CRM icon

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 %
SIM
726
Stratos Investment Management
Ohio
$4.62M -$81.1K -384 -2%
RAM
727
Roanoke Asset Management
New Jersey
$4.61M – – –
EWM
728
Elite Wealth Management
Washington
$4.61M +$203K +960 +5%
CCA
729
Checchi Capital Advisers
California
$4.61M +$332K +1,573 +8%
SEC
730
Seven Eight Capital
New York
$4.59M +$4.59M +21,734 New
MLL
731
Moody Lynn & Lieberson
Massachusetts
$4.58M +$3.53M +16,712 +336%
CWP
732
Cyndeo Wealth Partners
Florida
$4.57M +$2.47M +11,703 +118%
AAF
733
Andra AP-fonden
Sweden
$4.56M +$3.15M +14,900 +222%
EDRH
734
Edmond de Rothschild Holding
Switzerland
$4.55M -$1.4M -6,614 -24%
MMA
735
Miracle Mile Advisors
California
$4.54M -$76.7K -363 -2%
DI
736
DFPG Investments
Utah
$4.53M -$109K -465 -2%
MKA
737
M. Kulyk & Associates
Georgia
$4.53M -$53.4K -253 -1%
CG
738
Colony Group
Massachusetts
$4.52M -$15.2K -72 -0.3%
Simplex Trading
739
Simplex Trading
Illinois
$4.52M +$4.5M +21,293 +21,293%
CIC
740
Chase Investment Counsel
Virginia
$4.49M +$377K +1,783 +9%
DJSG
741
D.J. St. Germain
Massachusetts
$4.48M +$4.48M +21,210 New
DAS
742
Dynamic Advisor Solutions
Arizona
$4.48M +$80.3K +380 +2%
GC
743
Garde Capital
Washington
$4.46M -$423 -2 -0%
BBHC
744
Brown Brothers Harriman & Co
New York
$4.45M +$190K +897 +4%
RCM
745
RB Capital Management
Nevada
$4.45M -$61.1K -289 -1%
SFI
746
Siemens Fonds Invest
Germany
$4.44M -$15.1K -72 -0.3%
SW
747
SVB Wealth
Massachusetts
$4.44M -$5.35M -25,304 -55%
DA
748
Dillon & Associates
Michigan
$4.42M -$45.4K -215 -1%
QFA
749
Quattro Financial Advisors
Texas
$4.4M +$2.15M +10,161 +95%
IWP
750
Icon Wealth Partners
Texas
$4.4M -$1.39M -6,564 -24%
28 29
30
31 32