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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 %
SAM
1251
Secure Asset Management
Michigan
$1.14M +$15.4K +73 +1%
WP
1252
WealthSource Partners
California
$1.14M -$263K -1,245 -19%
KWA
1253
Kingswood Wealth Advisors
California
$1.14M +$1.14M +5,396 New
MCI
1254
MRP Capital Investments
Georgia
$1.14M +$1.14M +5,377 New
OCM
1255
Orion Capital Management
California
$1.13M +$6.55K +31 +0.6%
C
1256
Certuity
Florida
$1.13M +$88.3K +418 +8%
TIMH
1257
Tilt Investment Management Holdings
New York
$1.12M – – –
SIA
1258
Strategic Investment Advisors
Michigan
$1.12M +$735K +3,477 +190%
BOH
1259
Bank of Hawaii
Hawaii
$1.12M +$526K +2,490 +89%
BOM
1260
Bank of Marin
California
$1.12M -$45.6K -216 -4%
PMA
1261
Prudent Man Advisors
Illinois
$1.12M -$16.7K -79 -1%
CCG
1262
Coastwise Capital Group
California
$1.11M -$634K -3,000 -36%
PWPS
1263
Pinnacle Wealth Planning Services
Ohio
$1.11M -$101K -477 -8%
AA
1264
Argent Advisors
Louisiana
$1.1M +$52.6K +249 +5%
APP
1265
Avantax Planning Partners
Iowa
$1.1M -$30.6K -145 -3%
FCP
1266
Fidelis Capital Partners
Florida
$1.09M +$39.5K +187 +4%
CPM
1267
Connective Portfolio Management
New York
$1.09M -$1.31M -6,195 -55%
BAM
1268
Belpointe Asset Management
Nevada
$1.09M -$1.74M -8,253 -62%
ACM
1269
Ayrshire Capital Management
Connecticut
$1.09M +$15.2K +66 +1%
EWA
1270
Etesian Wealth Advisors
Oregon
$1.09M +$36.8K +174 +3%
OIS
1271
Okabena Investment Services
Minnesota
$1.09M +$1.09M +5,154 New
SAM
1272
Shikiar Asset Management
New York
$1.09M -$435K -2,060 -29%
CMI
1273
Clare Market Investments
Texas
$1.09M +$401K +1,898 +59%
AWA
1274
Arete Wealth Advisors
Illinois
$1.09M -$133K -628 -11%
EAM
1275
EFG Asset Management
Oregon
$1.08M -$236K -1,118 -18%
49 50
51
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