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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 %
BONST
776
Bank of Nova Scotia Trust
Ontario, Canada
$4.06M +$264K +1,252 +7%
EF
777
Empowered Funds
Pennsylvania
$4.06M -$1.42M -6,706 -26%
EST
778
EA Series Trust
Pennsylvania
$4.06M +$4.06M +19,222 New
BCA
779
Bray Capital Advisors
Florida
$4.04M -$29.6K -140 -0.7%
GIA
780
Gladstone Institutional Advisory
Florida
$4.04M -$53.2K -252 -1%
OA
781
Oak Associates
Ohio
$4.04M -$2.08M -9,825 -34%
FIB
782
First Interstate Bank
Montana
$4.02M -$16.9K -80 -0.4%
BIP
783
Bouvel Investment Partners
Pennsylvania
$3.99M +$103K +488 +3%
PAS
784
Park Avenue Securities
New York
$3.99M +$125K +593 +3%
V
785
Veritable
Delaware
$3.97M -$24.5K -116 -0.6%
TFS
786
Thoroughbred Financial Services
Tennessee
$3.96M +$565K +2,674 +17%
WAOTB
787
Wealth Advisors of Tampa Bay
Florida
$3.92M +$4.86K +23 +0.1%
GLAM
788
Gardner Lewis Asset Management
Pennsylvania
$3.91M – – –
HSC
789
Harbor Spring Capital
New York
$3.89M -$5.61M -26,567 -59%
VVP
790
Venture Visionary Partners
Ohio
$3.89M -$137K -650 -3%
MWA
791
Meridian Wealth Advisors
Texas
$3.89M +$180K +851 +5%
BF
792
BOK Financial
Oklahoma
$3.88M -$646K -3,057 -14%
BWA
793
BDO Wealth Advisors
Florida
$3.88M +$16.9K +80 +0.4%
TCOK
794
Trust Company of Kansas
Kansas
$3.88M -$50.3K -238 -1%
WIC
795
Woodmont Investment Counsel
Tennessee
$3.87M -$16.7K -79 -0.4%
SWM
796
Sendero Wealth Management
Texas
$3.86M -$297K -1,404 -7%
SC
797
SouthState Corp
Florida
$3.85M +$19.4K +92 +0.5%
PSC
798
Prentiss Smith & Co
Vermont
$3.85M -$2.09M -9,898 -35%
BFM
799
Boothbay Fund Management
New York
$3.85M +$3.85M +18,226 New
CWM
800
Cabot Wealth Management
Massachusetts
$3.85M -$211 -1 -0%
30 31
32
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