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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 %
PMEF
476
Point72 Middle East FZE
United Arab Emirates
$13.1M +$13.1M +61,953 New
DWP
477
Daymark Wealth Partners
Ohio
$13M +$4.48M +21,224 +53%
LSERS
478
Louisiana State Employees Retirement System
Louisiana
$12.8M -$930K -4,400 -7%
AF
479
Ally Financial
Michigan
$12.7M – – –
FCH
480
Freestone Capital Holdings
Washington
$12.6M -$112K -530 -0.9%
WF
481
WoodTrust Financial
Wisconsin
$12.6M +$382K +1,808 +3%
Jones Financial Companies
482
Jones Financial Companies
Missouri
$12.3M -$1.3M -6,140 -10%
CAPTRUST Financial Advisors
483
CAPTRUST Financial Advisors
North Carolina
$12.3M +$1.21M +5,730 +11%
IPAM
484
ICICI Prudential Asset Management
India
$12.3M -$2.09M -9,920 -15%
WSTAM
485
Wilbanks Smith & Thomas Asset Management
Virginia
$12.2M -$1.18M -5,595 -9%
AMI
486
Amica Mutual Insurance
Rhode Island
$12.2M -$1.06M -5,031 -8%
FLPIM
487
F.L. Putnam Investment Management
Massachusetts
$12.2M +$1.18M +5,604 +11%
KCM
488
Kingdon Capital Management
New York
$12.1M -$6.13M -29,000 -34%
AAS
489
Annex Advisory Services
Wisconsin
$12M -$3.64M -17,246 -23%
Nomura Holdings
490
Nomura Holdings
Japan
$11.9M -$240M -1,136,786 -95%
BL
491
BWCP LP
Texas
$11.9M +$2.04M +9,653 +21%
CTC (Chicago Trading Company)
492
CTC (Chicago Trading Company)
Illinois
$11.8M -$4.19M -19,840 -26%
PCIG
493
Partners Capital Investment Group
Massachusetts
$11.8M +$10.1M +47,909 +596%
TF
494
Talbot Financial
Washington
$11.7M +$64.2K +304 +0.6%
FA
495
FDx Advisors
Illinois
$11.5M -$41.2M -194,830 -78%
JRP
496
Jasper Ridge Partners
California
$11.4M – – –
SF
497
Synovus Financial
Georgia
$11.4M -$526K -2,490 -4%
BCM
498
Bayesian Capital Management
New York
$11.3M +$9.55M +45,200 +538%
RMA
499
Roffman Miller Associates
Pennsylvania
$11.3M -$1.56M -7,371 -12%
BIAS
500
Beacon Investment Advisory Services
New Jersey
$11.1M -$185K -876 -2%
18 19
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