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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 %
TWA
1926
Talisman Wealth Advisors
New Jersey
$250K +$1.06K +5 +0.4%
YWM
1927
Yoder Wealth Management
California
$250K +$12.7K +60 +5%
JSW
1928
Journey Strategic Wealth
New Jersey
$249K -$192K -911 -44%
ETCM
1929
Evolutionary Tree Capital Management
Virginia
$249K – – –
FPGK
1930
Financial Partners Group (Kansas)
Kansas
$248K -$4.72K -22 -2%
EL
1931
EMFO LLC
Florida
$246K – – –
WA
1932
WBH Advisory
Maryland
$245K – – –
RG
1933
Rathbones Group
United Kingdom
$243K -$318K -1,503 -57%
FGIM
1934
First Growth Investment Manager
California
$243K – – –
CNBTD
1935
Citizens National Bank Trust Department
Mississippi
$243K +$130K +615 +115%
LF
1936
Lantz Financial
Illinois
$242K +$20.1K +95 +9%
FCM
1937
Fourpath Capital Management
Oklahoma
$242K -$11.6K -55 -5%
HCM
1938
Highview Capital Management
Illinois
$242K +$8.24K +39 +4%
VF
1939
Vawter Financial
Ohio
$241K – – –
HC
1940
Hamilton Capital
Ohio
$241K +$241K +1,142 New
WWM
1941
Windsor Wealth Management
Indiana
$241K +$423 +2 +0.2%
CIC
1942
Chilton Investment Company
Connecticut
$241K +$241K +1,140 New
OWA
1943
Outlook Wealth Advisors
Texas
$241K +$241K +1,139 New
PCA
1944
Peddock Capital Advisors
Massachusetts
$240K +$1.69K +8 +0.7%
MTC
1945
McDaniel Terry & Co
Texas
$240K -$6.34K -30 -3%
SFG
1946
SevenBridge Financial Group
Pennsylvania
$240K – – –
CCFM
1947
Clear Creek Financial Management
Washington
$240K -$14.6K -69 -6%
IWA
1948
Inspirion Wealth Advisors
Illinois
$239K -$4.86K -23 -2%
OWA
1949
Opal Wealth Advisors
New York
$239K -$54.1K -256 -18%
FAM
1950
Forte Asset Management
New York
$238K – – –
76 77
78
79 80