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 %
NJBEST
1751
New Jersey Better Educational Savings Trust
New Jersey
$350K – – –
SW
1752
SlateStone Wealth
Florida
$349K -$21.5K -102 -6%
MA
1753
MONECO Advisors
Connecticut
$348K -$6.76K -32 -2%
VAG
1754
VisionPoint Advisory Group
Texas
$347K -$65.3K -309 -16%
SMC
1755
Smith, Moore & Co
Missouri
$346K +$29.2K +138 +9%
WF
1756
Wayfinding Financial
Washington
$345K +$6.31K +28 +2%
CA
1757
CoreCap Advisors
Michigan
$345K +$345K +1,632 New
DOA
1758
D'Orazio & Associates
Virginia
$344K +$92.7K +439 +37%
AWAP
1759
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$342K -$11K -52 -3%
T
1760
TCWP
Ohio
$342K -$11.2K -53 -3%
BCM
1761
BlueCrest Capital Management
Jersey
$341K +$341K +1,613 New
NHC
1762
Nicholas Hoffman & Company
Georgia
$340K – – –
AIM
1763
Arcadia Investment Management
Michigan
$339K +$33.2K +157 +11%
AT
1764
Arvest Trust
Oklahoma
$339K +$32.9K +146 +11%
BC
1765
Brio Consultants
California
$339K -$2.32K -11 -0.7%
OFG
1766
Oxford Financial Group
Indiana
$339K +$105K +499 +45%
GCMG
1767
Gyroscope Capital Management Group
Florida
$338K +$42.3K +200 +14%
HFM
1768
Hartford Funds Management
Pennsylvania
$338K +$43.7K +207 +15%
IA
1769
Insight Advisors
Pennsylvania
$337K -$163K -772 -33%
CA
1770
Crewe Advisors
Utah
$336K -$73.1K -346 -18%
CPA
1771
Capital Performance Advisors
California
$335K -$7.61K -36 -2%
HTHT
1772
Hemenway Trust Hemenway Trust
New Hampshire
$335K – – –
SSG
1773
Summit Securities Group
New York
$331K +$175K +829 +112%
SIC
1774
Salem Investment Counselors
North Carolina
$329K -$14.2K -67 -4%
PCM
1775
Pointe Capital Management
Michigan
$328K +$258K +1,221 +370%
69 70
71
72 73