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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 %
GP
2226
Greenline Partners
New York
– -$796K -6,006 Closed
HF
2227
HRT Financial
New York
– -$790K -5,963 Closed
NEI
2228
Northwest & Ethical Investments
Ontario, Canada
– -$783K -5,903 Closed
XS
2229
XR Securities
Illinois
– -$748K -5,643 Closed
VF
2230
Virtu Financial
New York
– -$727K -5,480 Closed
QT
2231
Quantamental Technologies
New York
– -$713K -5,379 Closed
RWA
2232
Redmont Wealth Advisors
Illinois
– -$689K -5,200 Closed
ACM
2233
AlphaStar Capital Management
North Carolina
– -$551K -5,198 Closed
CL
2234
CSS LLC
Illinois
– -$654K -4,929 Closed
RIM
2235
Redwood Investment Management
Arizona
– -$644K -4,854 Closed
JEST
2236
JTC Employer Solutions Trustee
Jersey
– -$619K -4,665 Closed
FPAS
2237
Focus Partners Advisor Solutions
Missouri
– -$599K -4,518 Closed
PFG
2238
Peterson Financial Group
Iowa
– -$581K -4,381 Closed
SFG
2239
Sather Financial Group
Texas
– -$572K -4,315 Closed
CIA
2240
Capital Impact Advisors
Massachusetts
– -$558K -4,209 Closed
GFG
2241
Greystone Financial Group
Michigan
– -$555K -4,183 Closed
CCM
2242
CAAS Capital Management
New York
– -$530K -4,000 Closed
BIA
2243
Benchmark Investment Advisors
Illinois
– -$528K -3,985 Closed
CCI
2244
Credit Capital Investments
New Jersey
– -$517K -3,900 Closed
BC
2245
Bridgefront Capital
Texas
– -$488K -3,680 Closed
ORAM
2246
One River Asset Management
Connecticut
– -$465K -3,505 Closed
WP
2247
Waycross Partners
Kentucky
– -$430K -3,246 Closed
SWM
2248
Scissortail Wealth Management
Oklahoma
– -$542K -3,246 Closed
MCC
2249
Money Concepts Capital
Florida
– -$412K -3,111 Closed
AC
2250
Addison Capital
Pennsylvania
– -$385K -2,905 Closed
88 89
90
91 92