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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 %
IIC
1851
Ironwood Investment Counsel
Arizona
$293K -$34K -161 -10%
TCM
1852
Teza Capital Management
Illinois
$292K +$292K +1,381 New
BCP
1853
Berkeley Capital Partners
Georgia
$292K +$7.61K +36 +3%
DU
1854
Delphia (USA)
Ontario, Canada
$291K -$197K -931 -40%
EWM
1855
Evermay Wealth Management
Virginia
$291K -$2.11K -10 -0.7%
LFG
1856
Larson Financial Group
Missouri
$291K -$280K -1,325 -49%
WDL
1857
Well Done LLC
Michigan
$291K -$40.6K -192 -12%
SAM
1858
Silvercrest Asset Management
New York
$291K +$18.4K +87 +7%
CFD
1859
Creative Financial Designs
Indiana
$290K +$12.9K +61 +5%
FMII
1860
Farmers & Merchants Investments Inc
Nebraska
$288K -$34.9K -165 -11%
KCPG
1861
Kavar Capital Partners Group
Kansas
$286K -$135K -638 -32%
FHC
1862
First Heartland Consultants
Missouri
$285K -$52.4K -248 -16%
CFO
1863
CVA Family Office
Colorado
$285K +$30.6K +145 +12%
PAG
1864
Powers Advisory Group
Illinois
$284K – – –
SPP
1865
Single Point Partners
Massachusetts
$284K +$284K +1,345 New
AWM
1866
AllSquare Wealth Management
New York
$284K – – –
BFA
1867
Beacon Financial Advisory
Ohio
$283K +$28.5K +135 +11%
WKSWA
1868
White Knight Strategic Wealth Advisors
New Jersey
$283K – – –
ECM
1869
Elgethun Capital Management
South Dakota
$283K – – –
CCM
1870
Consolidated Capital Management
California
$281K -$211 -1 -0.1%
WBCM
1871
Wilson & Boucher Capital Management
California
$280K – – –
FNBSF
1872
First National Bank Sioux Falls
South Dakota
$280K – – –
KWM
1873
Kolinsky Wealth Management
New Jersey
$279K +$279K +1,327 New
FSA
1874
Fort Sheridan Advisors
Illinois
$278K +$7.39K +35 +3%
SG
1875
Somerset Group
Minnesota
$278K -$9.3K -44 -3%
73 74
75
76 77