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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 %
ACM
976
Aljian Capital Management
Nevada
$2.23M -$561K -2,655 -20%
BCM
977
Boltwood Capital Management
California
$2.22M +$1.06K +5 +0%
IMCOOI
978
Investment Management Corp of Ontario (IMCO)
Canada
$2.22M +$2.22M +10,503 New
TCPG
979
Trivant Custom Portfolio Group
California
$2.21M +$106K +501 +5%
PH
980
Pinnacle Holdings
Oklahoma
$2.21M -$15K -71 -0.7%
GBT
981
Grove Bank & Trust
Florida
$2.21M -$332K -1,571 -13%
RWA
982
Roberts Wealth Advisors
California
$2.2M -$69.5K -329 -3%
FHA
983
Flagship Harbor Advisors
Massachusetts
$2.2M -$553K -2,618 -20%
LPT
984
Legacy Private Trust
Wisconsin
$2.19M +$358K +1,694 +20%
RG
985
Richelieu Gestion
France
$2.19M -$337K -1,594 -13%
VF
986
Virtu Financial
New York
$2.19M +$2.19M +10,352 New
GGI
987
GPM Growth Investors
Michigan
$2.18M -$10.6K -50 -0.5%
HG
988
Herbst Group
Connecticut
$2.18M – – –
CIA
989
Cohen Investment Advisors
New Hampshire
$2.17M +$69.5K +329 +3%
CM
990
Crestline Management
Texas
$2.16M +$2.16M +10,241 New
NB
991
Nicolet Bankshares
Wisconsin
$2.15M +$509K +3,149 +31%
WF
992
Welch & Forbes
Massachusetts
$2.15M -$5.49K -26 -0.3%
JHCP
993
Jackson Hole Capital Partners
Oklahoma
$2.15M -$118K -559 -5%
AFAS
994
Acorn Financial Advisory Services
Virginia
$2.12M -$54.3K -257 -2%
ISL
995
Ingalls & Snyder LLC
New York
$2.12M -$75.2K -356 -3%
CIC
996
Cornercap Investment Counsel
Georgia
$2.11M +$2.11M +10,009 New
HW
997
Hancock Whitney
Mississippi
$2.11M -$105K -498 -5%
TIA
998
Tiemann Investment Advisors
California
$2.1M +$41.2K +195 +2%
MSE
999
MUFG Securities EMEA
United Kingdom
$2.1M -$827K -3,916 -28%
IFWM
1000
Institute for Wealth Management
Colorado
$2.08M +$105K +496 +5%
38 39
40
41 42