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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 %
SOADOR
351
State of Alaska Department of Revenue
Alaska
$25.6M -$3.48M -16,463 -12%
EAM
352
Erste Asset Management
Austria
$25.6M +$1.46M +6,951 +6%
SI
353
Stephens Inc
Arkansas
$25.5M -$932K -4,410 -4%
SCM
354
Silvant Capital Management
Georgia
$25.4M +$664K +3,143 +3%
BMSSC
355
B. Metzler seel. Sohn & Co
Germany
$25.1M -$2.21M -10,466 -8%
CAN
356
Cetera Advisor Networks
California
$25M +$391K +1,850 +2%
GAM
357
Guinness Asset Management
United Kingdom
$24.9M +$1.65M +7,819 +7%
GC
358
Guggenheim Capital
Illinois
$24.8M -$494K -2,340 -2%
UCFA
359
United Capital Financial Advisors
Texas
$24.7M -$156K -737 -0.6%
BPWM
360
Badgley Phelps Wealth Managers
Washington
$24.7M +$1.45M +6,851 +6%
CNB
361
Czech National Bank
Czech Republic
$24.5M -$409K -1,935 -2%
SW
362
SteelPeak Wealth
California
$24.3M -$1.79M -8,496 -7%
CWM
363
CIBC World Markets
New York
$24.2M -$1.64M -7,741 -6%
MGI
364
MayTech Global Investments
New York
$24.2M +$3.37M +15,944 +16%
UM
365
UniSuper Management
Australia
$24.2M +$24.2M +114,622 New
HCMG
366
Howard Capital Management Group
California
$23.8M -$26.4K -125 -0.1%
CAM
367
Cresset Asset Management
Illinois
$23.6M +$17.2M +81,338 +266%
Carson Wealth (CWM LLC)
368
Carson Wealth (CWM LLC)
Nebraska
$22.9M +$462K +2,187 +2%
PWLP
369
Prio Wealth Limited Partnership
Massachusetts
$22.8M -$27M -127,781 -54%
AGP
370
Akaris Global Partners
New York
$22.7M -$465K -2,200 -2%
NAM
371
Nissay Asset Management
Japan
$22.6M -$39.7M -188,126 -64%
GT
372
Greenleaf Trust
Michigan
$22.6M -$1.35M -6,392 -6%
GIBU
373
Gulf International Bank (UK)
United Kingdom
$22.3M -$6.51M -30,821 -23%
HAM
374
Honeycomb Asset Management
New York
$22.2M +$22.2M +105,000 New
SAM
375
Sycomore Asset Management
France
$22.1M -$1.99M -9,366 -8%
13 14
15
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