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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 %
MIM
501
Marco Investment Management
Georgia
$11M -$20.7K -98 -0.2%
NI
502
Noked Israel
Israel
$11M -$5.17M -24,470 -32%
KWILP
503
Kiwi Wealth Investments Limited Partnership
New Zealand
$10.9M – – –
EAM
504
EdenTree Asset Management
United Kingdom
$10.9M +$10.9M +51,440 New
BTP
505
Bloom Tree Partners
New York
$10.8M -$9.83M -46,507 -48%
CC
506
Cornerstone Capital
California
$10.8M -$13.7K -65 -0.1%
GCM
507
Greenland Capital Management
New York
$10.8M +$9.66M +45,702 +852%
TRCT
508
Tower Research Capital (TRC)
New York
$10.7M +$3.82M +18,062 +55%
OCM
509
One Capital Management
California
$10.7M -$410K -1,943 -4%
DADC
510
D.A. Davidson & Co
Montana
$10.7M +$664K +3,141 +7%
AC
511
Abbrea Capital
California
$10.6M +$1.52M +7,205 +17%
FVWA
512
Foster Victor Wealth Advisors
South Carolina
$10.6M +$248K +1,162 +2%
CTA
513
Chesley Taft & Associates
Illinois
$10.6M +$43.7K +207 +0.4%
BCV
514
Banque Cantonale Vaudoise
Switzerland
$10.6M +$282K +1,334 +3%
BCM
515
Bornite Capital Management
New York
$10.6M +$10.6M +50,000 New
SWM
516
Spire Wealth Management
Virginia
$10.5M +$3.03M +14,357 +40%
MCM
517
Mill Capital Management
North Carolina
$10.5M +$752K +3,560 +8%
NAMM
518
NorthStar Asset Management (Massachusetts)
Massachusetts
$10.5M -$1.64M -7,780 -14%
Cetera Investment Advisers
519
Cetera Investment Advisers
Illinois
$10.5M +$2.13M +10,098 +26%
NMERB
520
New Mexico Educational Retirement Board
New Mexico
$10.3M +$486K +2,300 +5%
BCMO
521
Buckingham Capital Management (Ohio)
Ohio
$10.2M +$69.3K +328 +0.7%
EWM
522
Edge Wealth Management
New York
$10.2M +$437K +2,070 +4%
AssetMark Inc
523
AssetMark Inc
California
$10M +$1.52M +7,214 +18%
RIL
524
Rothschild Investment LLC
Illinois
$10M +$65.1K +308 +0.7%
ECM
525
Exchange Capital Management
Michigan
$10M +$145K +688 +1%
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