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Salesforce
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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 %
SWM
601
Selective Wealth Management
Virginia
$7.35M +$7.35M +34,527 New
GLA
602
Great Lakes Advisors
Illinois
$7.18M +$299K +1,413 +4%
GIM
603
Grassi Investment Management
California
$7.16M – – –
KeyBank National Association
604
KeyBank National Association
Ohio
$7.13M -$347K -1,642 -5%
OC
605
Oppenheimer & Co
New York
$7.11M -$924K -4,375 -12%
MHC
606
Meyer Handelman Company
New York
$7.07M -$108K -510 -2%
API
607
Advisor Partners II
California
$7.02M +$949K +4,491 +16%
CIM
608
Chiron Investment Management
New York
$7M +$7M +33,115 New
CB
609
Commerce Bank
Missouri
$6.98M +$247K +1,167 +4%
WC
610
Whitney & Co
New York
$6.98M +$76.9K +364 +1%
SPC
611
Sigma Planning Corp
Michigan
$6.91M -$363K -1,720 -5%
Verition Fund Management
612
Verition Fund Management
Connecticut
$6.91M -$1.36M -6,439 -16%
PWG
613
Portside Wealth Group
Utah
$6.91M +$6.91M +32,686 New
BCM
614
Barometer Capital Management
Ontario, Canada
$6.84M +$3.38M +16,018 +98%
WMC
615
Westwood Management Corporation
Illinois
$6.83M -$1.07M -5,060 -14%
PCOC
616
Power Corp of Canada
Canada
$6.79M +$45.2K +214 +0.7%
Bessemer Group
617
Bessemer Group
New Jersey
$6.78M +$2.05M +9,699 +43%
PA
618
Pinnacle Associates
New York
$6.78M +$200K +949 +3%
GP
619
Girard Partners
Pennsylvania
$6.77M +$3.06M +14,470 +82%
AAS
620
Avantax Advisory Services
Texas
$6.75M -$82.2K -389 -1%
MMC
621
Mizuho Markets Cayman
Cayman Islands
$6.74M +$6.74M +31,927 New
BRWA
622
B. Riley Wealth Advisors
Florida
$6.7M -$116K -548 -2%
NRG
623
Nemes Rush Group
Michigan
$6.7M +$6.7M +31,717 New
SWP
624
Stratos Wealth Partners
Ohio
$6.69M +$921K +4,361 +16%
NCM
625
Novare Capital Management
North Carolina
$6.67M -$304K -1,437 -4%
23 24
25
26 27