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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 %
BWFA
701
Baltimore-Washington Financial Advisors
Maryland
$5.16M -$2.76M -13,049 -35%
CCM
702
Cohen Capital Management
California
$5.15M -$1.27K -6 -0%
ITFISA
703
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$5.11M +$327K +1,549 +7%
CTC
704
Central Trust Company
Missouri
$5.09M -$413K -1,954 -8%
HAS
705
HBW Advisory Services
California
$5.05M +$53.9K +255 +1%
LGF
706
LGT Group Foundation
Liechtenstein
$5.03M -$168K -794 -3%
PIM
707
Progressive Investment Management
Oregon
$4.99M -$5.7K -27 -0.1%
ISB
708
Iowa State Bank
Iowa
$4.99M -$131K -619 -3%
BFM
709
Boston Financial Management
Massachusetts
$4.96M +$596K +2,822 +14%
MM
710
Meridian Management
Arkansas
$4.95M -$59.6K -282 -1%
VST
711
Van Strum & Towne
California
$4.92M +$80.3K +380 +2%
VI
712
Vestcor Inc
New Brunswick, Canada
$4.89M -$99.5K -471 -2%
USAA
713
United Services Automobile Association
Texas
$4.86M +$229K +1,084 +5%
PT
714
Plimoth Trust
Massachusetts
$4.84M -$69.7K -330 -1%
OIA
715
OneDigital Investment Advisors
Kansas
$4.81M +$2.11M +9,997 +78%
SIP
716
Stoneridge Investment Partners
Pennsylvania
$4.8M +$447K +2,116 +10%
PL
717
Perpetual Ltd
Australia
$4.79M +$1.03M +4,886 +27%
DLCIG
718
D.L. Carlson Investment Group
New Hampshire
$4.69M +$1.74M +8,253 +59%
DWT
719
Dorsey & Whitney Trust
South Dakota
$4.68M +$397K +1,879 +9%
BAAM
720
Baker Avenue Asset Management
California
$4.68M +$3.21M +15,172 +218%
CDH
721
Charles D. Hyman
$4.66M -$21.1K -100 -0.5%
ZIM
722
Zacks Investment Management
Illinois
$4.65M +$4.13M +19,556 +797%
GSEP
723
Golden State Equity Partners
California
$4.65M +$4.36M +20,621 +1,496%
KCM
724
Kornitzer Capital Management
Kansas
$4.63M -$357K -1,692 -7%
CC
725
Centiva Capital
New York
$4.63M +$4.59M +21,705 +11,018%
27 28
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