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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 %
GL
1001
Graypoint LLC
New York
$2.08M +$335K +1,587 +19%
PFMU
1002
Privium Fund Management (UK)
United Kingdom
$2.07M – – –
MOS
1003
MGO One Seven
Ohio
$2.07M -$330K -1,561 -14%
TPCW
1004
TD Private Client Wealth
New York
$2.07M -$60K -284 -3%
RWM
1005
Ritholtz Wealth Management
New York
$2.05M +$110K +522 +6%
1WA
1006
180 Wealth Advisors
Washington
$2.05M -$283K -1,336 -12%
SWM
1007
Sculati Wealth Management
Michigan
$2.05M -$16.1K -76 -0.8%
AMCA
1008
Arthur M. Cohen & Associates
Illinois
$2.04M +$47.9K +227 +2%
CC
1009
Cipher Capital
New York
$2.04M +$2.04M +9,651 New
WR
1010
WD Rutherford
Oregon
$2.03M +$64.4K +305 +3%
AWS
1011
AJ Wealth Strategies
New York
$2.02M +$20.3K +96 +1%
MC
1012
Machina Capital
France
$2.01M +$1.62M +7,648 +410%
QPW
1013
Quantum Private Wealth
Florida
$2.01M -$33.6K -159 -2%
SV
1014
Sturgeon Ventures
United Kingdom
$2M +$409K +1,937 +26%
AG
1015
AIA Group
Hong Kong
$1.98M -$897K -4,246 -31%
EFM
1016
E Fund Management
China
$1.98M -$297K -1,406 -13%
EGM
1017
Engineers Gate Manager
New York
$1.98M -$9.92M -46,954 -83%
FB
1018
Fulton Bank
Pennsylvania
$1.98M -$398K -1,882 -17%
XT
1019
XTX Topco
Cayman Islands
$1.97M +$1.97M +9,311 New
SCP
1020
Stamos Capital Partners
California
$1.97M -$1.23M -5,820 -38%
ONSWM
1021
Old North State Wealth Management
North Carolina
$1.97M +$24.9K +118 +1%
RBFC
1022
Roman Butler Fullerton & Co
Missouri
$1.95M +$957K +4,085 +97%
AFC
1023
AFT Forsyth & Company
Florida
$1.94M -$28.5K -135 -1%
MA
1024
Mutual Advisors
Nebraska
$1.94M -$120K -570 -6%
TSWM
1025
Triangle Securities Wealth Management
North Carolina
$1.93M -$43.9K -208 -2%
39 40
41
42 43