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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 %
SSWG
1326
Seven Springs Wealth Group
Tennessee
$986K +$88.1K +417 +10%
LCGC
1327
Legacy Capital Group California
California
$985K +$985K +4,661 New
GW
1328
GW & Wade
Massachusetts
$979K -$7.61K -36 -0.8%
EI
1329
Ellevest Inc
New York
$978K +$139K +659 +17%
NFG
1330
Nations Financial Group
Iowa
$976K +$16.3K +77 +2%
DP
1331
Denver PWM
Colorado
$975K +$856 +4 +0.1%
SIG
1332
Sargent Investment Group
Maryland
$971K +$7.39K +35 +0.8%
SSWM
1333
Smith Salley Wealth Management
North Carolina
$970K -$16.9K -80 -2%
SWS
1334
SYSTM Wealth Solutions
Illinois
$966K +$302K +1,430 +46%
HPC
1335
HM Payson & Co
Maine
$965K +$86.8K +411 +10%
MIM
1336
Moseley Investment Management
Florida
$963K -$37.2K -176 -4%
GA
1337
Geller Advisors
New York
$962K +$638K +3,022 +197%
FANJ
1338
Financial Architects (New Jersey)
New Jersey
$959K +$9.51K +45 +1%
WPWM
1339
Western Pacific Wealth Management
Illinois
$957K -$2.96K -14 -0.3%
MFS
1340
Monetta Financial Services
Illinois
$951K +$211K +1,000 +29%
BIM
1341
Bridges Investment Management
Nebraska
$944K -$815K -3,859 -46%
BL
1342
BFSG LLC
California
$944K +$35.3K +167 +4%
GAG
1343
Goodman Advisory Group
Massachusetts
$943K -$2.08M -9,862 -69%
RB
1344
Renasant Bank
Mississippi
$941K -$447K -2,117 -32%
CT
1345
Coastline Trust
Rhode Island
$940K +$940K +4,448 New
PA
1346
PSI Advisors
Florida
$936K -$169K -800 -15%
E
1347
Ergoteles
New York
$935K -$1.6M -7,595 -63%
WIS
1348
Wright Investors Service
Connecticut
$927K -$60K -284 -6%
AG
1349
Ascent Group
Virginia
$924K -$68.8K -325 -7%
ATPW
1350
Ashton Thomas Private Wealth
Arizona
$915K +$351K +1,660 +62%
52 53
54
55 56