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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 %
Group One Trading
526
Group One Trading
Illinois
$9.98M +$9.61M +45,471 +2,575%
SWIG
527
Strategic Wealth Investment Group
Kentucky
$9.97M +$680K +3,219 +7%
CWM
528
CMH Wealth Management
New Hampshire
$9.81M +$117K +556 +1%
TCM
529
Thames Capital Management
New Jersey
$9.78M +$3.13M +14,814 +47%
ET
530
Equitable Trust
Tennessee
$9.72M +$1.67M +7,925 +21%
GCM
531
Graham Capital Management
Connecticut
$9.72M +$6.87M +32,523 +241%
RSS
532
Rosenblum Silverman Sutton
California
$9.7M -$83.9K -397 -0.9%
EOJOAM
533
E. Ohman J:or Asset Management
Sweden
$9.67M +$190K +900 +2%
WTC
534
WhitTier Trust Company
Nevada
$9.61M +$2.46M +11,631 +34%
OSAM
535
O'Shaughnessy Asset Management
Connecticut
$9.58M +$340K +1,608 +4%
PP
536
Prudential plc
United Kingdom
$9.57M -$240K -1,135 -2%
DWM
537
Dakota Wealth Management
Florida
$9.33M +$8.17M +38,673 +702%
PFO
538
Pathstone Family Office
New Jersey
$9.27M +$118K +565 +1%
TCM
539
Tran Capital Management
California
$9.23M -$255K -1,208 -3%
M
540
MOTCO
Texas
$9.22M -$289K -1,369 -3%
IB
541
Iyo Bank
Japan
$9.2M – – –
AHC
542
Adell Harriman & Carpenter
Texas
$9.18M -$130K -614 -1%
IMRF
543
Illinois Municipal Retirement Fund
Illinois
$9.13M – – –
EVM
544
Evelyn V. Moreno
$9.07M -$537K -2,544 -6%
MLICM
545
Metropolitan Life Insurance Company (MetLife)
New York
$9.01M -$436K -2,062 -5%
SSB
546
Sandy Spring Bank
Maryland
$8.97M -$145K -684 -2%
SRFM
547
Shannon River Fund Management
New York
$8.9M -$8.76M -41,469 -50%
GWM
548
GDS Wealth Management
Texas
$8.89M +$158K +749 +2%
ASN
549
Advisory Services Network
Georgia
$8.85M +$165K +783 +2%
CWP
550
CFM Wealth Partners
Texas
$8.84M -$25.6K -121 -0.3%
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