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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 %
BHA
876
Beech Hill Advisors
New York
$2.95M -$21.5K -102 -0.7%
SAM
877
Stansberry Asset Management
Texas
$2.94M +$1.35M +6,408 +86%
WBC
878
Westpac Banking Corp
Australia
$2.93M -$27.1M -128,062 -90%
WCM
879
Wunderlich Capital Managemnt
Tennessee
$2.91M +$18.6K +88 +0.6%
LOAMS
880
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.9M +$313K +1,483 +12%
MIFH
881
Migdal Insurance & Financial Holdings
Israel
$2.88M -$1.4M -6,615 -33%
WI
882
Wahed Invest
New York
$2.88M +$276K +1,306 +11%
LWANC
883
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.87M -$135K -640 -4%
NIG
884
NFJ Investment Group
Texas
$2.87M -$456K -2,157 -14%
AWM
885
Apollon Wealth Management
South Carolina
$2.85M +$408K +1,931 +17%
STC
886
Sarah T. Connolly
$2.85M -$2.75K -13 -0.1%
TC
887
Telemus Capital
Michigan
$2.83M -$264K -1,251 -9%
IBOK
888
Independence Bank of Kentucky
Kentucky
$2.83M +$62.3K +295 +2%
FG
889
Fiduciary Group
Georgia
$2.82M -$86K -407 -3%
CI
890
Cavalier Investments
Georgia
$2.81M +$2.2M +10,436 +363%
SLI
891
Sumitomo Life Insurance
Japan
$2.81M -$271K -1,282 -9%
ADL
892
Asset Dedication LLC
California
$2.8M +$150K +712 +6%
TCA
893
Transcend Capital Advisors
New Jersey
$2.79M -$226K -1,072 -8%
AF
894
Allworth Financial
California
$2.79M +$1.13M +5,336 +68%
HIP
895
Harrell Investment Partners
Texas
$2.76M -$22.6K -107 -0.8%
First Manhattan
896
First Manhattan
New York
$2.76M -$48.2K -228 -2%
OGF
897
Orin Green Financial
California
$2.75M -$2.17M -10,272 -44%
GWM
898
Geneos Wealth Management
Colorado
$2.74M +$700K +3,313 +34%
MIC
899
Maxi Investments CY
Cyprus
$2.74M – – –
PF
900
Phoenix Financial
Israel
$2.73M +$1.18M +5,568 +75%
34 35
36
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