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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 %
PCS
1101
Personal CFO Solutions
New Jersey
$1.58M -$329K -1,558 -17%
SAM
1102
Steinberg Asset Management
New York
$1.58M -$20.9K -99 -1%
NSB
1103
Norway Savings Bank
Maine
$1.57M +$171K +810 +12%
WI
1104
Wintrust Investments
Illinois
$1.57M +$1.57M +7,423 New
WMP
1105
Wealth Management Partners
Arizona
$1.56M +$128K +608 +9%
SVWAG
1106
Sound View Wealth Advisors Group
Georgia
$1.56M -$152K -718 -9%
CCM
1107
Chickasaw Capital Management
Tennessee
$1.56M – – –
JDR
1108
Jay D. Rosenbaum
$1.55M -$115K -545 -7%
CFFP
1109
Center for Financial Planning
Michigan
$1.55M – – –
FWA
1110
FOCUS Wealth Advisors
Texas
$1.55M +$1.55M +7,317 New
IA
1111
IFP Advisors
Florida
$1.54M +$519K +2,458 +51%
CRIG
1112
Charter Research & Investment Group
Connecticut
$1.54M -$66.5K -315 -4%
AFG
1113
Alterity Financial Group
Maine
$1.54M -$444K -2,100 -22%
USCWA
1114
U.S. Capital Wealth Advisors
Texas
$1.54M -$185K -877 -11%
RA
1115
Rational Advisors
New York
$1.53M -$1.47M -6,938 -49%
AWP
1116
Ascent Wealth Partners
New York
$1.53M +$126K +614 +9%
BA
1117
Bristlecone Advisors
Washington
$1.53M +$20.1K +95 +1%
BRG
1118
Bay Rivers Group
Virginia
$1.53M -$16.5K -78 -1%
EWM
1119
Elmwood Wealth Management
California
$1.53M -$42.9K -203 -3%
ARMT
1120
Amica Retiree Medical Trust
Rhode Island
$1.52M -$97.2K -460 -6%
TA
1121
Tiedemann Advisors
New York
$1.51M +$27.5K +130 +2%
BTI
1122
Blue Trust Inc
Georgia
$1.51M -$337K -1,687 -18%
Koshinski Asset Management
1123
Koshinski Asset Management
Illinois
$1.51M -$540K -2,554 -26%
BWAM
1124
Boyd Watterson Asset Management
Ohio
$1.51M -$845 -4 -0.1%
VFPI
1125
Vantage Financial Partners (Illinois)
Illinois
$1.51M – – –
43 44
45
46 47