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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
$1.5B
2
Capital World Investors
Capital World Investors
California
$4.07B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.32B
4
Winslow Capital Management
Winslow Capital Management
Minnesota
$496M
5
Jennison Associates
Jennison Associates
New York
$1.92B

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$38.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.2B
3
Harris Associates
Harris Associates
Illinois
$1.07B
4
Polen Capital Management
Polen Capital Management
Florida
$1.67B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$2.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
PIF
51
Public Investment Fund
Saudi Arabia
$560M – – –
Lazard Asset Management
52
Lazard Asset Management
New York
$515M -$179M -848,325 -26%
Winslow Capital Management
53
Winslow Capital Management
Minnesota
$496M +$496M +2,349,684 New
HSBC Holdings
54
HSBC Holdings
United Kingdom
$490M +$68M +321,497 +16%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$476M +$186M +875,476 +64%
PI
56
Putnam Investments
Massachusetts
$473M +$30.8M +145,879 +7%
RJA
57
Raymond James & Associates
Florida
$452M +$9.77M +46,238 +2%
VVP
58
Vulcan Value Partners
Alabama
$445M -$68.9M -325,962 -13%
Arrowstreet Capital
59
Arrowstreet Capital
Massachusetts
$440M +$123M +582,376 +39%
Massachusetts Financial Services
60
Massachusetts Financial Services
Massachusetts
$437M +$22.1M +104,735 +5%
CS
61
Credit Suisse
Switzerland
$437M -$6.47M -30,619 -1%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$430M -$7.26M -34,387 -2%
SV
63
Starboard Value
New York
$424M -$110M -522,907 -21%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$421M -$128M -605,434 -23%
First Eagle Investment Management
65
First Eagle Investment Management
New York
$419M -$825K -3,907 -0.2%
FCM
66
Farallon Capital Management
California
$411M -$329M -1,557,500 -44%
Neuberger Berman Group
67
Neuberger Berman Group
New York
$401M +$9.46M +44,828 +2%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$388M +$4.49M +21,237 +1%
GIM
69
Generation Investment Management
United Kingdom
$370M -$131M -620,991 -26%
DZ Bank
70
DZ Bank
Germany
$361M -$321M -1,519,735 -47%
LPC
71
Lone Pine Capital
Connecticut
$358M -$71.9M -340,300 -17%
OTPPB
72
Ontario Teachers' Pension Plan Board
Ontario, Canada
$352M +$352M +1,668,550 New
First Trust Advisors
73
First Trust Advisors
Illinois
$352M +$32.8M +155,185 +10%
Prudential Financial
74
Prudential Financial
New Jersey
$350M +$14.5M +68,614 +4%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$345M -$22.6M -107,097 -6%
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