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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 %
RWB
1426
RMR Wealth Builders
New Jersey
$758K -$248K -1,176 -25%
EWM
1427
Empirical Wealth Management
Washington
$757K -$57.5K -272 -7%
LCM
1428
LCM Capital Management
Illinois
$756K +$9.3K +44 +1%
LIG
1429
Lokken Investment Group
Delaware
$756K +$756K +3,578 New
CWM
1430
Congress Wealth Management
Massachusetts
$755K -$77.7K -368 -9%
AWAG
1431
ARS Wealth Advisors Group
Florida
$746K -$175K -830 -19%
DC
1432
Davenport & Co
Virginia
$742K +$27.3K +129 +4%
CCFP
1433
Charles Carroll Financial Partners
Massachusetts
$739K +$739K +3,500 New
FI
1434
Financial Insights
Washington
$738K +$244K +1,153 +49%
TA
1435
Tectonic Advisors
Texas
$736K -$223K -1,057 -23%
BC
1436
Bowman & Company
Wisconsin
$733K +$23.2K +110 +3%
OHIS
1437
Oak Harvest Investment Services
Texas
$733K -$4.17M -19,729 -85%
CFP
1438
Catalyst Financial Partners
Massachusetts
$724K +$91.1K +431 +14%
PSP
1439
Principal Street Partners
Tennessee
$724K +$12K +57 +2%
CIG
1440
Cascade Investment Group
Colorado
$723K – – –
KIA
1441
Kraematon Investment Advisors
Massachusetts
$722K -$39.1K -185 -5%
MFA
1442
Mayflower Financial Advisors
Massachusetts
$720K +$53K +251 +8%
FB
1443
First Bancorp
Maine
$719K -$34.6K -164 -5%
EFG
1444
Everhart Financial Group
Ohio
$716K +$88.9K +421 +14%
GC
1445
GFG Capital
Florida
$715K -$210K -992 -23%
PAG
1446
Private Advisory Group
Washington
$712K +$365K +1,729 +105%
CWA
1447
Consilium Wealth Advisory
Texas
$712K +$130K +616 +22%
HIM
1448
Hillsdale Investment Management
Ontario, Canada
$711K -$6.34K -30 -0.9%
CCS
1449
Concentric Capital Strategies
Connecticut
$710K -$2.47M -11,702 -78%
CWM
1450
Calamos Wealth Management
Illinois
$709K -$105K -496 -13%
56 57
58
59 60