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 %
PTB
826
Pioneer Trust Bank
Oregon
$3.51M +$431K +2,040 +14%
AWM
827
Avior Wealth Management
Nebraska
$3.5M -$31.9K -151 -0.9%
HI
828
Horizon Investments
North Carolina
$3.5M +$275K +1,301 +9%
CS
829
Comerica Securities
Michigan
$3.48M +$1.64M +7,766 +89%
DJYG
830
David J. Yvars Group
Florida
$3.47M +$2.99M +14,145 +626%
I
831
INVST
Indiana
$3.45M -$30.2K -143 -0.9%
AFA
832
Arlington Financial Advisors
California
$3.45M +$17.7K +84 +0.5%
S
833
SignatureFD
Georgia
$3.44M +$142K +671 +4%
PAM
834
Pegasus Asset Management
New York
$3.44M -$48.4K -229 -1%
SB
835
Strategic Blueprint
Georgia
$3.42M +$2.3M +10,910 +206%
JF
836
Jump Financial
Illinois
$3.37M +$3.37M +15,963 New
SF
837
Summit Financial
New Jersey
$3.36M +$72.5K +343 +2%
ACM
838
Alpha Capital Management
Texas
$3.35M – – –
ZDA
839
Zweig-DiMenna Associates
New York
$3.32M +$3.32M +15,725 New
WPP
840
Whalerock Point Partners
Rhode Island
$3.32M +$23.7K +112 +0.7%
SAI
841
Systematic Alpha Investments
New Jersey
$3.3M – – –
FHB
842
First Hawaiian Bank
Hawaii
$3.3M +$177K +838 +6%
CG
843
Caprock Group
Idaho
$3.27M -$94.4K -447 -3%
PWP
844
Private Wealth Partners
California
$3.27M +$415K +1,965 +15%
EP
845
Edgestream Partners
New Jersey
$3.26M +$3.26M +15,425 New
GIP
846
Granite Investment Partners
California
$3.25M -$9.93K -47 -0.3%
AAM
847
Azzad Asset Management
Virginia
$3.25M -$121K -572 -4%
YIA
848
YHB Investment Advisors
Connecticut
$3.23M +$1.62M +7,671 +100%
SBIA
849
Sheaff Brock Investment Advisors
Indiana
$3.22M -$84.9K -402 -3%
AWAU
850
Alliance Wealth Advisors (Utah)
Utah
$3.19M -$777K -3,678 -20%
32 33
34
35 36