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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 %
CF
926
Centaurus Financial
California
$2.61M -$190K -898 -7%
EBT
927
Enterprise Bank & Trust
Massachusetts
$2.61M +$8.87K +42 +0.3%
CAL
928
Capital Analysts LLC
Pennsylvania
$2.61M -$75.6K -358 -3%
WPC
929
Wedmont Private Capital
Pennsylvania
$2.6M -$143K -624 -5%
AUB
930
Atlantic Union Bankshares
Virginia
$2.6M -$982K -4,650 -27%
AA
931
ALPS Advisors
Colorado
$2.6M -$465K -2,201 -15%
CA
932
CGN Advisors
Kansas
$2.59M -$327K -1,546 -11%
NPT
933
Nixon Peabody Trust
Massachusetts
$2.58M -$717K -3,394 -22%
GCM
934
Glynn Capital Management
California
$2.58M – – –
BCP
935
Blackhawk Capital Partners
Wisconsin
$2.57M +$1.12M +5,324 +78%
HWM
936
HB Wealth Management
Georgia
$2.57M +$246K +1,164 +11%
AAB
937
ABN AMRO Bank
Netherlands
$2.57M +$38.6K +182 +2%
IAS
938
Insigneo Advisory Services
Florida
$2.55M +$755K +3,574 +42%
IAN
939
Integrated Advisors Network
Texas
$2.55M +$1.05M +4,954 +70%
LS
940
Livforsakringsbolaget Skandia
Sweden
$2.52M -$232K -1,100 -8%
QI
941
Qtron Investments
Massachusetts
$2.52M +$193K +914 +8%
MA
942
Modus Advisors
Minnesota
$2.52M +$37.6K +178 +2%
CAM
943
Centre Asset Management
New York
$2.52M +$2.52M +11,908 New
EAM
944
Eagle Asset Management
Florida
$2.51M +$328K +1,551 +15%
EWM
945
Executive Wealth Management
Michigan
$2.49M -$115K -546 -4%
CWMU
946
Caliber Wealth Management (Utah)
Utah
$2.48M +$48.8K +231 +2%
DT
947
Diversified Trust
Tennessee
$2.48M -$235K -1,111 -9%
WWA
948
WCG Wealth Advisors
Nevada
$2.48M +$2.48M +11,730 New
FIA
949
Foundations Investment Advisors
Arizona
$2.48M +$1.19M +5,634 +93%
AIP
950
Ameritas Investment Partners
Nebraska
$2.47M -$106K -504 -4%
36 37
38
39 40