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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 %
WS
676
Wedbush Securities
California
$5.63M -$1.22M -5,757 -18%
IIM
677
INTECH Investment Management
Florida
$5.62M -$216K -1,021 -4%
BZWA
678
Blue Zone Wealth Advisors
California
$5.61M +$26.6K +126 +0.5%
PWS
679
Peloton Wealth Strategists
Indiana
$5.61M -$24.3K -115 -0.4%
TCM
680
Twin Capital Management
Pennsylvania
$5.61M +$640K +3,031 +13%
WB
681
Webster Bank
Connecticut
$5.58M -$146K -692 -3%
CUAMC
682
China Universal Asset Management Company
China
$5.58M – – –
FFA
683
Fragasso Financial Advisors
Pennsylvania
$5.56M -$3.07M -14,534 -36%
CSPIA
684
Cary Street Partners Investment Advisory
Virginia
$5.56M +$233K +1,105 +4%
CC
685
Codex Capital
New York
$5.56M +$42.3K +200 +0.8%
AWA
686
Arkadios Wealth Advisors
Georgia
$5.56M +$123K +583 +2%
MCM
687
MAI Capital Management
Ohio
$5.55M +$1.77M +8,356 +47%
Wolverine Trading
688
Wolverine Trading
Illinois
$5.53M +$5.53M +26,271 New
BFIM
689
Beese Fulmer Investment Management
Ohio
$5.5M +$257K +1,215 +5%
AWMT
690
AAFMAA Wealth Management & Trust
North Carolina
$5.48M -$361K -1,708 -6%
VFA
691
Valeo Financial Advisors
Indiana
$5.45M -$165K -2,183 -3%
MWM
692
Marietta Wealth Management
Georgia
$5.45M -$11K -52 -0.2%
Balyasny Asset Management
693
Balyasny Asset Management
Illinois
$5.45M -$284K -1,342 -5%
EWM
694
Evercore Wealth Management
New York
$5.43M -$299K -1,414 -5%
SCA
695
Snowden Capital Advisors
New York
$5.35M +$122K +578 +2%
TCCM
696
Timber Creek Capital Management
Massachusetts
$5.32M +$66.8K +316 +1%
SAM
697
SP Asset Management
California
$5.31M -$60.4K -286 -1%
KIA
698
KCM Investment Advisors
California
$5.18M -$1.17M -5,539 -18%
GGHC
699
Gilder Gagnon Howe & Co
New York
$5.18M +$3.13M +14,820 +153%
DBG
700
De Burlo Group
Massachusetts
$5.18M -$116K -550 -2%
26 27
28
29 30