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 %
WIA
751
Westbourne Investment Advisors
Maryland
$4.4M +$4.01K +19 +0.1%
OCM
752
Once Capital Management
New York
$4.39M – – –
VCM
753
Vision Capital Management
Oregon
$4.39M +$5.28K +25 +0.1%
IWC
754
Integrated Wealth Concepts
Massachusetts
$4.38M +$1.09M +5,169 +33%
BCCM
755
Bridge Creek Capital Management
Massachusetts
$4.36M -$26.4K -125 -0.6%
LNC
756
Lincoln National Corp
Pennsylvania
$4.34M +$263K +1,246 +6%
FEG
757
Financial Enhancement Group
Indiana
$4.34M +$4.34M +19,677 New
SC
758
Sawyer & Company
Massachusetts
$4.34M +$2.75K +13 +0.1%
MWM
759
Meridian Wealth Management
Kentucky
$4.33M -$337K -1,595 -7%
PGFC
760
Peapack-Gladstone Financial Corp
New Jersey
$4.31M -$607K -2,875 -12%
PIA
761
Petredis Investment Advisors
Pennsylvania
$4.3M -$23K -109 -0.5%
DGAM
762
Desjardins Global Asset Management
Quebec, Canada
$4.3M -$1.46M -6,898 -25%
CWP
763
Capital Wealth Planning
Florida
$4.29M +$1.59M +7,541 +59%
HCA
764
Harbor Capital Advisors
Illinois
$4.28M -$73.3K -347 -2%
TCA
765
Trifecta Capital Advisors
Illinois
$4.28M +$128K +605 +3%
OAM
766
Ostrum Asset Management
France
$4.27M -$203K -960 -5%
GPTE
767
Generali Powszechne Towarzystwo Emerytalne
Poland
$4.25M – – –
LFRG
768
Lazard Frères Gestion
France
$4.25M +$136K +645 +3%
PCM
769
Parsons Capital Management
Rhode Island
$4.23M – – –
YDMI
770
Y.D. More Investments
Israel
$4.19M +$959K +4,538 +30%
FFWA
771
FRG Family Wealth Advisors
Washington
$4.15M -$453K -2,143 -10%
ZB
772
Zions Bancorporation
Utah
$4.11M +$79.6K +377 +2%
CIP
773
Chartwell Investment Partners
Pennsylvania
$4.09M -$10.6K -50 -0.3%
SCM
774
Shelton Capital Management
Colorado
$4.08M -$678K -3,208 -14%
SAM
775
Sompo Asset Management
Japan
$4.07M – – –
29 30
31
32 33