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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 %
KJHP
1376
K.J. Harrison & Partners
Ontario, Canada
$847K +$215K +1,023 +34%
HIP
1377
HUB Investment Partners
Texas
$845K -$31.9K -151 -4%
HSA
1378
HBK Sorce Advisory
Pennsylvania
$845K -$6.76K -32 -0.8%
CCIA
1379
Campbell & Co Investment Adviser
Maryland
$842K +$842K +3,987 New
VAFP
1380
Vahanian & Associates Financial Planning
New York
$842K +$397K +1,880 +89%
NPA
1381
Nichols & Pratt Advisers
Massachusetts
$841K +$528K +2,500 +169%
BFW
1382
Brady Family Wealth
Missouri
$836K +$1.27K +6 +0.2%
SIM
1383
Sentry Investment Management
Wisconsin
$834K -$117K -555 -12%
BDFN
1384
Bond & Devick Financial Network
Minnesota
$834K -$10.6K -50 -1%
TYCC
1385
Texas Yale Capital Corp
Florida
$833K -$46.9K -222 -5%
MFG
1386
Midwest Financial Group
Kansas
$832K – – –
VEA
1387
Virtus ETF Advisers
New York
$827K +$827K +3,916 New
MS
1388
Maven Securities
Jersey
$827K +$827K +3,916 New
FFA
1389
Farther Finance Advisors
California
$825K +$68.4K +324 +9%
AAM
1390
Augustine Asset Management
Florida
$818K +$1.06K +5 +0.1%
LFA
1391
Legacy Financial Advisors
Kentucky
$818K +$76.9K +364 +10%
WG
1392
Winton Group
United Kingdom
$817K +$817K +3,866 New
RWA
1393
Ropes Wealth Advisors
Massachusetts
$815K +$30.2K +143 +4%
NDSI
1394
Newman Dignan & Sheerar Inc
Rhode Island
$814K -$9.72K -46 -1%
OIM
1395
Oder Investment Management
California
$813K -$57.3K -271 -7%
CBTWT
1396
Community Bank & Trust (Waco, Texas)
Texas
$812K +$6.55K +31 +0.8%
PI
1397
PFG Investments
New York
$811K +$27.9K +132 +4%
CFMC
1398
Curbstone Financial Management Corp
New Hampshire
$806K +$12.7K +60 +2%
SP
1399
Symmetry Partners
Connecticut
$805K – – –
GEA
1400
Glen Eagle Advisors
New Jersey
$805K +$2.75K +13 +0.3%
54 55
56
57 58