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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 %
PAM
626
Private Asset Management
California
$6.67M -$2.26M -10,699 -25%
SS
627
Simplicity Solutions
Minnesota
$6.62M +$101K +479 +2%
ALAM
628
Asahi Life Asset Management
Japan
$6.58M -$796K -3,768 -11%
ST
629
Spinnaker Trust
Maine
$6.55M -$12.5K -59 -0.2%
VAS
630
Vestmark Advisory Solutions
Massachusetts
$6.55M -$250K -1,184 -4%
NMIMC
631
Northwestern Mutual Investment Management Company
Wisconsin
$6.52M -$116K -551 -2%
ECM
632
Evergreen Capital Management
Washington
$6.51M -$194K -919 -3%
HCMT
633
Highland Capital Management (Tennessee)
Tennessee
$6.48M -$5.25M -24,857 -45%
CI
634
Ceera Investments
Texas
$6.42M -$1.06K -5 -0%
SRC
635
Shufro Rose & Co
New York
$6.4M +$109K +514 +2%
IAA
636
Independent Advisor Alliance
North Carolina
$6.39M +$1.83M +8,646 +40%
ECU
637
Eisler Capital (UK)
United Kingdom
$6.35M +$6.35M +30,065 New
BFG
638
Bleakley Financial Group
New Jersey
$6.31M +$1.48M +7,015 +31%
EF
639
Empirical Finance
Pennsylvania
$6.3M +$680K +3,221 +12%
BHB
640
Bank Hapoalim BM
Israel
$6.25M -$381K -1,802 -6%
LOAME
641
Lombard Odier Asset Management (Europe)
United Kingdom
$6.24M -$101K -478 -2%
VIM
642
Vinva Investment Management
Australia
$6.19M -$939K -4,461 -13%
STA
643
Summit Trail Advisors
New York
$6.18M +$559K +2,645 +10%
FHA
644
First Horizon Advisors
Tennessee
$6.18M -$553K -2,616 -8%
RJT
645
Raymond James Trust
Florida
$6.17M +$60.8K +288 +1%
BFEC
646
Benjamin F. Edwards & Company
Missouri
$6.16M -$27.3K -129 -0.4%
MPWT
647
MassMutual Private Wealth & Trust
Connecticut
$6.15M +$404K +1,911 +7%
PCA
648
Pallas Capital Advisors
Massachusetts
$6.12M +$1.05M +4,603 +21%
LNWWM
649
Laird Norton Wetherby Wealth Management
California
$6.1M +$96.8K +458 +2%
QPBE
650
Quintet Private Bank (Europe)
Luxembourg
$6.08M -$268K -1,264 -4%
24 25
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