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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
$1.5B
2
Capital World Investors
Capital World Investors
California
$4.07B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.32B
4
Winslow Capital Management
Winslow Capital Management
Minnesota
$496M
5
Jennison Associates
Jennison Associates
New York
$1.92B

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$38.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.2B
3
Harris Associates
Harris Associates
Illinois
$1.07B
4
Polen Capital Management
Polen Capital Management
Florida
$1.67B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$2.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
HL
101
Harding Loevner
New Jersey
$225M -$44.4M -210,389 -16%
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$214M -$7.96M -37,697 -4%
TG
103
TCW Group
California
$212M +$20.9M +98,832 +11%
William Blair Investment Management
104
William Blair Investment Management
Illinois
$212M -$9.79M -46,359 -4%
RJFSA
105
Raymond James Financial Services Advisors
Florida
$206M -$1.74M -8,238 -0.8%
Canada Pension Plan Investment Board
106
Canada Pension Plan Investment Board
Ontario, Canada
$203M +$52.7M +249,413 +35%
TA
107
Trivest Advisors
Hong Kong
$201M +$149M +707,000 +289%
Mitsubishi UFJ Asset Management
108
Mitsubishi UFJ Asset Management
Japan
$200M +$10.2M +48,490 +5%
DVI
109
Deccan Value Investors
Connecticut
$197M -$10.4M -49,200 -5%
Adage Capital Partners
110
Adage Capital Partners
Massachusetts
$191M -$20.3M -95,900 -10%
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$191M +$13.9M +65,913 +8%
VNIM
112
Vaughan Nelson Investment Management
Texas
$190M -$38.2M -180,863 -17%
Citigroup
113
Citigroup
New York
$190M -$48.9M -231,505 -20%
Ensign Peak Advisors
114
Ensign Peak Advisors
Utah
$190M +$33.7M +159,295 +22%
AQR Capital Management
115
AQR Capital Management
Connecticut
$189M +$34.8M +164,579 +23%
Flossbach Von Storch
116
Flossbach Von Storch
Germany
$184M -$14.4M -68,278 -7%
APG Asset Management
117
APG Asset Management
Netherlands
$182M -$3.44M -17,765 -2%
Robeco Institutional Asset Management
118
Robeco Institutional Asset Management
Netherlands
$182M +$30.8M +145,664 +20%
ROIC
119
Route One Investment Company
California
$179M – – –
ATO
120
Alecta Tjanstepension Omsesidigt
Sweden
$177M – – –
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$173M -$34.3M -162,468 -17%
Renaissance Technologies
122
Renaissance Technologies
New York
$173M +$173M +817,728 New
William Blair & Company
123
William Blair & Company
Illinois
$172M -$1.95M -9,250 -1%
A
124
AustralianSuper
Australia
$172M +$13.2M +62,556 +8%
Canada Life
125
Canada Life
Manitoba, Canada
$171M -$6.48M -30,501 -4%
3 4
5
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