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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 %
HZ
901
Hixon Zuercher
Ohio
$2.73M +$24.3K +115 +0.9%
IA
902
Icon Advisers
Colorado
$2.73M +$2.73M +12,900 New
DTL
903
Dynamic Technology Lab
Singapore
$2.72M +$2.72M +12,865 New
TCOT
904
Trust Company of Toledo
Ohio
$2.71M -$4.86K -23 -0.2%
FMAEN1
905
Fund Management at Engine No 1
California
$2.69M +$130K +616 +5%
SWM
906
SeaCrest Wealth Management
New York
$2.69M +$542K +2,565 +25%
CCM
907
Coldstream Capital Management
Washington
$2.68M +$123K +581 +5%
CHP
908
Cable Hill Partners
Oregon
$2.68M -$48.8K -231 -2%
PCM
909
Pinnbrook Capital Management
New York
$2.68M +$1.87M +8,829 +230%
VCM
910
Verde Capital Management
Michigan
$2.68M -$74.8K -354 -3%
WAS
911
Winch Advisory Services
Wisconsin
$2.67M -$59.2K -280 -2%
EH
912
Equitable Holdings
New York
$2.67M +$233K +1,101 +10%
COI
913
Connable Office Inc
Michigan
$2.67M +$3.59K +17 +0.1%
SC
914
Savant Capital
Illinois
$2.65M +$424K +2,008 +19%
DBT
915
Dubuque Bank & Trust
Iowa
$2.65M -$211K -1,001 -7%
PFM
916
Patton Fund Management
Texas
$2.65M +$2.65M +12,561 New
MYAM
917
Meiji Yasuda Asset Management
Japan
$2.65M +$47.8K +226 +2%
MFG
918
Merit Financial Group
Georgia
$2.64M +$407K +1,926 +18%
CBB
919
Citizens Business Bank
California
$2.64M -$142K -674 -5%
VIA
920
Vident Investment Advisory
Georgia
$2.63M -$97.3K -461 -4%
AL
921
Aspiriant LLC
California
$2.63M -$83.9K -397 -3%
WA
922
Wealth Alliance
New York
$2.62M -$20.7K -98 -0.8%
MAS
923
Meeder Advisory Services
Ohio
$2.62M +$176K +831 +7%
CM
924
CastleKnight Management
New York
$2.61M -$803K -3,800 -24%
WIM
925
Waverton Investment Management
United Kingdom
$2.61M -$268K -1,270 -9%
35 36
37
38 39