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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 %
FNBT
1501
FineMark National Bank & Trust
Florida
$626K -$2.32K -11 -0.4%
PFGIA
1502
Patriot Financial Group Insurance Agency
Massachusetts
$626K -$37K -175 -6%
BC
1503
Bridgefront Capital
Texas
$620K +$620K +2,937 New
DSCM
1504
Del-Sette Capital Management
New York
$620K +$620K +2,936 New
AFT
1505
Alpha Family Trust
California
$620K – – –
KIC
1506
Kensington Investment Counsel
California
$620K +$26.4K +125 +4%
DWM
1507
Drive Wealth Management
Utah
$619K -$36.5K -173 -6%
BCM
1508
Bienville Capital Management
New York
$618K – – –
TP
1509
Tranquility Partners
Tennessee
$618K – – –
PWMAG
1510
Pinnacle Wealth Management Advisory Group
New Jersey
$617K -$30.8K -146 -5%
PWP
1511
Pursue Wealth Partners
California
$617K +$2.11K +10 +0.3%
JCM
1512
Janney Capital Management
Pennsylvania
$615K +$13.3K +63 +2%
RIA
1513
Realta Investment Advisors
Delaware
$615K -$47.1K -223 -7%
PCM
1514
Prelude Capital Management
New York
$613K +$194K +918 +46%
SPA
1515
Sherbrooke Park Advisers
New York
$613K +$613K +2,900 New
FCA
1516
FLC Capital Advisors
California
$612K – – –
SSWM
1517
Strait & Sound Wealth Management
California
$609K -$230K -1,091 -27%
AP
1518
Appleton Partners
Massachusetts
$609K -$7.4K -35 -1%
CF
1519
Copperwynd Financial
Arizona
$607K -$2.08M -9,865 -77%
TA
1520
TFG Advisers
Michigan
$607K +$6.34K +30 +1%
LA
1521
Legacy Advisors
Pennsylvania
$606K +$57.7K +273 +11%
QC
1522
QCM Cayman
Texas
$606K +$606K +2,869 New
JWS
1523
Juncture Wealth Strategies
Arizona
$605K +$605K +2,862 New
IC
1524
Inscription Capital
Texas
$601K -$52.6K -249 -8%
APC
1525
Aspire Private Capital
North Carolina
$600K +$557K +2,638 +1,319%
59 60
61
62 63