CRM icon

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 %
DWA
1726
Dougherty Wealth Advisers
Minnesota
$372K – – –
TVAMP
1727
Tennessee Valley Asset Management Partners
Tennessee
$371K +$8.03K +38 +2%
WCM
1728
Wedge Capital Management
North Carolina
$371K +$371K +1,754 New
AWM
1729
Accel Wealth Management
Iowa
$369K -$3.38K -16 -0.9%
SCG
1730
Sonata Capital Group
Washington
$368K -$156K -738 -30%
AWM
1731
Accurate Wealth Management
Florida
$368K +$72K +314 +24%
FCAG
1732
First Capital Advisors Group
New Jersey
$366K -$2.11K -10 -0.6%
LWA
1733
Lineweaver Wealth Advisors
Ohio
$365K -$21.3K -101 -6%
MYIA
1734
Mount Yale Investment Advisors
Colorado
$364K +$364K +1,722 New
PPP
1735
Private Portfolio Partners
New Jersey
$362K +$634 +3 +0.2%
HFM
1736
Harvest Fund Management
China
$362K -$485K -2,295 -57%
CWM
1737
Cedar Wealth Management
California
$362K +$4.44K +21 +1%
JCIA
1738
Jackson Creek Investment Advisors
Colorado
$361K -$96K -454 -21%
JWM
1739
Jeppson Wealth Management
California
$360K -$39.5K -187 -10%
WFAG
1740
Worth Financial Advisory Group
North Carolina
$357K -$30K -142 -8%
BWP
1741
Balboa Wealth Partners
Arizona
$357K +$125K +594 +54%
ZIG
1742
Zullo Investment Group
Pennsylvania
$357K +$20.7K +98 +6%
AF
1743
Apexium Financial
Texas
$355K +$4.65K +22 +1%
AAS
1744
Ameritas Advisory Services
Nebraska
$354K -$965K -4,603 -73%
TNA
1745
True North Advisors
Texas
$354K +$50.5K +239 +17%
WCM
1746
Wallace Capital Management
Texas
$353K +$353K +1,670 New
WDG
1747
Wealth Dimensions Group
Ohio
$352K +$70.2K +332 +25%
KOC
1748
Koss-Olinger Consulting
Florida
$352K -$7.18K -34 -2%
HP
1749
Hyperion Partners
Pennsylvania
$351K +$11.2K +53 +3%
PW
1750
Peninsula Wealth
California
$350K -$2.96K -14 -0.8%
68 69
70
71 72