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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 %
LWM
1876
LJI Wealth Management
Indiana
$277K – – –
BDS
1877
Banco de Sabadell
Florida
$277K -$23.5K -111 -8%
MCM
1878
Mengis Capital Management
Oregon
$277K -$42.3K -200 -13%
PCMC
1879
Private Capital Management (Colorado)
Colorado
$275K +$9.51K +45 +4%
DIM
1880
Delta Investment Management
California
$275K +$12K +57 +5%
RI
1881
Ridgewood Investments
New Jersey
$274K – – –
IWA
1882
Intercontinental Wealth Advisors
Texas
$272K -$308K -1,457 -53%
TCBWMS
1883
Texas Capital Bank Wealth Management Services
Texas
$271K -$18.4K -87 -6%
WMA
1884
West Michigan Advisors
Michigan
$270K +$3.8K +18 +1%
CWM
1885
Curi Wealth Management
North Carolina
$268K -$4.23K -20 -2%
IP
1886
Ignite Planners
California
$268K +$18.4K +88 +7%
SCM
1887
Sitrin Capital Management
California
$267K -$49.9K -236 -16%
SMA
1888
Seven Mile Advisory
New Jersey
$267K +$267K +1,264 New
FFA
1889
Fortune Financial Advisors
Kansas
$266K +$266K +1,261 New
EW
1890
Element Wealth
Mississippi
$266K – – –
BEI
1891
Benjamin Edwards Inc
Missouri
$266K -$65.2K -309 -20%
PFG
1892
Prosperity Financial Group
California
$265K +$265K +1,254 New
BMC
1893
Beaton Management Company
Massachusetts
$264K – – –
AFM
1894
Armstrong Fleming & Moore
District of Columbia
$264K +$264K +1,249 New
GAM
1895
Gemmer Asset Management
California
$264K +$26.4K +125 +11%
CWP
1896
Concord Wealth Partners
Virginia
$263K +$23.5K +111 +10%
FWM
1897
FFT Wealth Management
Pennsylvania
$263K +$2.32K +11 +0.9%
JWM
1898
Janiczek Wealth Management
Colorado
$263K +$4.23K +20 +2%
BMM
1899
Buffington Mohr McNeal
Idaho
$262K +$26.4K +125 +11%
FC
1900
Forte Capital
New York
$261K – – –
74 75
76
77 78