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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 %
CWM
1976
C2C Wealth Management
Arizona
$223K +$223K +973 New
GWANC
1977
Guardian Wealth Advisors (North Carolina)
North Carolina
$223K +$223K +1,054 New
AA
1978
Ancora Advisors
Ohio
$223K +$5.49K +26 +3%
BW
1979
BIP Wealth
Georgia
$222K +$222K +1,052 New
TA
1980
Trellis Advisors
Washington
$222K +$634 +3 +0.3%
EWM
1981
Endurance Wealth Management
Rhode Island
$221K – – –
VC
1982
Vestor Capital
Illinois
$221K +$93.7K +444 +74%
GCS
1983
Gordian Capital (Singapore)
Singapore
$220K -$116K -550 -35%
MAG
1984
MRA Advisory Group
New Jersey
$220K -$39.3K -186 -15%
TFA
1985
Trinity Financial Advisors
Ohio
$219K +$219K +1,039 New
CRWM
1986
Castle Rock Wealth Management
California
$219K -$2.14K -10 -1%
1WM
1987
1900 Wealth Management
Texas
$219K +$219K +1,037 New
MWM
1988
Mattern Wealth Management
Kansas
$219K -$52.8K -250 -19%
ZCM
1989
Ziegler Capital Management
Illinois
$218K -$11.2K -53 -5%
SN
1990
Sittner & Nelson
Oregon
$217K +$7.61K +36 +4%
KW
1991
KWB Wealth
California
$217K +$217K +1,026 New
SWM
1992
SFG Wealth Management
Maryland
$217K – – –
SWA
1993
Sax Wealth Advisors
New Jersey
$216K – – –
P
1994
&Partners
Tennessee
$215K – – –
CSIC
1995
Clifford Swan Investment Counsel
California
$215K – – –
VC
1996
Vicus Capital
Pennsylvania
$215K +$215K +1,017 New
KI
1997
Kapitalo Investimentos
Brazil
$214K +$214K +1,013 New
FFG
1998
Frisch Financial Group
New York
$214K – – –
JAG
1999
Journey Advisory Group
Kentucky
$213K -$42K -199 -16%
ACP
2000
Aveo Capital Partners
Colorado
$213K +$213K +1,009 New
78 79
80
81 82