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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 %
BG
2126
Bollard Group
Massachusetts
$5K – – –
RBC
2127
Roble Belko & Company
Pennsylvania
$5K – – –
RDIA
2128
RE Dickinson Investment Advisors
Iowa
$5K +$3.1K +13 +163%
FMTCOCP
2129
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K +$5K +27 New
PS
2130
PayPay Securities
Japan
$4.8K -$2.2K -11 -31%
YAL
2131
Your Advocates Ltd
Texas
$4.8K – – –
LSA
2132
Lansing Street Advisors
Pennsylvania
$4.8K – – –
NSG
2133
Nalls Sherbakoff Group
Tennessee
$4.72K +$4.72K +24 New
VF
2134
VitalStone Financial
Texas
$4K -$16K -60 -80%
CA
2135
Centerpoint Advisors
Massachusetts
$4K +$842 +4 +27%
TCM
2136
TD Capital Management
Tennessee
$4K – – –
CHA
2137
Carmichael Hill & Associates
Maryland
$3.8K – – –
LWA
2138
Lowe Wealth Advisors
Maryland
$3.6K – – –
CB
2139
Centennial Bank
Arkansas
$3K – – –
AP
2140
Atwood & Palmer
Missouri
$3K – – –
FA
2141
Financial Avengers
California
$3K – – –
OSNBOA
2142
Old Second National Bank of Aurora
Illinois
$2.8K – – –
WBC
2143
West Branch Capital
Massachusetts
$2.74K – – –
RDFA
2144
Ritter Daniher Financial Advisory
Ohio
$2.6K – – –
FSWA
2145
Financial Synergies Wealth Advisors
Texas
$2.2K +$2.2K +11 New
TLCM
2146
Twin Lakes Capital Management
California
$1.6K – – –
RTL
2147
Red Tortoise LLC
Georgia
$1.6K – – –
MIA
2148
Milestone Investment Advisors
Wisconsin
$1.4K +$1.4K +7 New
UFF
2149
USA Financial Formulas
Michigan
$1.4K +$1.4K +7 New
DWA
2150
Delos Wealth Advisors
Texas
$1.2K -$7.79K -39 -87%
84 85
86
87 88