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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 %
NWA
1626
New World Advisors
Massachusetts
$476K -$134K -636 -22%
WI
1627
WBI Investments
New Jersey
$475K +$475K +2,247 New
FFC
1628
First Financial Corp
Indiana
$473K -$18.4K -87 -4%
VNA
1629
Valley National Advisers
Pennsylvania
$473K +$23K +109 +5%
PWM
1630
Prentice Wealth Management
New York
$472K +$845 +4 +0.2%
DFA
1631
Delta Financial Advisors
Louisiana
$472K +$96.8K +458 +26%
CWM
1632
Centurion Wealth Management
Virginia
$469K -$2.32K -11 -0.5%
VT
1633
Vise Technologies
New York
$469K +$30.8K +146 +7%
MIC
1634
Meridian Investment Counsel
California
$467K -$13.1K -62 -3%
PNC
1635
Park National Corp
Ohio
$466K -$59.6K -282 -11%
SAM
1636
Strategy Asset Managers
California
$464K +$28.1K +133 +6%
NGA
1637
Naples Global Advisors
Florida
$464K +$67.8K +321 +17%
SOS
1638
Silver Oak Securities
Tennessee
$462K +$20.7K +98 +5%
MFG
1639
Magnus Financial Group
New York
$457K +$153K +722 +50%
SFO
1640
Stokes Family Office
Louisiana
$456K -$16.5K -78 -3%
SWM
1641
Salvus Wealth Management
New Jersey
$456K +$8.03K +38 +2%
CIM
1642
CIM Investment Management
Pennsylvania
$455K +$1.06K +5 +0.2%
ACA
1643
Aptus Capital Advisors
Alabama
$454K +$88.9K +421 +24%
SC
1644
Saiph Capital
New Jersey
$453K -$28.9K -137 -6%
APM
1645
Advanced Portfolio Management
New York
$453K +$453K +2,143 New
CC
1646
Commons Capital
Massachusetts
$452K -$82.6K -391 -15%
VA
1647
Valmark Advisers
Ohio
$452K -$45.2K -214 -9%
BFC
1648
Blue Fin Capital
Rhode Island
$450K +$2.96K +14 +0.7%
WAS
1649
WESPAC Advisors SoCal
California
$449K -$23.2K -110 -5%
B
1650
Barings
North Carolina
$448K +$29.8K +141 +7%
64 65
66
67 68