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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 %
2L
2151
25 LLC
Missouri
$1.19K +$1.19K +6 New
JIR
2152
James Investment Research
Ohio
$1K – – –
UIA
2153
Ulland Investment Advisors
Minnesota
$1K – – –
SWG
2154
Summit Wealth Group
Vermont
$1K +$1K +192,788 New
DSC
2155
Duncker Streett & Co
Missouri
$999 – – –
FGAM
2156
Financial Gravity Asset Management
Texas
$939 +$685 +3,468 +270%
HS
2157
Horan Securities
United States
$825 -$206 -1 -20%
SC
2158
Stephens Consulting
Michigan
$800 – – –
IA
2159
IFS Advisors
Kansas
$599 – – –
PI
2160
PEAK6 Investments
Illinois
$554 -$16M -86,584 -100%
BHWM
2161
Beaird Harris Wealth Management
Texas
$200 -$48.8K -244 -100%
KHC
2162
Koesten Hirschmann & Crabtree
Kansas
$200 – – –
EWP
2163
Elevation Wealth Partners
California
$11 – – –
Baillie Gifford & Co
2164
Baillie Gifford & Co
United Kingdom
– -$439M -3,312,517 Closed
ICP
2165
Inclusive Capital Partners
California
– -$217M -1,634,880 Closed
Voloridge Investment Management
2166
Voloridge Investment Management
Florida
– -$70.2M -529,075 Closed
CS
2167
Clear Street
New York
– -$66.3M -500,001 Closed
WP
2168
Woodline Partners
California
– -$48.6M -366,532 Closed
QC
2169
Quadrature Capital
United Kingdom
– -$43.8M -330,419 Closed
ACGDR
2170
Atmos Capital Gestao de Recursos
Brazil
– -$32M -241,519 Closed
MC
2171
Maplelane Capital
New York
– -$30.5M -230,000 Closed
ICM
2172
Invenomic Capital Management
Massachusetts
– -$28.3M -213,467 Closed
Qube Research & Technologies (QRT)
2173
Qube Research & Technologies (QRT)
United Kingdom
– -$26.6M -200,433 Closed
HAM
2174
Honeycomb Asset Management
New York
– -$26.5M -200,000 Closed
Walleye Trading
2175
Walleye Trading
New York
– -$23.5M -177,276 Closed
85 86
87
88 89