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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
$1.5B
2
Capital World Investors
Capital World Investors
California
$4.07B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.32B
4
Winslow Capital Management
Winslow Capital Management
Minnesota
$496M
5
Jennison Associates
Jennison Associates
New York
$1.92B

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$38.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.2B
3
Harris Associates
Harris Associates
Illinois
$1.07B
4
Polen Capital Management
Polen Capital Management
Florida
$1.67B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$2.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
Select Equity Group
151
Select Equity Group
New York
$121M -$9.46M -44,774 -7%
Chevy Chase Trust
152
Chevy Chase Trust
Maryland
$119M -$3.87M -18,327 -3%
ZIG
153
Zurich Insurance Group
Switzerland
$118M -$2.7M -12,760 -2%
QP
154
Quilter Plc
United Kingdom
$116M +$103M +103,709 +775%
NHAS
155
Novo Holdings A/S
Denmark
$112M -$10.1M -48,000 -8%
AAIS
156
ABN AMRO Investment Solutions
$112M +$2.1M +9,922 +2%
Empower Advisory Group
157
Empower Advisory Group
Colorado
$110M -$15.5M -73,495 -12%
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$109M -$9.25M -43,804 -8%
PCM
159
Palestra Capital Management
New York
$107M -$23.6M -111,590 -18%
Nomura Asset Management
160
Nomura Asset Management
Japan
$106M +$4.21M +19,939 +4%
LWCFA
161
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$106M -$9.27M -43,876 -8%
NMO
162
Newlands Management Operations
Texas
$106M – – –
Los Angeles Capital Management
163
Los Angeles Capital Management
California
$103M +$17.4M +82,284 +20%
Asset Management One
164
Asset Management One
Japan
$103M -$143K -677 -0.1%
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$103M +$26.6M +126,031 +35%
Mirae Asset Global Investments
166
Mirae Asset Global Investments
South Korea
$103M +$2.97M +14,077 +3%
MNG
167
Manning & Napier Group
New York
$102M -$3.17M -15,024 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
168
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$102M -$10.3M -48,801 -9%
MSV
169
MN Services Vermogensbeheer
Netherlands
$101M +$101M +477,900 New
NCM
170
Nellore Capital Management
California
$101M -$5.28M -25,000 -5%
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$98M +$7.08M +33,533 +8%
State of Tennessee, Department of Treasury
172
State of Tennessee, Department of Treasury
Tennessee
$97.6M +$18.2M +86,217 +23%
Allspring Global Investments
173
Allspring Global Investments
North Carolina
$95.6M +$2.47M +11,673 +3%
US Bancorp
174
US Bancorp
Minnesota
$92M +$1.9M +9,002 +2%
CI Investments Inc
175
CI Investments Inc
Ontario, Canada
$91.9M -$11.6M -55,118 -11%
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