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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 %
BIP
1476
Blueprint Investment Partners
North Carolina
$667K -$242K -1,146 -27%
LB
1477
Leo Brokerage
Texas
$666K -$154K -727 -19%
SIM
1478
Studio Investment Management
Illinois
$661K -$2.75K -13 -0.4%
OP
1479
ORG Partners
Indiana
$661K +$661K +3,127 New
DCM
1480
Dudley Capital Management
Virginia
$657K – – –
WPW
1481
Watershed Private Wealth
Illinois
$656K -$43.5K -206 -6%
CPC
1482
Congress Park Capital
New York
$656K -$31.7K -150 -5%
FMWA
1483
Forvis Mazars Wealth Advisors
Missouri
$655K +$19.4K +92 +3%
PA
1484
Probity Advisors
Texas
$654K +$654K +3,097 New
FFS
1485
Founders Financial Securities
Maryland
$652K +$26.6K +126 +4%
CP
1486
Covenant Partners
Tennessee
$652K – – –
AC
1487
Avory & Company
Florida
$649K -$162K -767 -20%
BWM
1488
Baron Wealth Management
Michigan
$649K +$5.07K +24 +0.8%
ICG
1489
InterOcean Capital Group
Tennessee
$645K -$14.8K -70 -2%
GFP
1490
Gryphon Financial Partners
Ohio
$645K +$26.4K +125 +4%
CM
1491
Corvex Management
New York
$641K -$4.31M -20,400 -87%
CIP
1492
Convergence Investment Partners
Florida
$640K +$277K +1,313 +76%
AC
1493
AlphaCore Capital
California
$638K +$30.6K +145 +5%
GF
1494
Gabelli Funds
New York
$638K -$43.3K -205 -6%
DC
1495
Diametric Capital
Massachusetts
$636K +$636K +3,012 New
KFA
1496
Kapstone Financial Advisors
Ohio
$635K -$53.8K -240 -8%
SIC
1497
Sterling Investment Counsel
New York
$635K +$16.3K +77 +3%
SIMG
1498
Sonora Investment Management Group
Arizona
$632K +$138K +651 +28%
GKWIM
1499
Gerber Kawasaki Wealth & Investment Management
California
$632K +$53.7K +254 +9%
RC
1500
Rovin Capital
Arizona
$629K -$8.03K -38 -1%
58 59
60
61 62