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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 %
SWP
1676
Strategic Wealth Partners
Ohio
$422K -$56K -265 -12%
SFG
1677
Synergy Financial Group
California
$421K +$16.7K +79 +4%
AAM
1678
Alphadyne Asset Management
New York
$421K +$421K +1,995 New
EL
1679
Essex LLC
Illinois
$421K -$28.7K -136 -6%
PHIC
1680
Pine Haven Investment Counsel
Massachusetts
$419K +$11.6K +55 +3%
KFGK
1681
Keystone Financial Group (Kentucky)
Kentucky
$418K +$418K +1,979 New
APW
1682
Austin Private Wealth
Texas
$415K -$35.9K -170 -8%
DBRC
1683
D.B. Root & Company
Pennsylvania
$415K +$13.5K +64 +3%
MMG
1684
Monetary Management Group
Missouri
$412K -$264K -1,250 -39%
CIM
1685
Contravisory Investment Management
Massachusetts
$412K +$412K +1,948 New
T
1686
TOBAM
France
$410K +$104K +493 +34%
SWA
1687
SOA Wealth Advisors
New York
$410K -$45.4K -215 -10%
HCA
1688
Hyperion Capital Advisors
New York
$409K – – –
RA
1689
Riversedge Advisors
Delaware
$408K +$408K +1,933 New
CWM
1690
Connecticut Wealth Management
Connecticut
$405K +$405K +1,917 New
GFS
1691
GYL Financial Synergies
Connecticut
$404K +$404K +1,913 New
OWM
1692
OneAscent Wealth Management
Alabama
$404K +$404K +1,913 New
ACM
1693
Arcataur Capital Management
Wisconsin
$402K +$402K +1,905 New
PWS
1694
Peterson Wealth Services
Utah
$402K +$8.45K +40 +2%
EWA
1695
Encompass Wealth Advisors
Oregon
$402K -$30.2K -143 -7%
PA
1696
PFG Advisors
Arizona
$402K +$154K +731 +62%
SWM
1697
Silverlake Wealth Management
Vermont
$400K – – –
CIA
1698
Cape Investment Advisory
Georgia
$399K +$2.75K +13 +0.7%
MIP
1699
Mondrian Investment Partners
United Kingdom
$399K – – –
BBI
1700
Baxter Bros Inc
Connecticut
$397K -$127K -603 -24%
66 67
68
69 70