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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 %
CIAS
1651
Capital Investment Advisory Services
North Carolina
$447K +$2.54K +12 +0.6%
CPW
1652
Catalyst Private Wealth
California
$446K -$142K -673 -24%
SIA
1653
SkyView Investment Advisors
New Jersey
$444K -$34K -144 -7%
MMPW
1654
Mitchell McLeod Pugh & Williams
Alabama
$442K +$73.1K +346 +20%
IGGA
1655
Iron Gate Global Advisors
Utah
$442K -$8.66K -41 -2%
EHWM
1656
Eads & Heald Wealth Management
Georgia
$442K -$69.8K -330 -14%
CFO
1657
Collective Family Office
Pennsylvania
$441K -$2.96K -14 -0.7%
BW
1658
Bison Wealth
Georgia
$441K +$187K +885 +74%
BFPW
1659
BOK Financial Private Wealth
Colorado
$440K – – –
IF
1660
Intrua Financial
Texas
$439K -$1.48K -7 -0.3%
WAG
1661
Winthrop Advisory Group
Massachusetts
$439K +$38.7K +183 +10%
AIA
1662
Angeles Investment Advisors
California
$434K -$24.3K -115 -5%
IIC
1663
Integrated Investment Consultants
Michigan
$433K +$3.59K +17 +0.8%
CC
1664
Copperleaf Capital
North Carolina
$433K +$33.8K +160 +8%
BBNA
1665
Bremer Bank National Association
Minnesota
$433K -$11K -52 -2%
PWMG
1666
Provence Wealth Management Group
California
$432K +$8.24K +39 +2%
LWP
1667
Lumature Wealth Partners
Georgia
$428K -$52K -246 -11%
BFA
1668
Beaumont Financial Advisors
Massachusetts
$428K +$21.3K +101 +5%
AT
1669
Arden Trust
Delaware
$425K -$346K -1,639 -45%
TC
1670
Truvestments Capital
Florida
$424K -$4.86K -23 -1%
EFS
1671
Essex Financial Services
Connecticut
$424K -$89.6K -424 -17%
BBW
1672
Blue Barn Wealth
Utah
$423K -$110K -522 -21%
SCA
1673
St. Clair Advisors
Ohio
$423K – – –
AIMC
1674
Alley Investment Management Company
Illinois
$423K – – –
CAG
1675
Csenge Advisory Group
Florida
$422K +$74.6K +353 +21%
65 66
67
68 69