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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 %
MFT
2026
Moisand Fitzgerald Tamayo
Florida
$52.7K +$20K +100 +61%
AWM
2027
Activest Wealth Management
Florida
$52.7K -$916K -4,661 -95%
AAP
2028
Arax Advisory Partners
Colorado
$52.1K -$799 -4 -2%
TVWM
2029
Tower View Wealth Management
Wisconsin
$52K – – –
HFM
2030
Hartford Financial Management
Connecticut
$51.7K – – –
WWP
2031
WR Wealth Planners
Missouri
$50.7K +$50.7K +254 New
RG
2032
Retirement Group
California
$50K +$13.7K +69 +38%
AWM
2033
Atticus Wealth Management
Florida
$47.5K -$21.8K -109 -31%
TAM
2034
Tucker Asset Management
Colorado
$45.2K +$21.4K +107 +90%
SOW
2035
State of Wyoming
Wyoming
$45K -$273K -1,367 -86%
AIC
2036
Archer Investment Corporation
Indiana
$44.8K -$23K -115 -34%
JAM
2037
JCIC Asset Management
Ontario, Canada
$44.8K – – –
WIM
2038
WealthPlan Investment Management
Nebraska
$44.8K +$44.8K +224 New
MIM
2039
Macroview Investment Management
Maryland
$44.6K -$5.99K -30 -12%
IFAM
2040
Institutional & Family Asset Management
Colorado
$44.2K -$14K -70 -24%
GA
2041
GoalVest Advisory
New York
$43.8K -$14.4K -72 -25%
GIA
2042
GHP Investment Advisors
Colorado
$43K -$11K -55 -20%
OLVIG
2043
Oliver Lagore Vanvalin Investment Group
Michigan
$42.3K -$4.79K -24 -10%
RA
2044
Rise Advisors
New York
$41K – – –
PCFFS
2045
Pacific Center for Financial Services
California
$40.8K +$40.8K +204 New
Cohen & Steers
2046
Cohen & Steers
New York
$40K – – –
APC
2047
Aspire Private Capital
North Carolina
$40K – – –
AIP
2048
Ahrens Investment Partners
Louisiana
$40K +$40K +200 New
CC
2049
Centiva Capital
New York
$39.4K +$39.4K +197 New
TIM
2050
Tortoise Investment Management
New York
$38.2K -$1.4K -7 -4%
80 81
82
83 84