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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 %
APGDR
1126
Absoluto Partners Gestao de Recursos
Brazil
$1.5M +$1.5M +7,121 New
SYBT
1127
Stock Yards Bank & Trust
Kentucky
$1.49M +$8.66K +41 +0.6%
KTC
1128
Kistler-Tiffany Companies
Pennsylvania
$1.48M -$138K -654 -9%
NG
1129
Northstar Group
New York
$1.48M -$15.8K -75 -1%
GRP
1130
Global Retirement Partners
California
$1.48M +$67.4K +319 +5%
EWM
1131
EPG Wealth Management
Georgia
$1.47M +$82.8K +392 +6%
SIG
1132
Stonegate Investment Group
Alabama
$1.47M +$160K +758 +12%
BM
1133
Brandywine Managers
Delaware
$1.46M – – –
CPIG
1134
Chicago Partners Investment Group
Illinois
$1.46M -$189K -859 -11%
RSWM
1135
Robertson Stephens Wealth Management
California
$1.46M -$329K -1,558 -18%
BFS
1136
Bard Financial Services
Connecticut
$1.45M -$121K -575 -8%
HT
1137
Heritage Trust
Oklahoma
$1.45M +$68.2K +323 +5%
WAP
1138
Wealthcare Advisory Partners
Pennsylvania
$1.45M -$5.92K -28 -0.4%
PIM
1139
Penobscot Investment Management
Massachusetts
$1.45M -$2.75K -13 -0.2%
BPCA
1140
Bank Pictet & Cie (Asia)
Singapore
$1.45M -$44.8K -212 -3%
IAS
1141
IMA Advisory Services
Colorado
$1.45M -$263K -1,247 -15%
MTIC
1142
Missouri Trust & Investment Company
Missouri
$1.44M -$14.6K -69 -1%
WANY
1143
Wealthspire Advisors (New York)
New York
$1.44M +$102K +481 +8%
LTI
1144
Laffer Tengler Investments
Tennessee
$1.44M +$27.5K +130 +2%
QCG
1145
Quadrant Capital Group
Ohio
$1.44M -$5.28K -25 -0.4%
AFO
1146
Arrowroot Family Office
California
$1.43M -$49K -232 -3%
LC
1147
Lindbrook Capital
California
$1.43M +$386K +1,828 +37%
CFCI
1148
Comprehensive Financial Consultants Institutional
Indiana
$1.43M +$6.84K +30 +0.5%
1W
1149
1776 Wealth
Georgia
$1.41M +$71K +336 +5%
CW
1150
CreativeOne Wealth
Kansas
$1.41M -$299K -1,416 -18%
44 45
46
47 48