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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 %
MNBTD
801
Moody National Bank Trust Division
Texas
$3.83M +$30K +142 +0.8%
M
802
Mirova
France
$3.82M -$1.72M -8,148 -31%
CCT
803
Chemung Canal Trust
New York
$3.8M +$3.41M +16,123 +855%
ATC
804
Argent Trust Co
Tennessee
$3.8M +$29.4K +139 +0.8%
SIA
805
SeaBridge Investment Advisors
New Jersey
$3.77M +$31.3K +148 +0.8%
HCA
806
Harbour Capital Advisors
Virginia
$3.76M -$66.7K -315 -2%
VIA
807
Vickerman Investment Advisors
Washington
$3.74M -$37.6K -178 -1%
UF
808
Univest Financial
Pennsylvania
$3.74M +$3.74M +17,684 New
LIP
809
Lighthouse Investment Partners
Florida
$3.7M +$825K +3,906 +29%
FC
810
FORA Capital
Florida
$3.68M +$3.68M +17,442 New
PCM
811
Penserra Capital Management
California
$3.67M -$2.74M -12,972 -43%
FTDI
812
First Trust Direct Indexing
Massachusetts
$3.66M +$135K +641 +4%
SWA
813
SFMG Wealth Advisors
Texas
$3.62M +$130K +617 +4%
PA
814
Procyon Advisors
Connecticut
$3.61M +$1.72M +8,122 +90%
LBC
815
Lawrence B. Cohen
$3.61M -$134K -634 -4%
SFS
816
Sowell Financial Services
Arkansas
$3.59M +$1.1M +5,189 +44%
RI
817
Redwood Investments
Massachusetts
$3.59M +$3.15M +14,891 +711%
RDWM
818
Red Door Wealth Management
Tennessee
$3.57M +$955K +4,519 +36%
SC
819
Sepio Capital
Utah
$3.56M +$225K +1,064 +7%
KFP
820
KMG Fiduciary Partners
Ohio
$3.55M +$95.1K +450 +3%
HBT
821
Hills Bank & Trust
Iowa
$3.54M +$17.7K +84 +0.5%
LTAS
822
Linden Thomas Advisory Services
North Carolina
$3.54M +$133K +629 +4%
LW
823
Linscomb Wealth
Texas
$3.53M -$42.3K -200 -1%
P
824
Pitcairn
Pennsylvania
$3.53M -$190K -901 -5%
B
825
Bailard
California
$3.52M +$821K +3,885 +30%
31 32
33
34 35