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 %
BHWM
1051
Bar Harbor Wealth Management
New Hampshire
$1.78M +$1.78M +8,413 New
PVH
1052
Psagot Value Holdings
Israel
$1.77M +$208K +990 +13%
BO
1053
Bank OZK
Arkansas
$1.77M -$499K -2,364 -22%
BOSSRA
1054
B.O.S.S. Retirement Advisors
Utah
$1.77M -$213K -1,009 -11%
CP
1055
Cumberland Partners
Ontario, Canada
$1.76M +$898K +4,250 +104%
CT
1056
Clearstead Trust
Maine
$1.76M -$140K -700 -7%
BCM
1057
Beck Capital Management
Texas
$1.76M +$1.76M +8,317 New
FMI
1058
F/M Investments
District of Columbia
$1.75M -$2.54K -12 -0.1%
NL
1059
Navalign LLC
California
$1.75M +$3.38K +16 +0.2%
BMCM
1060
Bryn Mawr Capital Management
Pennsylvania
$1.75M -$589K -2,787 -25%
HCCM
1061
Hudson Canyon Capital Management
New York
$1.74M -$56.6K -268 -3%
LCM
1062
Lazari Capital Management
California
$1.74M +$1.74M +8,223 New
PCM
1063
Prana Capital Management
Connecticut
$1.73M +$1.25M +5,926 +262%
IPW
1064
IronBridge Private Wealth
Texas
$1.73M +$1.73M +8,177 New
V
1065
VeraBank
Texas
$1.73M – – –
GAM
1066
Grandview Asset Management
Pennsylvania
$1.72M +$30.6K +145 +2%
DS
1067
DRW Securities
Illinois
$1.72M +$1.72M +8,118 New
FMB
1068
Field & Main Bank
Kentucky
$1.71M -$3.59K -17 -0.2%
PWAG
1069
Polaris Wealth Advisory Group
California
$1.71M +$1.33M +6,283 +350%
ECG
1070
Edge Capital Group
Georgia
$1.7M -$26.6K -126 -2%
Financial Engines Advisors
1071
Financial Engines Advisors
California
$1.7M -$44.8K -212 -3%
IP
1072
Interval Partners
New York
$1.69M -$13.4M -63,290 -89%
SACTSONJ
1073
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.69M – – –
KFS
1074
Kaizen Financial Strategies
California
$1.69M -$108K -473 -6%
RMC
1075
Resources Management Corp
Connecticut
$1.69M +$1.69M +7,988 +266,267%
41 42
43
44 45