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Salesforce
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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 %
TCOO
2251
Trust Company of Oklahoma
Oklahoma
– -$376K -2,836 Closed
MAM
2252
Martingale Asset Management
Massachusetts
– -$335K -2,529 Closed
TCA
2253
Taconic Capital Advisors
New York
– -$331K -2,500 Closed
JF
2254
Jump Financial
Illinois
– -$318K -2,401 Closed
AIS
2255
AM Investment Strategies
Tennessee
– -$308K -2,325 Closed
MCI
2256
MRP Capital Investments
Georgia
– -$295K -2,222 Closed
PAM
2257
Premier Asset Management
Illinois
– -$293K -2,210 Closed
TIA
2258
Trust Investment Advisors
Indiana
– -$287K -2,164 Closed
BFM
2259
Boothbay Fund Management
New York
– -$286K -2,157 Closed
SIA
2260
Schear Investment Advisers
Ohio
– -$254K -1,915 Closed
BWM
2261
Bulltick Wealth Management
Florida
– -$251K -1,895 Closed
MM
2262
MQS Management
New York
– -$250K -1,886 Closed
EFG
2263
Ethos Financial Group
Pennsylvania
– -$240K -1,808 Closed
MSR
2264
Main Street Research
Connecticut
– -$239K -1,802 Closed
LGA
2265
Lebenthal Global Advisors
New York
– -$218K -1,644 Closed
TRIA
2266
Trail Ridge Investment Advisors
Colorado
– -$217K -1,635 Closed
LOAMU
2267
Lombard Odier Asset Management (USA)
New York
– -$212K -1,600 Closed
ACA
2268
Affinity Capital Advisors
California
– -$209K -1,578 Closed
QC
2269
QCM Cayman
Texas
– -$204K -1,541 Closed
PFA
2270
Pathway Financial Advisers
Indiana
– -$189K -1,424 Closed
GMA
2271
Glassy Mountain Advisors
Maryland
– -$166K -1,255 Closed
PMAM
2272
Picton Mahoney Asset Management
Ontario, Canada
– -$150K -1,127 Closed
PFC
2273
Phocas Financial Corp
California
– -$127K -960 Closed
FWA
2274
Freedom Wealth Alliance
Wisconsin
– -$101K -764 Closed
CA
2275
Corrado Advisors
New Jersey
– -$90.2K -680 Closed
89 90
91
92 93