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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 %
CNBT
851
Canandaigua National Bank & Trust
New York
$3.18M -$709K -3,355 -18%
NHT
852
New Hampshire Trust
New Hampshire
$3.17M +$57.3K +271 +2%
CAIMH
853
Central Asset Investments & Management Holdings
Hong Kong
$3.16M +$697K +3,300 +28%
NICM
854
Neo Ivy Capital Management
New York
$3.15M +$3.15M +14,892 New
SAM
855
Smithbridge Asset Management
Pennsylvania
$3.14M +$3.14M +14,872 New
MYLI
856
Meiji Yasuda Life Insurance
Japan
$3.13M +$10.6K +50 +0.3%
SF
857
Symphony Financial
Texas
$3.12M -$59.1K -281 -2%
TPW
858
Transatlantique Private Wealth
New York
$3.11M -$11.6K -55 -0.4%
CGL
859
Clarius Group LLC
Washington
$3.11M +$161K +760 +5%
RC
860
Roundview Capital
New Jersey
$3.1M +$84.9K +402 +3%
CG
861
Cutler Group
California
$3.09M -$334K -1,583 -10%
QPWM
862
Quadrant Private Wealth Management
Pennsylvania
$3.08M +$1.48K +7 +0%
NB
863
NBT Bank
New York
$3.06M +$2.54K +12 +0.1%
BHIA
864
Birch Hill Investment Advisors
Massachusetts
$3.04M -$125K -590 -4%
IRAG
865
Investment Research & Advisory Group
Georgia
$3.03M +$82.2K +389 +3%
HIA
866
Harbor Investment Advisory
Maryland
$3.01M +$1.59M +16,335 +112%
AC
867
Asio Capital
Kentucky
$3.01M +$3.01M +14,228 New
SIA
868
Schechter Investment Advisors
Michigan
$3M -$435K -2,059 -13%
MIH
869
Meitav Investment House
Israel
$2.99M -$192K -908 -6%
CAM
870
Cozad Asset Management
Illinois
$2.99M -$59.4K -281 -2%
HS
871
HighVista Strategies
Massachusetts
$2.97M +$1.79M +8,469 +151%
CA
872
Clearstead Advisors
Ohio
$2.97M +$906K +4,287 +44%
TA
873
TKG Advisors
Indiana
$2.97M +$2.97M +14,035 New
JWCA
874
J.W. Cole Advisors
Florida
$2.96M +$296K +1,401 +11%
WP
875
WealthShield Partners
North Carolina
$2.96M +$418K +1,977 +16%
33 34
35
36 37