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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 %
POIA
1976
Pin Oak Investment Advisors
Texas
$109K +$7K +35 +7%
LJHT
1977
Laurie J. Hall Trustee
$109K +$36K +180 +49%
EARNEST Partners
1978
EARNEST Partners
Georgia
$107K – – –
CNBTD
1979
Citizens National Bank Trust Department
Mississippi
$107K -$90.9K -455 -46%
CT
1980
Colonial Trust
South Carolina
$106K -$59.1K -296 -36%
RCG
1981
Rock Creek Group
District of Columbia
$105K +$45.9K +230 +77%
PWMG
1982
Prestige Wealth Management Group
New Jersey
$105K -$295K -1,479 -74%
FCB
1983
First Command Bank
Texas
$101K – – –
FCFS
1984
First Command Financial Services
Texas
$101K – – –
HGERS
1985
Householder Group Estate & Retirement Specialist
Arizona
$100K +$12.2K +61 +14%
MWM
1986
Mascoma Wealth Management
New Hampshire
$92.6K – – –
CYG
1987
Clean Yield Group
Vermont
$92.1K – – –
SFFS
1988
Stonehage Fleming Financial Services
Jersey
$90.9K +$90.9K +455 New
PAM
1989
Paradigm Asset Management
New York
$89.9K – – –
EBA
1990
Eagle Bay Advisors
New York
$86.7K +$10.4K +52 +14%
BIA
1991
Bell Investment Advisors
California
$85.5K +$23K +115 +37%
FCG
1992
Financial Connections Group
California
$83K – – –
SIS
1993
Sound Income Strategies
Florida
$82.7K -$9.99K -50 -11%
BAM
1994
Byrne Asset Management
New Jersey
$81K +$59K +295 +268%
WAM
1995
WFA Asset Management
Wisconsin
$79.9K – – –
SIS
1996
Strategic Investment Solutions
Illinois
$78.5K +$78.5K +393 New
C
1997
Covestor
United Kingdom
$76K -$26.3K -132 -26%
CSS
1998
Cubist Systematic Strategies
Connecticut
$73.9K -$5.66M -28,324 -99%
MFG
1999
Mendota Financial Group
Wisconsin
$71.6K – – –
WP
2000
WealthPLAN Partners
Nebraska
$71.5K +$71.5K +358 New
78 79
80
81 82