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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 %
LMIM
551
Lockheed Martin Investment Management
Maryland
$8.83M -$2.91M -13,760 -25%
ETC
552
Exchange Traded Concepts
Oklahoma
$8.83M +$7.46M +35,334 +547%
NRS
553
Neville Rodie & Shaw
New York
$8.82M +$964K +4,565 +12%
MGP
554
Metis Global Partners
California
$8.82M +$154K +728 +2%
KAS
555
Kemnay Advisory Services
New York
$8.79M +$8.79M +41,592 New
WSFS
556
Wilmington Savings Fund Society
Delaware
$8.74M -$199K -942 -2%
BFS
557
Bradley Foster & Sargent
Connecticut
$8.7M +$59.6K +282 +0.7%
PFM
558
Premier Fund Managers
United Kingdom
$8.64M -$4.31M -20,510 -33%
BCM
559
Brookstone Capital Management
Illinois
$8.59M +$990K +4,724 +13%
AWE
560
Avidian Wealth Enterprises
Texas
$8.56M +$7.86M +37,190 +1,118%
SHGA
561
Sand Hill Global Advisors
California
$8.46M -$177K -837 -2%
NA
562
NewEdge Advisors
Louisiana
$8.42M +$2.11M +9,978 +33%
PTC
563
Philadelphia Trust Company
Pennsylvania
$8.42M -$30.8K -146 -0.4%
MAM
564
Martingale Asset Management
Massachusetts
$8.41M +$8.41M +39,823 New
SCA
565
Stonebridge Capital Advisors
Minnesota
$8.4M +$200K +949 +2%
PA
566
Profund Advisors
Maryland
$8.36M +$880K +4,165 +12%
BWL
567
Bogart Wealth LLC
Virginia
$8.21M +$119K +563 +1%
BTWM
568
Baker Tilly Wealth Management
Wisconsin
$8.14M -$949K -4,493 -10%
CA
569
Cullinan Associates
Kentucky
$8.12M -$1.51M -7,169 -16%
OPCM
570
Osborne Partners Capital Management
California
$8.1M +$199K +943 +3%
KA
571
Kintegral Advisory
New York
$8.08M – – –
BC
572
Brookfield Corp
Ontario, Canada
$8.08M -$3.18M -15,062 -28%
FT
573
Fiduciary Trust
Massachusetts
$8.08M +$658K +3,115 +9%
BC
574
Burney Company
Virginia
$8.06M +$1.68M +7,936 +26%
CCM
575
Channing Capital Management
Illinois
$8M +$2.85M +13,481 +55%
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