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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 %
MTWM
1551
Masso Torrence Wealth Management
New Jersey
$564K +$8.45K +40 +2%
SGA
1552
Seaport Global Advisors
Massachusetts
$559K -$217K -1,028 -28%
FFA
1553
First Foundation Advisors
California
$558K -$202K -955 -27%
ACI
1554
Alpha Cubed Investments
California
$557K +$14.4K +68 +3%
RIP
1555
RAM Investment Partners
Washington
$555K +$29.4K +139 +6%
SQA
1556
Simon Quick Advisors
New Jersey
$554K +$28.9K +137 +6%
AFM
1557
Abbot Financial Management
Massachusetts
$553K -$31.7K -150 -5%
CPRC
1558
Consolidated Portfolio Review Corp
New York
$551K +$14.4K +68 +3%
KP
1559
Keel Point
Alabama
$550K +$44.6K +211 +9%
VWM
1560
Vigilare Wealth Management
Arizona
$549K -$107K -508 -16%
GSC
1561
Grey Street Capital
Illinois
$549K +$549K +2,600 New
FWP
1562
FAS Wealth Partners
Kansas
$547K +$4.44K +21 +0.8%
CC
1563
Corton Capital
Ontario, Canada
$546K -$47.5K -225 -8%
KFI
1564
Key Financial Inc
Pennsylvania
$542K +$12.7K +60 +2%
IHL
1565
Investment House LLC
California
$541K -$210K -995 -28%
WCFA
1566
Walkner Condon Financial Advisors
Wisconsin
$541K -$8.45K -40 -2%
ICP
1567
Interchange Capital Partners
Pennsylvania
$540K -$382K -1,809 -41%
CFG
1568
Citizens Financial Group
Rhode Island
$537K -$398K -1,882 -43%
JIP
1569
Jaffetilchin Investment Partners
Florida
$537K +$51.5K +244 +11%
AIM
1570
Anchor Investment Management
South Carolina
$534K +$48K +227 +10%
LSA
1571
Lion Street Advisors
Texas
$533K +$167K +557 +46%
HCM
1572
Hengehold Capital Management
Ohio
$529K +$48.4K +229 +10%
QC
1573
Quent Capital
New York
$529K +$17.1K +81 +3%
TCA
1574
Troluce Capital Advisors
Puerto Rico
$528K +$528K +2,500 New
LAM
1575
L2 Asset Management
Massachusetts
$528K +$41.8K +198 +9%
61 62
63
64 65