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Salesforce
CRM

Overview Fund Activity

2,280 hedge funds and large institutions have $161B invested in Salesforce in 2023 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 879 increasing their positions, 923 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,280
Holders Change
+118
Holders Change %
+5.46%
% of All Funds
35.96%
Holding in Top 10
93
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-23.14%
% of All Funds
1.47%
New
232
Increased
879
Reduced
923
Closed
99
Calls
$3.56B
Puts
$4.95B
Net Calls
-$1.39B
Net Calls Change
-$1.32B

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.38B
2
Capital World Investors
Capital World Investors
California
+$942M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$683M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$496M
5
Jennison Associates
Jennison Associates
New York
+$396M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$7.84B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$837M
3
Harris Associates
Harris Associates
Illinois
-$562M
4
Polen Capital Management
Polen Capital Management
Florida
-$550M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$356M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
251
Two Sigma Advisers
New York
$49.7M -$104M -490,300 -68%
BCWM
252
Bartlett & Co Wealth Management
Ohio
$49.1M +$1.98M +9,353 +4%
BC
253
Bartlett & Co
Ohio
$49.1M +$1.98M +9,353 +4%
BS
254
Banco Santander
Spain
$48.6M -$684K -3,237 -1%
MAM
255
Magellan Asset Management
Australia
$47.7M +$109K +514 +0.2%
MFWM
256
Motley Fool Wealth Management
Virginia
$47.5M -$1M -4,740 -2%
Daiwa Securities Group
257
Daiwa Securities Group
Japan
$47.5M -$344K -1,113 -0.7%
FRAF
258
Första AP-fonden
Sweden
$47.5M +$782K +3,700 +2%
LA
259
LBP AM
France
$46.9M +$5.55M +26,274 +13%
Luther King Capital Management (LKCM)
260
Luther King Capital Management (LKCM)
Texas
$46.9M -$452K -2,139 -1%
Nisa Investment Advisors
261
Nisa Investment Advisors
Missouri
$46.5M +$1.18M +5,588 +3%
Assenagon Asset Management
262
Assenagon Asset Management
Luxembourg
$46M -$224M -1,059,987 -83%
Federated Hermes
263
Federated Hermes
Pennsylvania
$45.8M +$23.4M +110,901 +105%
GIA
264
Gateway Investment Advisers
Ohio
$44.8M -$11.1M -52,529 -20%
OAM
265
Oppenheimer Asset Management
New York
$44.4M -$7.23M -34,218 -14%
WCM
266
Windward Capital Management
California
$44.4M -$196K -929 -0.4%
CC
267
Chicago Capital
Illinois
$44.2M -$13.6M -64,176 -23%
Connor, Clark & Lunn Investment Management (CC&L)
268
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$44M +$40M +189,346 +999%
Janney Montgomery Scott
269
Janney Montgomery Scott
Pennsylvania
$43.8M +$2.91M +13,759 +7%
KPM
270
Kinetic Partners Management
Florida
$43.7M -$22.5M -106,300 -34%
TPSF
271
Texas Permanent School Fund
Texas
$43.4M -$671K -3,174 -2%
VMPIC
272
Varma Mutual Pension Insurance Co
Finland
$43.3M -$11M -52,274 -20%
EAM
273
EULAV Asset Management
Florida
$43M -$7.61M -36,000 -15%
NC
274
NZS Capital
Colorado
$43M -$37.1M -175,720 -46%
Creative Planning
275
Creative Planning
Kansas
$42.8M -$987K -4,671 -2%
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