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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 %
ESB
1351
Essex Savings Bank
Connecticut
$914K -$116K -547 -11%
MFP
1352
Meridian Financial Partners
Virginia
$912K +$20.5K +90 +2%
CW
1353
CIC Wealth
Maryland
$910K -$211 -1 -0%
1SB
1354
1ST Source Bank
Indiana
$909K -$26.2K -124 -3%
IRC
1355
Investors Research Corp
Georgia
$906K – – –
SFCL
1356
Strengthening Families & Communities LLC
Massachusetts
$898K +$422K +1,999 +89%
CWM
1357
Chemistry Wealth Management
New York
$895K +$20.3K +96 +2%
GLR
1358
Great Lakes Retirement
Ohio
$893K -$21.6K -102 -2%
6F
1359
626 Financial
Michigan
$891K -$15.2K -72 -2%
AC
1360
Avestar Capital
New York
$886K +$63.8K +302 +8%
RBC
1361
Romano Brothers & Co
Illinois
$883K +$21.1K +100 +2%
WJWM
1362
Williams Jones Wealth Management
New York
$874K -$205K -972 -19%
CBT
1363
Central Bank & Trust
Kentucky
$874K +$98.4K +466 +13%
PIA
1364
Perennial Investment Advisors
California
$872K -$27.2K -129 -3%
AWM
1365
Avitas Wealth Management
California
$871K -$12.5K -59 -1%
DFCM
1366
Dark Forest Capital Management
Puerto Rico
$871K +$871K +4,123 New
KLCM
1367
KG&L Capital Management
Louisiana
$864K -$116K -549 -12%
FUBT
1368
First United Bank & Trust
Maryland
$863K -$8.45K -40 -1%
SRC
1369
Sage Rhino Capital
California
$863K +$7.18K +34 +0.8%
JE
1370
JMAC Enterprises
Pennsylvania
$863K -$5.28K -25 -0.6%
JSL
1371
JT Stratford LLC
Georgia
$862K +$632K +2,992 +274%
MSAM
1372
Moloney Securities Asset Management
Missouri
$862K +$24.5K +116 +3%
PP
1373
PDS Planning
Ohio
$857K +$148K +699 +21%
NAMP
1374
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$851K -$93.4K -442 -10%
FCA
1375
FinTrust Capital Advisors
South Carolina
$850K – – –
53 54
55
56 57