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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 %
SGI
1826
Summit Global Investments
Utah
$303K +$303K +1,432 New
TWA
1827
TCI Wealth Advisors
Arizona
$303K -$5.7K -27 -2%
EFSCE
1828
Enterprise Financial Services Corp (EFSC)
Missouri
$303K +$423 +2 +0.1%
TNBTD
1829
Trustmark National Bank Trust Department
Mississippi
$302K +$3.17K +15 +1%
CA
1830
Continuum Advisory
Idaho
$302K -$11.2K -53 -4%
VC
1831
Veery Capital
Delaware
$302K +$20.1K +95 +7%
TWM
1832
Tradition Wealth Management
Minnesota
$301K +$10.8K +51 +4%
JIC
1833
Joel Isaacson & Co
New York
$301K +$6.76K +32 +2%
SWP
1834
Semus Wealth Partners
Florida
$300K -$16.7K -79 -5%
KA
1835
Klingman & Associates
New York
$300K +$37.2K +176 +14%
H
1836
HoyleCohen
California
$300K +$21.1K +100 +8%
NFA
1837
Northern Financial Advisors
Michigan
$300K +$18.7K +115 +7%
CCA
1838
Cobblestone Capital Advisors
New York
$299K – – –
AIM
1839
Aigen Investment Management
New York
$299K +$299K +1,416 New
OWM
1840
Opes Wealth Management
California
$299K +$64.2K +304 +27%
CA
1841
Crumly & Associates
Illinois
$297K +$297K +1,408 New
EL
1842
EWA LLC
Pennsylvania
$297K +$11.2K +53 +4%
ACA
1843
Aspire Capital Advisors
Washington
$296K +$296K +1,403 New
DWM
1844
Dorchester Wealth Management
Quebec, Canada
$296K – – –
FFA
1845
Fi3 Financial Advisors
Indiana
$296K +$2.11K +10 +0.7%
SFI
1846
SPC Financial Inc
Maryland
$295K -$2.11K -10 -0.7%
HI
1847
Harbour Investments
Wisconsin
$294K -$1.36M -6,451 -82%
BFG
1848
Beacon Financial Group
Texas
$294K +$294K +1,398 New
IA
1849
IFG Advisors
Missouri
$294K – – –
CWP
1850
Curated Wealth Partners
California
$293K – – –
72 73
74
75 76