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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 %
AM
2001
Account Management
Massachusetts
$212K -$18K -85 -8%
SAMT
2002
Select Asset Management & Trust
Pennsylvania
$212K +$212K +1,005 New
WA
2003
Wealth Architects
California
$212K +$212K +1,002 New
SIC
2004
Sigma Investment Counselors
Michigan
$211K -$8.03K -38 -4%
TIM
2005
Thompson Investment Management
Wisconsin
$211K -$634 -3 -0.3%
JCP
2006
Jennifer C. Price
$211K – – –
ACA
2007
Affinity Capital Advisors
California
$211K +$211K +1,000 New
LOAMU
2008
Lombard Odier Asset Management (USA)
New York
$211K +$211K +1,000 New
CA
2009
CV Advisors
Florida
$211K +$211K +1,000 New
HCM
2010
Hodges Capital Management
Texas
$211K -$200K -1,200 Closed
CSA
2011
Cottage Street Advisors
Massachusetts
$211K +$211K +998 New
LWM
2012
Liberty Wealth Management
California
$211K -$111K -525 -34%
SPWG
2013
Sage Private Wealth Group
Illinois
$210K +$210K +996 New
PFC
2014
Phocas Financial Corp
California
$210K +$210K +995 New
VP
2015
Verum Partners
North Carolina
$210K +$210K +995 New
WRM
2016
Weybosset Research & Management
Rhode Island
$210K -$131K -620 -38%
GCA
2017
Gradient Capital Advisors
California
$210K +$210K +994 New
RA
2018
Rockingstone Advisors
Massachusetts
$210K +$210K +992 New
CA
2019
Cornerstone Advisory
Maryland
$207K -$37.8K -179 -15%
AT
2020
American Trust
Kentucky
$207K +$207K +980 New
WPC
2021
White Pine Capital
Minnesota
$207K +$207K +980 New
MP
2022
McDonald Partners
Ohio
$207K -$78.4K -371 -27%
CWM
2023
Centric Wealth Management
Illinois
$206K -$54.7K -257 -21%
WFA
2024
Wellspring Financial Advisors
Ohio
$206K +$206K +974 New
OHWA
2025
Oak Hill Wealth Advisors
Virginia
$205K +$205K +972 New
79 80
81
82 83