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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 %
BL
1226
Balentine LLC
Georgia
$1.2M +$68K +322 +6%
HVM
1227
Harvest Volatility Management
Connecticut
$1.2M +$36.5K +173 +3%
YIH
1228
Y-Intercept (HK)
Hong Kong
$1.2M +$1.2M +5,671 New
KCM
1229
KRS Capital Management
Michigan
$1.2M +$11.2K +53 +0.9%
BSW
1230
Buckingham Strategic Wealth
Missouri
$1.19M +$138K +652 +13%
BI
1231
Ballast Inc
Kentucky
$1.19M +$57.7K +273 +5%
TWM
1232
Thrive Wealth Management
Pennsylvania
$1.19M +$17.3K +82 +1%
MCM
1233
Mainstay Capital Management
Michigan
$1.19M -$48.6K -230 -4%
AWA
1234
Alta Wealth Advisors
Massachusetts
$1.19M -$17.5K -83 -1%
SCP
1235
Shorepoint Capital Partners
Massachusetts
$1.18M +$79.6K +377 +7%
EIA
1236
Eastover Investment Advisors
North Carolina
$1.18M +$1.18M +5,576 New
CPIA
1237
Cornell Pochily Investment Advisors
New York
$1.18M -$2.11K -10 -0.2%
CFG
1238
Carr Financial Group
Massachusetts
$1.18M -$111K -525 -9%
LAI
1239
Legal Advantage Investments
California
$1.18M +$109K +515 +10%
NP
1240
NorthRock Partners
Minnesota
$1.18M -$95.7K -453 -8%
OPW
1241
Oxler Private Wealth
New York
$1.17M – – –
SJIM
1242
St. Johns Investment Management
Florida
$1.17M -$4.86K -23 -0.4%
CI
1243
CX Institutional
Indiana
$1.17M +$75.8K +359 +7%
LWM
1244
Laidlaw Wealth Management
New York
$1.17M -$312K -1,478 -21%
WA
1245
Wambolt & Associates
Colorado
$1.16M +$215 +167 +0%
FIM
1246
Freedom Investment Management
Connecticut
$1.16M -$42.9K -203 -4%
SM
1247
Sciencast Management
New Jersey
$1.16M +$1.16M +5,481 New
RCAG
1248
Rehmann Capital Advisory Group
Michigan
$1.15M -$48.4K -229 -4%
CHAM
1249
Clear Harbor Asset Management
Connecticut
$1.15M +$36.3K +172 +3%
AWA
1250
Aaron Wealth Advisors
Illinois
$1.15M +$38K +180 +3%
48 49
50
51 52