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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 %
CSIC
1926
Clifford Swan Investment Counsel
California
$203K +$203K +1,017 New
FFG
1927
Frisch Financial Group
New York
$203K +$203K +1,014 New
JC
1928
JB Capital
Connecticut
$203K +$203K +1,014 New
NFA
1929
Northern Financial Advisors
Michigan
$202K +$202K +1,725 New
CCM
1930
Compton Capital Management
Rhode Island
$201K -$589K -2,950 -75%
TIM
1931
Thompson Investment Management
Wisconsin
$200K +$200K +1,003 New
AC
1932
ASB Consultores
Florida
$200K +$200K +1,003 New
HCM
1933
Hodges Capital Management
Texas
$200K -$108K -650 -35%
JCP
1934
Jennifer C. Price
$200K – – –
SN
1935
Sittner & Nelson
Oregon
$198K +$7.19K +36 +4%
TFM
1936
TFC Financial Management
Massachusetts
$197K +$45.4K +227 +30%
FRA
1937
Front Row Advisors
California
$196K – – –
CM
1938
Capula Management
Cayman Islands
$191K -$23M -115,022 -99%
FWM
1939
Focused Wealth Management
New York
$191K +$52.5K +263 +38%
SIMG
1940
Stephens Investment Management Group
Texas
$188K – – –
HCP
1941
Hexagon Capital Partners
Arkansas
$187K -$21.8K -109 -10%
WPA
1942
West Paces Advisors
Georgia
$160K +$4.8K +24 +3%
MCM
1943
MV Capital Management
Maryland
$158K +$84.1K +421 +113%
MAWCM
1944
Mine & Arao Wealth Creation & Management
California
$155K – – –
RFA
1945
Resurgent Financial Advisors
Georgia
$151K -$232K -1,163 -61%
SSG
1946
Summit Securities Group
New York
$148K -$1.2M -6,002 -89%
CAC
1947
Core Alternative Capital
Georgia
$146K +$2.8K +14 +2%
FMP
1948
Financial Management Professionals
Texas
$144K +$101K +508 +237%
IUHSA
1949
Itau Unibanco Holding S.A.
Brazil
$141K -$182K -910 -56%
CCP
1950
Carmel Capital Partners
California
$141K +$141K +708 New
76 77
78
79 80