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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 %
WA
1401
Waverly Advisors
Alabama
$804K +$496K +2,347 +161%
SIG
1402
Sky Investment Group
Connecticut
$803K -$10.6K -50 -1%
BWM
1403
BigSur Wealth Management
Florida
$803K -$127K -600 -14%
T
1404
TRUADVICE
Florida
$802K +$251K +1,207 +46%
CA
1405
Claro Advisors
Massachusetts
$801K +$29.2K +138 +4%
GT
1406
Glenview Trust
Kentucky
$797K +$65.3K +309 +9%
HAG
1407
HF Advisory Group
Maryland
$795K -$17.5K -83 -2%
VBCG
1408
Valley Brook Capital Group
Pennsylvania
$794K -$8.45K -40 -1%
SMFG
1409
Sumitomo Mitsui Financial Group
Japan
$790K +$203K +963 +34%
CFGS
1410
Concourse Financial Group Securities
Alabama
$786K -$8.66K -41 -1%
SVCP
1411
Silicon Valley Capital Partners
California
$784K +$9.93K +47 +1%
RTC
1412
Riverview Trust Company
Washington
$783K -$15K -71 -2%
DC
1413
DeDora Capital
California
$782K +$108K +512 +16%
FW
1414
FirstPurpose Wealth
Utah
$777K -$162K -766 -17%
SWM
1415
Seed Wealth Management
Illinois
$771K – – –
1IA
1416
1834 Investment Advisors
Wisconsin
$768K +$203K +963 +36%
NAS
1417
Nicolet Advisory Services
Wisconsin
$767K +$41.6K +198 +6%
CQS
1418
Credential Qtrade Securities
$766K -$13.7K -65 -2%
PTP
1419
Platform Technology Partners
New York
$765K +$3.1K +14 +0.4%
AC
1420
Allstate Corporation
Illinois
$765K +$1.69K +8 +0.2%
HH
1421
Hilltop Holdings
Texas
$764K -$6.55K -31 -0.9%
AP
1422
Americana Partners
Texas
$762K +$417K +1,975 +121%
TPA
1423
Trivium Point Advisory
Connecticut
$761K -$21.3K -101 -3%
IIM
1424
Ipswich Investment Management
Massachusetts
$761K -$4.23K -20 -0.6%
BWA
1425
Bordeaux Wealth Advisors
California
$760K -$15.2K -72 -2%
55 56
57
58 59