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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 %
FFP
651
FourThought Financial Partners
Florida
$6.06M -$181K -858 -3%
HVIA
652
Hudson Valley Investment Advisors
New York
$6.04M -$188K -890 -3%
GFA
653
Gifford Fong Associates
California
$6.04M – – –
SB
654
Simmons Bank
Arkansas
$6M +$10.8K +51 +0.2%
HCM
655
Hillman Capital Management
Maryland
$5.99M -$2.77M -13,111 -32%
CK
656
Cohen Klingenstein
New York
$5.98M – – –
ECM
657
Everence Capital Management
Indiana
$5.96M – – –
SAS
658
Stelac Advisory Services
New York
$5.95M -$74.4K -352 -1%
SWA
659
Stratos Wealth Advisors
Ohio
$5.9M +$214K +1,014 +4%
BJL
660
Brighton Jones LLC
Washington
$5.88M +$50.9K +241 +0.9%
BCM
661
Barrier Capital Management
California
$5.87M – – –
GVAG
662
Great Valley Advisor Group
Delaware
$5.86M +$176K +834 +3%
XWM
663
Xcel Wealth Management
Florida
$5.85M -$1.01M -4,793 -15%
CIG
664
Consolidated Investment Group
Colorado
$5.83M – – –
BCPWM
665
Bradley & Co Private Wealth Management
Florida
$5.8M +$19.6K +93 +0.3%
MCM
666
McRae Capital Management
New Jersey
$5.77M +$105K +495 +2%
GAAM
667
Guinness Atkinson Asset Management
California
$5.77M -$136K -642 -2%
SAM
668
Shell Asset Management
Netherlands
$5.76M -$747K -3,534 -11%
SA
669
Strategic Advisors
New York
$5.76M -$22K -104 -0.4%
KOCAA
670
Knights of Columbus Asset Advisors
Connecticut
$5.74M +$373K +1,766 +7%
EWA
671
EP Wealth Advisors
California
$5.72M +$5.71M +1,043,421 +52,041%
JIC
672
Johnson Investment Counsel
Ohio
$5.72M +$86K +407 +2%
SM
673
Selkirk Management
New Jersey
$5.7M +$2.11M +10,000 +59%
AI
674
AXS Investments
New York
$5.7M -$772K -3,654 -12%
AF
675
Arrow Financial
New York
$5.68M -$1.13M -5,352 -17%
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