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Salesforce
CRM

2,176 hedge funds and large institutions have $154B invested in Salesforce in 2023 Q1 according to their latest regulatory filings, with 344 funds opening new positions, 836 increasing their positions, 793 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 344 | Existing positions closed: 150

103% more funds holding in top 10

Funds holding in top 10: 60 → 122 (+62)

52% more capital invested

Capital invested by funds: $101B → $154B (+$52.4B)

8% more funds holding

Funds holding: 2,024 → 2,176 (+152)

4.65% more ownership

Funds ownership: 76.07% → 80.73% (+4.7%)

5% more repeat investments, than reductions

Existing positions increased: 836 | Existing positions reduced: 793

1% less call options, than puts

Call options by funds: $5.18B | Put options by funds: $5.23B

Holders
2,176
Holders Change
+152
Holders Change %
+7.51%
% of All Funds
34.67%
Holding in Top 10
122
Holding in Top 10 Change
+62
Holding in Top 10 Change %
+103.33%
% of All Funds
1.94%
New
344
Increased
836
Reduced
793
Closed
150
Calls
$5.18B
Puts
$5.23B
Net Calls
-$52.8M
Net Calls Change
+$70.2M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$2.29B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.14B
3
JP Morgan Chase
JP Morgan Chase
New York
+$664M
4
VH
ValueAct Holdings
California
+$494M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$485M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.21B
2
Nomura Holdings
Nomura Holdings
Japan
-$804M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
-$463M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$439M
5
Barclays
Barclays
United Kingdom
-$432M
Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1926
Lantz Financial
Illinois
$210K +$178K +1,052 New
CC
1927
Callan Capital
California
$209K +$177K +1,048 New
EWM
1928
Endurance Wealth Management
Rhode Island
$209K – – –
TA
1929
Trellis Advisors
Washington
$209K +$177K +1,046 New
CRWM
1930
Castle Rock Wealth Management
California
$209K +$175K +1,037 New
SIC
1931
Sigma Investment Counselors
Michigan
$207K +$175K +1,038 New
SXL
1932
Summit X LLC
Missouri
$207K +$175K +1,034 New
CAAS
1933
Capital Asset Advisory Services
Michigan
$206K -$72.8K -431 -30%
AA
1934
Ancora Advisors
Ohio
$205K +$2.7K +16 +2%
SWM
1935
SFG Wealth Management
Maryland
$205K +$173K +1,025 New
SWA
1936
Sax Wealth Advisors
New Jersey
$204K +$173K +1,022 New
P
1937
&Partners
Tennessee
$203K +$172K +1,018 New
CSIC
1938
Clifford Swan Investment Counsel
California
$203K +$172K +1,017 New
FFG
1939
Frisch Financial Group
New York
$203K +$171K +1,014 New
JC
1940
JB Capital
Connecticut
$203K +$171K +1,014 New
NFA
1941
Northern Financial Advisors
Michigan
$202K +$291K +1,725 New
CCM
1942
Compton Capital Management
Rhode Island
$201K -$498K -2,950 -75%
AC
1943
ASB Consultores
Florida
$200K +$169K +1,003 New
TIM
1944
Thompson Investment Management
Wisconsin
$200K +$169K +1,003 New
HCM
1945
Hodges Capital Management
Texas
$200K -$110K -650 -35%
JCP
1946
Jennifer C. Price
$200K – – –
SN
1947
Sittner & Nelson
Oregon
$198K +$6.08K +36 +4%
TFM
1948
TFC Financial Management
Massachusetts
$197K +$38.3K +227 +30%
FRA
1949
Front Row Advisors
California
$196K – – –
CM
1950
Capula Management
Cayman Islands
$191K -$19.4M -115,022 -99%
76 77
78
79 80

CRM Hedge Fund Activity: Q1 2023 in Review

2,176 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q1 2023, worth a combined $154B — up 52% from $101B a quarter earlier.

Buyers outnumbered sellers: 344 funds opened new CRM positions and 150 closed out — a net gain of 194 holders — while 836 added to existing stakes and 793 trimmed.

The largest buyer was Capital World Investors, adding an estimated $2.29B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.21B.

  • 2,176 institutional investors held Salesforce (CRM) as of Q1 2023, up from 2,024 in Q4 2022.
  • Funds reported $154B of Salesforce stock for Q1 2023, up 52% quarter-over-quarter.
  • 344 funds opened new Salesforce positions in Q1 2023 and 150 closed out, a net change of +194 holders.
  • The largest Salesforce buyer in Q1 2023 was Capital World Investors, an estimated $2.29B added.
  • The largest Salesforce seller in Q1 2023 was T. Rowe Price Associates, an estimated $1.21B sold.

Based on aggregated 13F filings for Q1 2023.