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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 %
ACS
1176
Archford Capital Strategies
Illinois
$1.34M +$16K +71 +1%
KIA
1177
Knollwood Investment Advisory
Maryland
$1.34M +$1.04M +4,939 +355%
FMLI
1178
Fukoku Mutual Life Insurance
Japan
$1.33M +$216K +1,023 +19%
TSW
1179
Thompson Siegel & Walmsley
Virginia
$1.33M +$317K +1,500 +31%
VSQM
1180
V-Square Quantitative Management
Illinois
$1.33M +$17.1K +81 +1%
TPWA
1181
TRUE Private Wealth Advisors
Oregon
$1.33M -$21.8K -103 -2%
RPC
1182
Rossmore Private Capital
Connecticut
$1.32M -$1.27K -6 -0.1%
AB
1183
Atlas Brown
Kentucky
$1.32M +$9.3K +44 +0.7%
LS
1184
Leelyn Smith
Illinois
$1.32M +$6.97K +33 +0.5%
WWM
1185
Western Wealth Management
Colorado
$1.32M +$87.5K +414 +7%
CG
1186
Cynosure Group
Utah
$1.31M +$1.31M +6,220 New
FPF
1187
First Pacific Financial
Washington
$1.3M -$20.1K -95 -2%
ESCM
1188
Echo Street Capital Management
New York
$1.3M +$523K +2,477 +67%
ATWA
1189
Arbor Trust Wealth Advisors
Michigan
$1.3M +$78.2K +370 +6%
PMG
1190
ProVise Management Group
Florida
$1.29M +$28.9K +137 +2%
MAM
1191
Morse Asset Management
Connecticut
$1.28M +$562K +2,662 +78%
IIM
1192
InTrack Investment Management
Vermont
$1.28M +$1.28M +6,073 New
SMH
1193
Sanders Morris Harris
Texas
$1.28M +$1.28M +6,061 New
SC
1194
Saturna Capital
Washington
$1.27M +$207K +980 +19%
EWA
1195
EverSource Wealth Advisors
Alabama
$1.27M +$71K +336 +6%
TAM
1196
Trillium Asset Management
Massachusetts
$1.27M -$267K -1,265 -17%
ACM
1197
Absolute Capital Management
Pennsylvania
$1.27M +$1.27M +6,001 New
PIMJS
1198
PKO Investment Management Joint-Stock
Poland
$1.27M -$845K -4,000 -40%
COCM
1199
Charter Oak Capital Management
New Hampshire
$1.26M +$28.3K +134 +2%
RGI
1200
River Global Investors
United Kingdom
$1.26M +$33.8K +160 +3%
46 47
48
49 50