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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 %
CI
951
Cigna Investments
Connecticut
$2.45M -$46.3K -219 -2%
TAM
952
Trust Asset Management
Texas
$2.45M – – –
VWA
953
V Wealth Advisors
Kansas
$2.44M +$122K +576 +5%
AAM
954
Advisors Asset Management
Colorado
$2.41M -$453K -2,145 -16%
DWA
955
Douglass Winthrop Advisors
New York
$2.41M +$773K +3,660 +47%
BP
956
Ballentine Partners
Massachusetts
$2.41M -$20.3K -96 -0.8%
KA
957
Kovack Advisors
Florida
$2.39M +$728K +3,447 +44%
NFC
958
Northeast Financial Consultants
Connecticut
$2.39M – – –
CNC
959
Citizens & Northern Corp
Pennsylvania
$2.37M -$60.6K -287 -2%
CA
960
Callahan Advisors
Texas
$2.36M +$361K +1,710 +18%
NAG
961
Northstar Advisory Group
New Jersey
$2.35M +$1.6M +7,594 +216%
KLWA
962
Kelly Lawrence W & Associates
California
$2.34M -$75.9K -350 -3%
PCH
963
PGIM Custom Harvest
New Jersey
$2.32M -$1.09M -5,147 -32%
DPIM
964
Duff & Phelps Investment Management
Illinois
$2.31M +$31.7K +150 +1%
CCM
965
Canal Capital Management
Virginia
$2.31M +$16.5K +78 +0.7%
SS
966
Sunbelt Securities
Texas
$2.3M +$845 +4 +0%
NLGIA
967
Nippon Life Global Investors Americas
New York
$2.3M -$363K -1,720 -14%
MWM
968
Mission Wealth Management
California
$2.29M +$38.2K +181 +2%
HIIFS
969
Harel Insurance Investments & Financial Services
Israel
$2.29M +$1.84M +8,764 +418%
FWM
970
Finer Wealth Management
Massachusetts
$2.28M +$29.8K +141 +1%
CC
971
Courier Capital
New York
$2.26M +$6.55K +31 +0.3%
NL
972
NVWM LLC
Pennsylvania
$2.24M +$718K +3,399 +47%
LSAG
973
Lake Street Advisors Group
New Hampshire
$2.24M +$11.2K +53 +0.5%
WSCM
974
Wellington Shields Capital Management
New York
$2.24M -$16.9M -79,951 -88%
Two Sigma Investments
975
Two Sigma Investments
New York
$2.24M – – –
37 38
39
40 41