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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 %
MME
1451
Meag Munich Ergo
Germany
$708K +$460K +2,177 +186%
ACH
1452
ArrowMark Colorado Holdings
Colorado
$701K – – –
SCA
1453
STALEY CAPITAL ADVISERS
Pennsylvania
$697K +$2.11K +10 +0.3%
V
1454
ViaWealth
Kansas
$695K -$10.6K -50 -1%
OCM
1455
Osterweis Capital Management
California
$694K +$570K +2,700 +463%
FF
1456
Friedenthal Financial
New Jersey
$693K +$693K +3,281 New
MCA
1457
Magnolia Capital Advisors
Mississippi
$692K +$41.2K +195 +6%
DF
1458
Donoghue Forlines
Massachusetts
$690K +$141K +668 +26%
IDBONY
1459
Israel Discount Bank of New York
New York
$690K -$168K -797 -20%
GC
1460
Gilbert & Cook
Iowa
$690K +$205K +971 +42%
WC
1461
Weil Company
California
$690K -$1.9K -9 -0.3%
LAM
1462
Lingohr Asset Management
Germany
$689K – – –
FPCP
1463
Fort Point Capital Partners
California
$686K +$36.1K +171 +6%
EW
1464
Evoke Wealth
California
$685K -$9.17M -43,421 -93%
VWA
1465
Visionary Wealth Advisors
Illinois
$684K -$12.9K -61 -2%
SFS
1466
Stiles Financial Services
Minnesota
$682K -$2.11K -10 -0.3%
RMDI
1467
R.M. Davis Inc
Maine
$679K +$3.8K +18 +0.6%
OW
1468
Olistico Wealth
Oklahoma
$678K +$100K +475 +17%
XF
1469
XML Financial
Maryland
$675K +$8.45K +40 +1%
Point72 Asset Management
1470
Point72 Asset Management
Connecticut
$673K -$281M -1,328,167 -100%
ANBT
1471
American National Bank & Trust
Texas
$673K – – –
MSWM
1472
McGlone Suttner Wealth Management
Wisconsin
$669K +$21.6K +102 +3%
MW
1473
Marcum Wealth
Ohio
$668K -$15K -71 -2%
AIM
1474
Allen Investment Management
New York
$668K -$6.25M -29,563 -90%
MS
1475
Mizuho Securities
Japan
$668K +$82.4K +390 +14%
57 58
59
60 61