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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 %
KTM
1201
Keeler Thomas Management
Utah
$1.26M -$95.7K -453 -7%
CI
1202
Conning Inc
Connecticut
$1.26M -$182K -860 -13%
SSI
1203
Scott & Selber Inc
Texas
$1.25M -$1.9K -9 -0.2%
AWM
1204
Axxcess Wealth Management
California
$1.25M -$707K -3,346 -36%
GI
1205
GAMCO Investors
Connecticut
$1.25M +$122K +578 +11%
IIM
1206
Ironwood Investment Management
Massachusetts
$1.25M -$23.5K -111 -2%
WAG
1207
Wallace Advisory Group
California
$1.25M – – –
BAM
1208
Bosun Asset Management
Illinois
$1.24M +$18.2K +86 +1%
WRPWM
1209
Werba Rubin Papier Wealth Management
California
$1.24M +$5.92K +28 +0.5%
RCA
1210
Riverview Capital Advisers
Massachusetts
$1.24M +$8.66K +41 +0.7%
NCGI
1211
Next Century Growth Investors
Minnesota
$1.23M -$258K -1,220 -17%
FMTC
1212
Farmers & Merchants Trust Company
California
$1.23M +$23.9K +113 +2%
CT
1213
Chicago Trust
Illinois
$1.22M +$138K +651 +13%
DCM
1214
Donaldson Capital Management
Indiana
$1.22M -$125K -594 -9%
CCB
1215
Country Club Bank
Missouri
$1.22M +$10.5K +50 +0.9%
IP
1216
Intellectus Partners
California
$1.22M -$1.07M -5,079 -47%
JGCM
1217
Joseph Group Capital Management
Ohio
$1.21M +$93.2K +441 +8%
PL
1218
Plancorp LLC
Missouri
$1.21M +$312K +1,479 +35%
SWM
1219
Segment Wealth Management
Texas
$1.21M +$7.82K +37 +0.6%
AFG
1220
Albion Financial Group
Utah
$1.21M -$235K -1,114 -16%
CWAG
1221
Compton Wealth Advisory Group
Virginia
$1.21M +$4.23K +20 +0.4%
CIA
1222
Capital Investment Advisors
Georgia
$1.21M -$34K -161 -3%
CL
1223
Choreo LLC
Illinois
$1.21M -$66.8K -316 -5%
DP
1224
Dearborn Partners
Illinois
$1.2M +$4.65K +22 +0.4%
RCG
1225
Regatta Capital Group
California
$1.2M -$68.5K -324 -5%
47 48
49
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