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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 %
OFS
1526
OneAscent Financial Services
Alabama
$599K +$599K +2,834 New
HIF
1527
Hill Island Financial
Michigan
$599K – – –
EB
1528
Eastern Bank
Massachusetts
$598K -$69.9K -331 -10%
MCC
1529
Malaga Cove Capital
California
$598K -$38.9K -184 -6%
AFG
1530
Atomi Financial Group
New York
$598K +$104K +493 +21%
SCI
1531
S&CO Inc
Massachusetts
$595K – – –
ECG
1532
EPIQ Capital Group
California
$595K – – –
LHC
1533
Little House Capital
Massachusetts
$590K +$4.01K +19 +0.7%
CAM
1534
CenterStar Asset Management
Illinois
$590K +$590K +2,792 New
VFG
1535
V2 Financial group
Illinois
$589K -$423 -2 -0.1%
HTC
1536
Haverford Trust Company
Pennsylvania
$589K +$22K +104 +4%
TFGT
1537
TS Financial Group (TSFG)
Illinois
$587K +$8.67K +41 +1%
CAM
1538
Carret Asset Management
New York
$586K – – –
PFBT
1539
Parkside Financial Bank & Trust
Missouri
$583K -$1.48K -7 -0.3%
MC
1540
Mathes Company
New York
$581K +$581K +2,752 New
CF
1541
Cantor Fitzgerald
New York
$581K +$581K +2,750 New
NFSG
1542
Newbridge Financial Services Group
Florida
$579K +$73.9K +350 +15%
AWM
1543
Angeles Wealth Management
California
$579K +$24.9K +118 +4%
BWA
1544
Blodgett Wealth Advisors
California
$577K -$82.4K -390 -13%
NL
1545
NWAM LLC
Washington
$573K +$44.6K +211 +8%
AA
1546
Alta Advisers
United Kingdom
$570K – – –
DA
1547
Dover Advisors
Virginia
$569K +$4.01K +19 +0.7%
KC
1548
Knuff & Co
California
$568K – – –
GA
1549
GraniteShares Advisors
New York
$567K -$49.2K -233 -8%
FC
1550
Fulcrum Capital
Washington
$567K -$229K -1,086 -29%
60 61
62
63 64