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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 %
DA
1151
Doliver Advisors
Texas
$1.4M +$252K +1,195 +22%
MWM
1152
Modera Wealth Management
New Jersey
$1.4M +$1.05M +4,980 +302%
CCMG
1153
Clark Capital Management Group
Pennsylvania
$1.4M -$13.3K -63 -0.9%
CTFG
1154
Capstone Triton Financial Group
Oklahoma
$1.4M -$42.3K -200 -3%
TF
1155
TLWM Financial
Texas
$1.39M +$18K +85 +1%
PPC
1156
Park Place Capital
Alabama
$1.39M -$448K -2,121 -24%
CFA
1157
Camarda Financial Advisors
Florida
$1.39M +$1.39M +6,568 New
MRCM
1158
M&R Capital Management
New Jersey
$1.37M +$421K +1,994 +44%
MCCP
1159
Mission Creek Capital Partners
California
$1.37M +$121K +573 +10%
JCM
1160
Jacobi Capital Management
Pennsylvania
$1.37M +$24.1K +114 +2%
VFA
1161
Voya Financial Advisors
Connecticut
$1.37M +$95.7K +455 +8%
FCB
1162
First County Bank
Connecticut
$1.37M +$69.5K +329 +5%
CT
1163
Columbia Trust
Oregon
$1.36M -$60.8K -288 -4%
OAM
1164
Occidental Asset Management
California
$1.36M – – –
RAM
1165
Redmond Asset Management
Virginia
$1.36M -$14.4K -68 -1%
PVI
1166
Pine Valley Investments
New Jersey
$1.36M -$16.5K -78 -1%
SWMG
1167
Signature Wealth Management Group
Georgia
$1.36M -$106K -501 -7%
GWMIA
1168
Global Wealth Management Investment Advisory
Florida
$1.35M -$715K -3,384 -35%
NBT
1169
Northwest Bank & Trust
Iowa
$1.35M +$1.35M +6,377 New
MFS
1170
Mirabella Financial Services
United Kingdom
$1.35M +$384K +1,818 +40%
ES
1171
Eagle Strategies
New York
$1.35M -$43.5K -206 -3%
LSPW
1172
Lake Street Private Wealth
Illinois
$1.34M +$1.04M +4,904 +336%
CCG
1173
Ceeto Capital Group
Florida
$1.34M +$97.2K +460 +8%
KMWM
1174
Keudell/Morrison Wealth Management
Oregon
$1.34M -$58.9K -279 -4%
LJAC
1175
L.J. Altfest & Co
New York
$1.34M -$12.5K -59 -0.9%
45 46
47
48 49