wealth Management
Rhode Island
$209K – – –
TA
1917
Trellis Advisors
Washington
$209K +$209K +1,046 New
CRWM
1918
Castle Rock Wealth Management
California
$209K +$209K +1,037 New
SIC
1919
Sigma Investment Counselors
Michigan
$207K +$207K +1,038 New
SXL
1920
Summit X LLC
Missouri
$207K +$207K +1,034 New
CAAS
1921
Capital Asset Advisory Services
Michigan
$206K -$86.1K -431 -30%
AA
1922
Ancora Advisors
Ohio
$205K +$3.2K +16 +2%
SWM
1923
SFG Wealth Management
Maryland
$205K +$205K +1,025 New
SWA
1924
Sax Wealth Advisors
New Jersey
$204K +$204K +1,022 New
P
1925
&Partners
Tennessee
$203K +$203K +1,018 New
75 76
77
78 79