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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 %
CB
2001
Community Bank
New York
$69.3K – – –
SWA
2002
Sutton Wealth Advisors
Florida
$67.1K -$382K -1,914 -85%
CSWM
2003
Cassady Schiller Wealth Management
Ohio
$66.7K – – –
CCA
2004
Column Capital Advisors
Indiana
$66.5K – – –
ECM
2005
Estabrook Capital Management
New York
$66.1K – – –
PCM
2006
Pointe Capital Management
Michigan
$65.9K +$65.9K +330 New
PGAM
2007
Princeton Global Asset Management
New Jersey
$64.1K +$62.9K +315 +5,250%
MHR
2008
Matthew Hamilton Rosenberg
$63.7K – – –
FPFS
2009
First Personal Financial Services
North Carolina
$62.7K -$4.4K -22 -7%
JWA
2010
JFS Wealth Advisors
Pennsylvania
$62.7K +$7.19K +36 +13%
ME
2011
McIlrath & Eck
Washington
$62.1K -$400 -2 -0.6%
MLA
2012
MB, Levis & Associates
Pennsylvania
$62.1K – – –
OAJ
2013
Ogorek Anthony Joseph
New York
$62K +$62K +314 New
BONH
2014
Bank of New Hampshire
New Hampshire
$61.9K -$98.1K -491 -61%
PHAM
2015
Portland Hill Asset Management
United Kingdom
$60K – – –
ACM
2016
Antonetti Capital Management
Florida
$59.9K – – –
LCM
2017
Logan Capital Management
Pennsylvania
$59.5K – – –
FWA
2018
FSC Wealth Advisors
New York
$58.5K +$45K +225 +331%
DAM
2019
Delta Asset Management
Tennessee
$58.3K – – –
GFPC
2020
Global Financial Private Client
Florida
$57.6K – – –
RFG
2021
RFP Financial Group
Georgia
$55.9K -$30K -150 -35%
LOIP
2022
Live Oak Investment Partners
Texas
$53.9K -$35.8K – –
RFA
2023
Register Financial Advisors
Georgia
$53.7K -$3K -15 -5%
AWM
2024
Ameliora Wealth Management
Switzerland
$53.5K – – –
Commonwealth Equity Services
2025
Commonwealth Equity Services
Massachusetts
$53.4K +$700 +3,502 +1%
79 80
81
82 83