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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 %
CFG
1301
Cooper Financial Group
California
$1.04M +$155K +736 +18%
PPW
1302
Parcion Private Wealth
Washington
$1.04M +$19.4K +92 +2%
P8IP
1303
Pier 88 Investment Partners
California
$1.04M -$2.87M -13,563 -73%
CAM
1304
Congress Asset Management
Massachusetts
$1.04M -$124K -585 -11%
EWA
1305
Exencial Wealth Advisors
Oklahoma
$1.04M -$84.1K -398 -8%
RWA
1306
Rainsberger Wealth Advisors
Colorado
$1.03M -$15K -71 -1%
DI
1307
Diligent Investors
California
$1.03M – – –
OWA
1308
Octavia Wealth Advisors
Ohio
$1.03M +$143K +676 +16%
FFN
1309
Focus Financial Network
Minnesota
$1.03M +$220K +1,042 +27%
CAMG
1310
CWA Asset Management Group
Florida
$1.03M +$78.8K +373 +8%
WAOI
1311
Wealth Advisors of Iowa
Iowa
$1.02M -$127K -602 -11%
HCM
1312
Highlander Capital Management
New Jersey
$1.02M -$84.5K -400 -8%
BCM
1313
Brown Capital Management
Maryland
$1.01M – – –
PFWA
1314
Paces Ferry Wealth Advisors
Georgia
$1.01M -$31.1K -147 -3%
RAG
1315
RIA Advisory Group
Iowa
$1.01M -$573K -2,714 -36%
FAG
1316
Fortitude Advisory Group
Washington
$1.01M -$99.3K -470 -9%
CWM
1317
Cornerstone Wealth Management
Missouri
$1M +$93.2K +441 +10%
GWSG
1318
GPS Wealth Strategies Group
Colorado
$999K -$347K -1,643 -26%
FCBT
1319
First Citizens Bank & Trust
North Carolina
$999K +$86.4K +409 +9%
BLC
1320
Brown, Lisle/Cummings
Rhode Island
$997K +$34.9K +165 +4%
OWP
1321
Old Well Partners
North Carolina
$993K – – –
AFS
1322
Aft Forsyth & Sober
Florida
$993K +$31.7K +150 +3%
PWM
1323
Peterson Wealth Management
Nevada
$991K +$991K +4,692 New
AAM
1324
Ascension Asset Management
New York
$991K +$991K +4,690 New
WIM
1325
Westside Investment Management
California
$987K -$12.7K -60 -1%
51 52
53
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