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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 %
ACM
1701
Ategra Capital Management
Virginia
$397K – – –
WAAG
1702
Wealth Alliance Advisory Group
Kansas
$396K +$396K +1,876 New
WFI
1703
West Family Investments
California
$396K +$99.7K +472 +34%
CWS
1704
Confluence Wealth Services
Pennsylvania
$394K -$21.8K -103 -5%
AT
1705
Avalon Trust
New Mexico
$392K – – –
BIA
1706
Bigelow Investment Advisors
Maine
$391K +$27.5K +130 +8%
PA
1707
Perennial Advisors
New York
$387K -$51.3K -243 -12%
GTAM
1708
Global Trust Asset Management
Florida
$387K -$53K -251 -12%
BFG
1709
Berger Financial Group
Minnesota
$386K -$29.6K -140 -7%
PB
1710
Pinnacle Bancorp
Nebraska
$385K -$8.24K -39 -2%
CAM
1711
Cubic Asset Management
Massachusetts
$380K – – –
HM
1712
Harvest Management
New York
$380K +$106K +500 +38%
CRI
1713
Colonial River Investments
Virginia
$380K -$16.9K -80 -4%
AFP
1714
Ausdal Financial Partners
Iowa
$379K +$20.9K +99 +6%
RWP
1715
Revolve Wealth Partners
New Jersey
$378K +$16.3K +77 +5%
PCP
1716
Proficio Capital Partners
Massachusetts
$377K -$125K -594 -25%
IAIM
1717
Industrial Alliance Investment Management
Quebec, Canada
$376K -$1.27M -5,990 -77%
WAM
1718
WNY Asset Management
New York
$375K -$11.6K -55 -3%
PP
1719
Patron Partners
Texas
$374K +$3.17K +15 +0.9%
BHPW
1720
Beverly Hills Private Wealth
California
$374K +$374K +1,743 New
FFL
1721
Future Fund LLC
Illinois
$374K +$27K +128 +8%
DCM
1722
Deuterium Capital Management
Florida
$373K +$373K +1,767 New
PSP
1723
Pacific Sage Partners
Washington
$373K +$20.1K +95 +6%
UAS
1724
United Asset Strategies
New York
$373K +$373K +1,765 New
RZH
1725
Relyea Zuckerberg Hanson
Connecticut
$372K +$35.7K +169 +11%
67 68
69
70 71