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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 %
TCM
451
Trybe Capital Management
Connecticut
$14.5M +$2.11M +9,978 +17%
PWM
452
Perigon Wealth Management
California
$14.4M +$4.01K +19 +0%
Mercer Global Advisors
453
Mercer Global Advisors
Colorado
$14.4M +$644K +3,047 +5%
JFG
454
Jefferies Financial Group
New York
$14.4M -$8.95M -42,358 -38%
Lido Advisors
455
Lido Advisors
California
$14.3M -$459K -2,173 -3%
CFB
456
Cullen/Frost Bankers
Texas
$14.2M -$877K -4,149 -6%
MTWSIF
457
Mivtachim The Workers Social Insurance Fund
Israel
$14.2M +$6.55M +31,000 +86%
WT
458
Washington Trust
Rhode Island
$14.1M +$298K +1,410 +2%
PAG
459
Private Advisor Group
New Jersey
$14.1M +$1.04M +4,874 +8%
GH
460
GAM Holding
Switzerland
$14.1M +$10.1M +47,600 +248%
BVDMP
461
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$14M – – –
DA
462
Dash Acquisitions
California
$14M +$574K +2,716 +4%
MC
463
Middleton & Co
Massachusetts
$13.9M -$123K -581 -0.9%
SSA
464
Schonfeld Strategic Advisors
New York
$13.9M -$36.4M -172,463 -72%
PA
465
Parallel Advisors
California
$13.8M +$993K +4,702 +8%
UB
466
UMB Bank
Missouri
$13.8M +$6.6M +31,243 +92%
GAM
467
Gotham Asset Management
New York
$13.7M +$631K +2,986 +5%
CA
468
Cornerstone Advisors
North Carolina
$13.7M -$10.6M -50,100 -44%
SIA
469
Sit Investment Associates
Minnesota
$13.6M +$97.6K +462 +0.7%
VPIM
470
Vanguard Personalized Indexing Management
California
$13.6M +$849K +4,017 +7%
AWS
471
Atria Wealth Solutions
New York
$13.5M +$1.58M +7,495 +13%
EI
472
Ethic Inc
New York
$13.4M +$1.77M +8,395 +15%
KWM
473
Kingsview Wealth Management
Oregon
$13.3M +$459K +2,171 +4%
FBB
474
Fulton Breakefield Broenniman
Maryland
$13.3M -$1.38M -6,519 -9%
LWM
475
Lyell Wealth Management
California
$13.2M +$82.6K +391 +0.6%
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