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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 %
FMI
376
Factory Mutual Insurance
Massachusetts
$22M – – –
BCI
377
Brinker Capital Investments
Pennsylvania
$21.9M -$3.4M -16,096 -13%
OPS
378
Orion Portfolio Solutions
Nebraska
$21.9M -$3.4M -16,096 -13%
TNB
379
Thomasville National Bank
Georgia
$21.8M +$194K +917 +0.9%
TH
380
TCTC Holdings
Texas
$21.5M +$180K +850 +0.8%
CGH
381
Crossmark Global Holdings
Texas
$21.5M +$10.5M +46,399 +95%
NP
382
NS Partners
United Kingdom
$21.4M -$83.7K -396 -0.4%
TMAM
383
Tokio Marine Asset Management
Japan
$21.4M -$1.28M -6,042 -6%
SPIA
384
Steward Partners Investment Advisory
New York
$21.3M +$839K +3,973 +4%
AWM
385
AE Wealth Management
Kansas
$21M +$701K +3,316 +3%
CCM
386
Chilton Capital Management
Texas
$20.8M +$1.1M +5,221 +6%
LSCM
387
Light Street Capital Management
California
$20.8M -$3.87M -18,305 -16%
WT
388
Whittier Trust
California
$20.6M +$5.44M +25,765 +36%
DIA
389
Davidson Investment Advisors
Montana
$20.6M -$80.7K -382 -0.4%
CA
390
Cetera Advisors
Colorado
$20.5M +$389K +1,839 +2%
CSS
391
Cubist Systematic Strategies
Connecticut
$20.4M +$20.3M +96,200 +26,000%
TF
392
TIAA FSB
Florida
$20.3M +$1.78M +8,407 +10%
AI
393
Atria Investments
North Carolina
$20.3M +$1.55M +7,348 +8%
BSA
394
Braun Stacey Associates
New York
$20.2M -$14.3M -67,740 -41%
WB
395
WesBanco Bank
West Virginia
$20.2M -$1.73M -8,183 -8%
Bank of Nova Scotia
396
Bank of Nova Scotia
Ontario, Canada
$20M +$916K +4,337 +5%
KAS
397
Kestra Advisory Services
Texas
$19.9M +$1.24M +5,861 +7%
GL
398
Governors Lane
New York
$19.7M -$31M -146,808 -61%
SFA
399
Sequoia Financial Advisors
Ohio
$19.5M +$3.24M +15,321 +20%
Wealthfront Advisers
400
Wealthfront Advisers
California
$19.4M +$572K +2,707 +3%
14 15
16
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