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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 %
BPFA
1601
Barnes Pettey Financial Advisors
Mississippi
$504K -$84.5K -400 -14%
CWM
1602
Circle Wealth Management
New Jersey
$503K -$1.69K -8 -0.3%
CIC
1603
Carnegie Investment Counsel
Ohio
$499K -$27.9K -132 -5%
SHWM
1604
Silicon Hills Wealth Management
Texas
$496K – – –
CP
1605
Castleview Partners
Texas
$495K -$156K -739 -24%
GG
1606
Golden Green
South Carolina
$494K +$494K +2,340 New
RGC
1607
Roberts, Glore & Co
Illinois
$494K -$7.39K -35 -1%
SB
1608
Sunflower Bank
Texas
$494K -$2.54K -12 -0.5%
RPWA
1609
Regent Peak Wealth Advisors
Georgia
$492K -$9.3K -44 -2%
SC
1610
Sonen Capital
California
$490K -$132K -626 -21%
ACM
1611
AlphaStar Capital Management
North Carolina
$489K +$489K +2,315 New
CWA
1612
Clarus Wealth Advisors
Arizona
$487K +$487K +2,323 New
IWA
1613
IVC Wealth Advisors
Pennsylvania
$487K -$40.1K -190 -8%
BTW
1614
Boston Trust Walden
Massachusetts
$486K -$23K -109 -5%
PA
1615
Parkside Advisors
California
$486K -$26.2K -124 -5%
SICM
1616
Sustainable Insight Capital Management
New York
$486K +$22.6K +107 +5%
GSIAS
1617
Garden State Investment Advisory Services
New Jersey
$485K +$9.93K +47 +2%
SAM
1618
Synergy Asset Management
Washington
$483K +$47.1K +223 +11%
RFN
1619
Redwood Financial Network
Ohio
$482K +$18.4K +87 +4%
BOPW
1620
Brandywine Oak Private Wealth
Pennsylvania
$481K +$211 +1 +0%
RIA
1621
Regal Investment Advisors
Michigan
$480K -$126K -597 -21%
JFGIW
1622
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$478K +$127K +601 +36%
HWAM
1623
Hennion & Walsh Asset Management
New Jersey
$477K +$477K +2,256 New
GFG
1624
Greystone Financial Group
Michigan
$477K +$477K +2,257 New
GWM
1625
Greenwich Wealth Management
Connecticut
$476K – – –
63 64
65
66 67