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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 %
JCM
1801
Jacobsen Capital Management
Utah
$318K +$48.6K +230 +18%
CFM
1802
Capricorn Fund Managers
United Kingdom
$317K -$981K -4,643 -76%
AAP
1803
Aristotle Atlantic Partners
Florida
$317K – – –
CH
1804
Canton Hathaway
Rhode Island
$316K -$3.16K -15 -1%
FFA
1805
Founders Financial Alliance
North Carolina
$316K +$87.7K +415 +38%
RWPA
1806
Richard W. Paul & Associates
Michigan
$314K +$314K +1,488 New
TFCP
1807
Twin Focus Capital Partners
Massachusetts
$314K -$55.6K -263 -15%
WPC
1808
Waters Parkerson & Co
Louisiana
$314K -$9.29K -44 -3%
GD
1809
Grandfield & Dodd
New York
$314K +$7.61K +36 +2%
PAG
1810
Paladin Advisory Group
Iowa
$311K – – –
FWCM
1811
Ferguson Wellman Capital Management
Oregon
$311K +$65.3K +309 +27%
CPC
1812
Cookson Peirce & Co
Pennsylvania
$311K +$311K +1,473 New
LSIA
1813
LaSalle St. Investment Advisors
Illinois
$310K +$28.9K +137 +10%
CMTU
1814
Capital Markets Trading (UK)
United Kingdom
$310K +$310K +1,468 New
AA
1815
Addison Advisors
Vermont
$309K +$2.96K +14 +1%
MCCA
1816
Mill Creek Capital Advisors
Pennsylvania
$309K +$309K +1,463 New
KWMG
1817
King Wealth Management Group
Florida
$309K -$10.1K -48 -3%
WA
1818
Waddell & Associates
Tennessee
$309K – – –
AGC
1819
Aspen Grove Capital
Colorado
$309K +$72.9K +345 +31%
LPAM
1820
Lodestar Private Asset Management
California
$307K +$3.8K +18 +1%
FRA
1821
Frank Rimerman Advisors
California
$305K – – –
MSFS
1822
Main Street Financial Solutions
Pennsylvania
$305K -$5.07K -24 -2%
EP
1823
Eudaimonia Partners
Tennessee
$305K -$84.3K -399 -22%
DIM
1824
DC Investments Management
Virginia
$304K -$27.9K -132 -8%
HNW
1825
High Note Wealth
Minnesota
$304K -$211 -1 -0.1%
71 72
73
74 75