CRM icon

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 %
BWM
1026
Baystate Wealth Management
Massachusetts
$1.93M -$39.1K -185 -2%
OHWP
1027
Oak Harbor Wealth Partners
North Carolina
$1.91M -$16.7K -79 -0.9%
IGAM
1028
iA Global Asset Management
Quebec, Canada
$1.91M +$1.91M +9,049 New
LIP
1029
Liontrust Investment Partners
United Kingdom
$1.9M -$6.76M -32,000 -78%
BSB
1030
Bangor Savings Bank
Maine
$1.9M +$11.6K +55 +0.6%
BAM
1031
Beaumont Asset Management
Texas
$1.89M -$17.3K -82 -0.9%
GSC
1032
G&S Capital
Colorado
$1.88M +$1.88M +8,919 New
MPPLM
1033
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.88M +$452K +2,138 +32%
MJB
1034
Mark J. Bradley
$1.88M -$927K -4,390 -33%
PTC
1035
Private Trust Company
Ohio
$1.88M +$192K +908 +11%
IIA
1036
IPG Investment Advisors
California
$1.87M -$540K -2,557 -22%
SBH
1037
Segall Bryant & Hamill
Illinois
$1.86M +$2.54K +12 +0.1%
PWP
1038
Principle Wealth Partners
Connecticut
$1.86M -$21.1K -100 -1%
UBG
1039
United Bank (Georgia)
Georgia
$1.85M -$162K -765 -8%
VCM
1040
Vetamer Capital Management
California
$1.85M -$19K -90 -1%
PBT
1041
Pictet Bank & Trust
Bahamas
$1.84M -$66.1K -313 -3%
BB
1042
Bell Bank
North Dakota
$1.84M -$77.5K -367 -4%
GI
1043
GS Investments
Minnesota
$1.84M -$8.45K -40 -0.5%
GCM
1044
Geneva Capital Management
Wisconsin
$1.83M -$77.7K -368 -4%
WI
1045
WrapManager Inc
California
$1.82M -$19.9K -94 -1%
LMKC
1046
L.M. Kohn & Company
Ohio
$1.82M +$6.34K +30 +0.3%
HCM
1047
Harvey Capital Management
Florida
$1.82M -$993K -4,700 -35%
OL
1048
Optas LLC
Texas
$1.81M -$6.97K -33 -0.4%
TW
1049
TrinityPoint Wealth
Connecticut
$1.8M -$3.38K -16 -0.2%
ACP
1050
Aviance Capital Partners
Florida
$1.78M +$458K +2,166 +35%
40 41
42
43 44