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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
$1.5B
2
Capital World Investors
Capital World Investors
California
$4.07B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.32B
4
Winslow Capital Management
Winslow Capital Management
Minnesota
$496M
5
Jennison Associates
Jennison Associates
New York
$1.92B

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$38.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.2B
3
Harris Associates
Harris Associates
Illinois
$1.07B
4
Polen Capital Management
Polen Capital Management
Florida
$1.67B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$2.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.26B -$132M -627,021 -10%
Charles Schwab
27
Charles Schwab
California
$1.11B -$12.2M -57,603 -1%
Harris Associates
28
Harris Associates
Illinois
$1.07B -$562M -2,657,994 -34%
Amundi
29
Amundi
France
$1.02B -$168M -794,526 -14%
Invesco
30
Invesco
Georgia
$995M -$16.3M -77,095 -2%
Franklin Resources
31
Franklin Resources
California
$958M +$59.3M +280,905 +7%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$923M -$134M -636,558 -13%
UBS Group
33
UBS Group
Switzerland
$859M +$73.1M +346,012 +9%
PAMS
34
Pictet Asset Management (Switzerland)
Switzerland
$811M -$269M -1,273,798 -25%
Deutsche Bank
35
Deutsche Bank
Germany
$779M -$23.7M -112,139 -3%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$772M -$40.7M -192,565 -5%
ClearBridge Investments
37
ClearBridge Investments
New York
$766M -$39.3M -185,851 -5%
Swiss National Bank
38
Swiss National Bank
Switzerland
$763M -$75.4M -357,000 -9%
VH
39
ValueAct Holdings
California
$737M – – –
Wells Fargo
40
Wells Fargo
California
$725M +$6.57M +31,095 +0.9%
Barclays
41
Barclays
United Kingdom
$675M +$306M +1,449,633 +83%
T. Rowe Price Investment Management
42
T. Rowe Price Investment Management
Maryland
$670M -$128M -603,528 -16%
Fidelity International
43
Fidelity International
Bermuda
$638M -$293M -1,384,906 -31%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$625M -$80.1M -378,922 -11%
IFP
45
Independent Franchise Partners
United Kingdom
$611M -$220M -1,040,384 -26%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$588M +$13.9M +65,668 +2%
American Century Companies
47
American Century Companies
Missouri
$582M +$207M +977,899 +55%
SGA
48
Sustainable Growth Advisers
Connecticut
$577M +$31.9M +151,124 +6%
BI
49
BlueSpruce Investments
Illinois
$572M -$37M -174,943 -6%
Ameriprise
50
Ameriprise
Minnesota
$568M -$15.2M -71,876 -3%
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