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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 %
TP
276
TenCore Partners
New York
$42.8M -$2.52M -11,935 -6%
SL
277
Summitry LLC
California
$42.6M -$678K -3,210 -2%
Hudson Bay Capital Management
278
Hudson Bay Capital Management
Connecticut
$42.6M +$10.9M +51,780 +35%
TC
279
TownSquare Capital
Utah
$42.5M -$9.47M -44,849 -18%
X
280
Xponance
Pennsylvania
$42.2M +$10.5M +49,934 +33%
II
281
IFM Investors
Australia
$42.1M +$2.42M +11,472 +6%
MJRIC
282
Mogy Joel R Investment Counsel
California
$41.8M +$756K +3,580 +2%
PTC
283
Petrus Trust Company
Texas
$40M -$19M -90,000 -32%
D.E. Shaw & Co
284
D.E. Shaw & Co
New York
$39.3M -$39.1M -185,230 -50%
Baird Financial Group
285
Baird Financial Group
Wisconsin
$39.2M -$12.1M -57,276 -24%
BPCE
286
Bank Pictet & Cie (Europe)
Germany
$39.2M +$13.4M +63,520 +52%
CRC
287
Curi RMB Capital
Illinois
$39M +$2.2M +10,432 +6%
Vontobel Holding
288
Vontobel Holding
Switzerland
$39M +$952K +4,506 +3%
Mariner
289
Mariner
Kansas
$38.8M -$11.4M -53,875 -23%
RCM
290
Rokos Capital Management
United Kingdom
$38.6M +$35.6M +167,175 +1,187%
CC
291
Crosslink Capital
California
$38.5M +$3.14M +14,850 +9%
OIAM
292
OFI Invest Asset Management
France
$38.4M -$7.84B -37,089,782 -100%
WA
293
WestEnd Advisors
North Carolina
$38.4M +$38.4M +181,875 New
OWP
294
Obermeyer Wealth Partners
Colorado
$38.1M -$1.28M -6,062 -3%
WorldQuant Millennium Advisors
295
WorldQuant Millennium Advisors
New York
$38M -$37.6M -177,946 -50%
PNC Financial Services Group
296
PNC Financial Services Group
Pennsylvania
$37.6M +$948K +4,489 +3%
APC
297
Alta Park Capital
California
$37.5M -$7.09M -33,576 -16%
FCI
298
Financial Counselors Inc
Kansas
$37.1M -$37.6K -178 -0.1%
HNB
299
Huntington National Bank
Ohio
$37M +$7.95M +37,640 +27%
SC
300
Scotia Capital
Ontario, Canada
$37M -$133K -631 -0.4%
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