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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 %
PWP
1951
Phillips Wealth Planners
Mississippi
$237K -$1.06K -5 -0.4%
DFG
1952
Delta Financial Group
New Jersey
$237K +$237K +1,121 New
CCMW
1953
Cypress Capital Management (Wyoming)
Wyoming
$237K -$63.4K -300 -21%
HIC
1954
Holderness Investments Company
North Carolina
$236K +$5.28K +25 +2%
EAM
1955
Evanson Asset Management
California
$236K +$236K +1,116 New
RCM
1956
Raleigh Capital Management
North Carolina
$234K +$225K +1,063 +2,311%
MSA
1957
McAlister Sweet & Associates
Texas
$233K – – –
DL
1958
DOHJ LLC
Washington
$232K – – –
WCM
1959
WealthBridge Capital Management
Ohio
$232K +$3.59K +17 +2%
BM
1960
Belfer Management
New York
$232K – – –
TFP
1961
Tilia Fiduciary Partners
North Carolina
$231K -$731K -3,461 -76%
EP
1962
EPIQ Partners
Minnesota
$230K – – –
SXL
1963
Summit X LLC
Missouri
$229K +$10.6K +50 +5%
JC
1964
JB Capital
Connecticut
$229K +$14.8K +70 +7%
BG
1965
Benedetti & Gucer
Georgia
$229K +$229K +1,083 New
CA
1966
Carson Advisory
Georgia
$229K +$229K +1,082 New
WP
1967
Westmount Partners
California
$228K -$10.8K -51 -5%
NRI
1968
NFP Retirement Inc
California
$228K +$4.86K +23 +2%
ACM
1969
Advisors Capital Management
New Jersey
$228K +$228K +1,081 New
ISWM
1970
Independent Solutions Wealth Management
New York
$226K +$226K +1,072 New
NSIM
1971
North Star Investment Management
Illinois
$226K – – –
NIM
1972
Northeast Investment Management
Massachusetts
$225K – – –
TCPWM
1973
Traverso Chambers Private Wealth Management
California
$225K – – –
CC
1974
Callan Capital
California
$224K +$2.11K +10 +1%
TBWA
1975
Three Bridge Wealth Advisors
California
$223K – – –
77 78
79
80 81