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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 %
BCM
576
Bridgeway Capital Management
Texas
$8M +$8M +37,880 New
EIM
577
Essex Investment Management
Massachusetts
$7.95M -$969K -4,585 -11%
MIC
578
Means Investment Company
Maine
$7.95M +$162K +766 +2%
PI
579
PFS Investments
Georgia
$7.94M +$4.43M +20,990 +127%
BPA
580
Beacon Pointe Advisors
California
$7.94M -$413K -1,956 -5%
RIA
581
RPG Investment Advisory
California
$7.89M -$162K -769 -2%
TSS
582
Two Sigma Securities
New York
$7.85M +$5.32M +25,159 +210%
N
583
Natixis
France
$7.82M +$2.93M +13,866 +60%
LSA
584
L & S Advisors
California
$7.82M +$845K +4,001 +12%
KPWS
585
Kestra Private Wealth Services
Texas
$7.81M +$2.03M +9,602 +35%
PFS
586
Prospera Financial Services
Texas
$7.8M -$42.5K -201 -0.5%
HF
587
HRT Financial
New York
$7.74M +$7.74M +36,655 New
QCM
588
Quantinno Capital Management
New York
$7.74M +$669K +3,167 +9%
MC
589
Moors & Cabot
Massachusetts
$7.72M -$123K -580 -2%
FNT
590
First National Trust
Pennsylvania
$7.64M -$5.28K -25 -0.1%
Acadian Asset Management
591
Acadian Asset Management
Massachusetts
$7.59M -$4.47M -21,162 -37%
CS
592
Clear Street
New York
$7.56M +$7.56M +35,800 New
PR
593
Payden & Rygel
California
$7.56M +$7.56M +35,800 New
TCOV
594
Trust Company of Vermont
Vermont
$7.51M +$462K +2,186 +7%
SAM
595
Sabadell Asset Management
Spain
$7.49M -$177K -837 -2%
MGWM
596
Marks Group Wealth Management
Minnesota
$7.47M -$54.1K -256 -0.7%
JMFC
597
J.M. Forbes & Co
Massachusetts
$7.46M +$183K +864 +3%
KRSITF
598
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.43M -$92.5K -438 -1%
JCM
599
JS Capital Management
New York
$7.39M +$3.17M +15,000 +75%
DCM
600
Dupont Capital Management
Delaware
$7.37M +$1.81M +8,576 +33%
22 23
24
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