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Salesforce
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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 %
GWS
1901
Glassman Wealth Services
Virginia
$261K +$8.66K +41 +3%
TGAM
1902
TBH Global Asset Management
Tennessee
$260K -$22.2K -105 -8%
B
1903
Bellecapital
Switzerland
$259K -$424K -2,008 -62%
GMA
1904
Glassy Mountain Advisors
Maryland
$259K +$259K +1,224 New
FMC
1905
First Merchants Corp
Indiana
$259K +$211 +1 +0.1%
JF
1906
JSF Financial
California
$258K +$4.23K +20 +2%
BFC
1907
Bedel Financial Consulting
Indiana
$258K -$4.65K -22 -2%
TCMP
1908
Thrive Capital Management (Pennsylvania)
Pennsylvania
$258K +$258K +1,220 New
CPA
1909
Capital Planning Advisors
California
$256K -$2.96K -14 -1%
HWA
1910
Heritage Wealth Advisors
Virginia
$256K -$2.32K -11 -0.9%
MG
1911
Mather Group
Illinois
$256K -$48.4K -229 -16%
WAM
1912
Werlinich Asset Management
Connecticut
$255K – – –
DAM
1913
Deltec Asset Management
New York
$254K – – –
APG
1914
Abacus Planning Group
South Carolina
$253K – – –
PCM
1915
Princeton Capital Management
New Jersey
$253K +$5.28K +25 +2%
TCM
1916
Traynor Capital Management
Pennsylvania
$252K -$19K -90 -7%
FAM
1917
Formidable Asset Management
Ohio
$252K -$9.31K -44 -4%
FOA
1918
Five Oceans Advisors
California
$252K +$634 +3 +0.3%
LFA
1919
Landmark Financial Advisors
Kentucky
$252K +$16.7K +79 +7%
KFC
1920
Klingenstein Fields & Co
New York
$251K – – –
ITIM
1921
Indiana Trust & Investment Management
Indiana
$251K – – –
ZF
1922
Zhang Financial
Michigan
$250K +$250K +1,138 New
SAG
1923
Spotlight Asset Group
Illinois
$250K -$330K -1,564 -57%
DA
1924
DSC Advisors
Illinois
$250K +$27.5K +130 +12%
CSB
1925
City State Bank
Iowa
$250K – – –
75 76
77
78 79