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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 %
AF
1276
Aldebaran Financial
$1.08M -$270K -1,277 -20%
RMAM
1277
Raab & Moskowitz Asset Management
New Jersey
$1.08M -$423 -2 -0%
WEG
1278
World Equity Group
Illinois
$1.08M -$3.92M -18,563 -78%
IIM
1279
Intact Investment Management
Quebec, Canada
$1.08M – – –
LFM
1280
Lumina Fund Management
New York
$1.08M – – –
NW
1281
Naviter Wealth
Arkansas
$1.07M +$77.1K +365 +8%
GPA
1282
Guerra Pan Advisors
New Jersey
$1.07M +$1.48K +7 +0.1%
VIM
1283
VELA Investment Management
Ohio
$1.06M – – –
FRM
1284
Fox Run Management
Connecticut
$1.06M +$1.06M +5,018 New
VWM
1285
Venturi Wealth Management
Texas
$1.06M +$419K +1,981 +65%
9WM
1286
9258 Wealth Management
Ohio
$1.06M +$71.6K +339 +7%
TWI
1287
Thomas White International
Illinois
$1.06M – – –
MUAMU
1288
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.06M -$2.75M -13,000 -72%
SG
1289
StoneX Group
New York
$1.05M +$32.1K +152 +3%
LB
1290
Legacy Bridge
Iowa
$1.05M +$26.4K +125 +3%
LCM
1291
Landscape Capital Management
New Jersey
$1.05M -$85.8K -406 -8%
GDP
1292
Great Diamond Partners
Maine
$1.05M +$243K +1,149 +30%
AI
1293
Atom Investors
Texas
$1.05M +$266K +1,259 +34%
RA
1294
RFG Advisory
Alabama
$1.05M +$181K +859 +21%
WWM
1295
Wolff Wiese Magana
California
$1.05M -$8.03K -38 -0.8%
CC
1296
Claybrook Capital
Massachusetts
$1.05M -$21.1K -100 -2%
PAM
1297
Paradigm Asset Management
New York
$1.05M +$951K +4,500 +1,000%
ANTB
1298
AMG National Trust Bank
Colorado
$1.05M +$666K +3,152 +176%
IAIM
1299
International Assets Investment Management
Florida
$1.04M -$83.9K -397 -7%
BWM
1300
BerganKDV Wealth Management
Minnesota
$1.04M +$79.4K +376 +8%
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