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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 %
CC
2201
Cipher Capital
New York
– -$3.53M -26,618 Closed
QT
2202
Quantbot Technologies
New York
– -$3.33M -25,132 Closed
ER
2203
EVR Research
Virginia
– -$2.92M -22,000 Closed
MCM
2204
Maytus Capital Management
New York
– -$2.52M -19,000 Closed
VI
2205
Versor Investments
New York
– -$2.22M -16,744 Closed
KAS
2206
Kemnay Advisory Services
New York
– -$2.2M -16,619 Closed
SEC
2207
Seven Eight Capital
New York
– -$1.99M -14,991 Closed
ERWM
2208
Elk River Wealth Management
Colorado
– -$1.97M -14,887 Closed
TC
2209
Tsai Capital
New York
– -$1.95M -14,707 Closed
OQS
2210
Occudo Quantitative Strategies
Florida
– -$1.95M -14,702 Closed
PSC
2211
Portman Square Capital
United Kingdom
– -$1.73M -13,082 Closed
SC
2212
Scholtz & Company
Connecticut
– -$1.72M -12,948 Closed
BDWCC
2213
B&D White Capital Company
Texas
– -$1.67M -12,600 Closed
AM
2214
AGF Management
Ontario, Canada
– -$1.59M -11,970 Closed
IWS
2215
Insight Wealth Strategies
California
– -$1.43M -10,783 Closed
AAM
2216
Arabesque Asset Management
United Kingdom
– -$1.42M -10,701 Closed
RC
2217
Resonate Capital
California
– -$1.38M -10,386 Closed
ACMH
2218
Andar Capital Management (HK)
Hong Kong
– -$1.33M -10,000 Closed
GKFF
2219
George Kaiser Family Foundation
Oklahoma
– -$1.26M -9,518 Closed
BFA
2220
BBJS Financial Advisors
Washington
– -$1.24M -9,376 Closed
GG
2221
Golden Green
South Carolina
– -$1.06M -7,965 Closed
WI
2222
Wintrust Investments
Illinois
– -$1.04M -7,815 Closed
LAM
2223
Lynch Asset Management
Pennsylvania
– -$895K -6,750 Closed
WHG
2224
Westwood Holdings Group
Texas
– -$862K -6,500 Closed
SMH
2225
Sanders Morris Harris
Texas
– -$804K -6,061 Closed
87 88
89
90 91