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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 %
RG
326
Renaissance Group
Kentucky
$31.6M -$234K -1,110 -0.7%
IFLIT
327
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$30.7M – – –
VIM
328
Vancity Investment Management
British Columbia, Canada
$30.1M – – –
YCM
329
Yousif Capital Management
Michigan
$30M -$71.4K -338 -0.2%
MIS
330
Morningstar Investment Services
Illinois
$30M -$599K -2,839 -2%
MOACM
331
Mutual of America Capital Management
New York
$29.8M -$473K -2,241 -2%
CII
332
Capital International Inc
California
$29.1M +$21.5M +101,941 +283%
ONGA
333
O'Neil Global Advisors
California
$28.9M +$19.1M +90,442 +196%
RFC
334
Regions Financial Corp
Alabama
$28.5M +$355K +1,681 +1%
BBA
335
Baader Bank Aktiengesellschaft
Germany
$28.4M -$1.42M -6,710 -5%
CGPCS
336
Capital Group Private Client Services
California
$28.1M +$28.1M +133,189 New
SG Americas Securities
337
SG Americas Securities
New York
$28M +$15.6M +73,703 +125%
FDCDDQ
338
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.7M +$15.3M +72,310 +123%
M&T Bank
339
M&T Bank
New York
$27.6M -$1.07M -5,061 -4%
AIMCA
340
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$27.5M +$1.97M +9,333 +8%
GT
341
Glenmede Trust
Pennsylvania
$27.4M – – –
GS
342
GTS Securities
New York
$27.3M +$27.3M +129,285 New
FSA
343
Franklin Street Advisors
North Carolina
$27.2M +$4M +18,947 +17%
Cambridge Investment Research Advisors
344
Cambridge Investment Research Advisors
Iowa
$27M +$1.33M +6,305 +5%
BAMF
345
BI Asset Management Fondsmaeglerselskab
Denmark
$26.5M +$9.81M +46,457 +59%
WIM
346
Weitz Investment Management
Nebraska
$26.4M -$3.17M -15,000 -11%
BBVA
347
Banco Bilbao Vizcaya Argentaria
Spain
$26.4M +$1.96M +9,271 +8%
VRS
348
Virginia Retirement Systems
Virginia
$25.9M +$24.2M +114,700 +1,489%
Pacer Advisors
349
Pacer Advisors
Pennsylvania
$25.8M -$1.92M -9,092 -7%
TAM
350
Tocqueville Asset Management
New York
$25.7M -$149K -703 -0.6%
12 13
14
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