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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 %
KIG
1776
Kennedy Investment Group
New Jersey
$327K -$105K -495 -24%
SIM
1777
SSI Investment Management
California
$327K -$66.5K -315 -17%
CB
1778
CNB Bank
Pennsylvania
$327K +$40.8K +193 +14%
TCWA
1779
Ten Capital Wealth Advisors
Washington
$327K +$37.3K +177 +13%
WWP
1780
Waypoint Wealth Partners
California
$327K – – –
MAM
1781
Meeder Asset Management
Ohio
$327K +$5.92K +28 +2%
ATC
1782
Adirondack Trust Company
New York
$324K +$10.4K +46 +3%
JFA
1783
JNBA Financial Advisors
Minnesota
$324K – – –
SOW
1784
State of Wyoming
Wyoming
$324K +$276K +1,308 +581%
SFG
1785
Sovereign Financial Group
Connecticut
$324K -$16.3K -77 -5%
PFA
1786
Pathway Financial Advisors
Vermont
$324K – – –
CWA
1787
Clarity Wealth Advisors
California
$323K +$8.45K +40 +3%
RFO
1788
RiverGlades Family Offices
Florida
$322K – – –
WMSA
1789
Weiss Multi-Strategy Advisers
New York
$322K -$12.8M -60,345 -98%
APWM
1790
Argonautica Private Wealth Management
Massachusetts
$322K -$2.96K -14 -0.9%
WP
1791
WMS Partners
Maryland
$321K -$27.3K -129 -8%
RCA
1792
Resonant Capital Advisors
Wisconsin
$321K +$37.8K +179 +13%
SA
1793
Syntax Advisors
New York
$320K -$94.6K -448 -23%
VCG
1794
Vantage Consulting Group
Virginia
$320K -$94.6K -448 -23%
LDB
1795
Lee, Danner & Bass
Tennessee
$320K +$9.29K +44 +3%
JSC
1796
Jackson Square Capital
California
$320K +$320K +1,514 New
MSA
1797
Marino Stram & Associates
Massachusetts
$319K +$8.03K +38 +3%
VCA
1798
Verdence Capital Advisors
Maryland
$319K +$40.1K +190 +14%
RIS
1799
Retirement Income Solutions
Michigan
$319K – – –
SFPG
1800
Stonebridge Financial Planning Group
Florida
$318K -$55.6K -263 -15%
70 71
72
73 74