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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 %
HL
1576
HeadInvest LLC
Maine
$528K +$209 +1 +0%
MCP
1577
Mirador Capital Partners
California
$527K -$2.92M -13,825 -85%
WTA
1578
Washington Trust Advisors
Massachusetts
$526K +$17.1K +81 +3%
NRC
1579
New Republic Capital
North Carolina
$526K -$113K -536 -18%
SC
1580
Solstein Capital
California
$525K +$18.2K +86 +4%
I
1581
InceptionR
California
$524K +$152K +720 +41%
ST
1582
Smithfield Trust
Pennsylvania
$524K +$64.5K +306 +14%
HBW
1583
Hazlett, Burt & Watson
West Virginia
$519K +$9.28K +44 +2%
GI
1584
Gradient Investments
Minnesota
$517K +$177K +840 +52%
SAG
1585
SageView Advisory Group
California
$517K +$28.9K +137 +6%
Wealth Enhancement Advisory Services
1586
Wealth Enhancement Advisory Services
Minnesota
$516K -$179K -847 -26%
BWP
1587
BSW Wealth Partners
Colorado
$515K +$2.75K +13 +0.5%
VCM
1588
Virtue Capital Management
Tennessee
$514K -$13.3K -62 -3%
KA
1589
Kozak & Associates
Colorado
$514K – – –
AR
1590
Advisory Research
Illinois
$512K +$512K +2,422 New
ACM
1591
Allred Capital Management
Texas
$511K -$40.4K -191 -7%
CIA
1592
Choate Investment Advisors
Massachusetts
$510K +$270K +1,280 +113%
MA
1593
Montag & Associates
Georgia
$509K -$22K -104 -4%
SIA
1594
Soltis Investment Advisors
Utah
$509K +$146K +691 +40%
AF
1595
Advisornet Financial
Minnesota
$509K -$37K -175 -7%
ARC
1596
Advisor Resource Council
Texas
$507K +$206K +973 +68%
SI
1597
Symmetry Investments
Jersey
$507K +$507K +2,400 New
PWP
1598
Perfromance Wealth Partners
Illinois
$507K -$38.9K -182 -7%
SMA
1599
Sage Mountain Advisors
Georgia
$507K +$44.8K +212 +10%
AP
1600
Adero Partners
California
$506K -$143K -676 -22%
62 63
64
65 66