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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 %
NIP
1076
Nicholas Investment Partners
California
$1.68M +$206K +977 +14%
FFM
1077
Forum Financial Management
Illinois
$1.68M -$11.2K -53 -0.7%
WPW
1078
Waldron Private Wealth
Pennsylvania
$1.68M -$126K -596 -7%
IWM
1079
IHT Wealth Management
Illinois
$1.67M -$10.1K -48 -0.6%
SDIC
1080
South Dakota Investment Council
South Dakota
$1.67M +$1.67M +7,900 New
BBL
1081
Beck Bode LLC
Massachusetts
$1.67M +$1.67M +7,897 New
BA
1082
Bridgewater Associates
Connecticut
$1.67M +$311K +1,471 +23%
SFP
1083
Shepherd Financial Partners
Massachusetts
$1.67M – – –
NP
1084
Nilsine Partners
Colorado
$1.66M +$44.8K +212 +3%
BB
1085
Berkshire Bank
Massachusetts
$1.66M -$282K -1,337 -15%
BA
1086
Birinyi Associates
Connecticut
$1.66M +$401K +1,900 +32%
DFC
1087
DB Fitzpatrick & Co
Idaho
$1.65M -$360K -1,704 -18%
CP
1088
CenterBook Partners
Connecticut
$1.65M -$2.2M -10,415 -57%
NF
1089
Nikulski Financial
Iowa
$1.64M +$85.1K +403 +5%
FAIM
1090
Financial Advocates Investment Management
Washington
$1.62M +$4.44K +21 +0.3%
WA
1091
WP Advisors
California
$1.61M +$43.1K +204 +3%
JWBC
1092
J.W. Burns & Co
New York
$1.61M +$233K +1,102 +17%
BCA
1093
Bay Colony Advisors
Massachusetts
$1.61M +$11.2K +53 +0.7%
CCG
1094
Cypress Capital Group
Florida
$1.61M -$21.8K -103 -1%
MFG
1095
MidWestOne Financial Group
Iowa
$1.61M +$42.7K +202 +3%
WGCA
1096
Wolf Group Capital Advisors
Virginia
$1.6M -$184K -866 -10%
PJSIMP
1097
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.6M -$35.7K -158 -2%
IB
1098
Intrust Bank
Kansas
$1.6M +$16.7K +79 +1%
MGIA
1099
Moneta Group Investment Advisors
Missouri
$1.59M -$450K -2,131 -22%
GITFIT
1100
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.59M -$95.1K -450 -6%
42 43
44
45 46