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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 %
TA
2026
Townsend & Associates
Colorado
$205K +$205K +908 New
PP
2027
Pegasus Partners
Wisconsin
$205K +$205K +970 New
GLA
2028
Good Life Advisors
Pennsylvania
$205K -$20.9K -99 -9%
SWG
2029
Summit Wealth Group
Vermont
$204K -$40.6M -191,823 -99%
FNFDCM
2030
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$203K +$203K +962 New
EW
2031
Enzi Wealth
Texas
$202K +$202K +878 New
CG
2032
Clifford Group
Massachusetts
$202K +$202K +957 New
FWM
2033
Forza Wealth Management
Florida
$202K +$202K +957 New
AA
2034
Apriem Advisors
California
$202K -$42.3K -200 -17%
SFP
2035
Sweet Financial Partners
Minnesota
$201K +$201K +953 New
SAF
2036
Smith Anglin Financial
Texas
$200K -$34.2K -162 -15%
IFPG
2037
Intrepid Financial Planning Group
Indiana
$200K +$200K +948 New
SIMG
2038
Stephens Investment Management Group
Texas
$199K – – –
HCP
2039
Hexagon Capital Partners
Arkansas
$195K -$2.54K -12 -1%
IGWM
2040
ICA Group Wealth Management
Colorado
$192K -$177K -840 -48%
FRA
2041
Front Row Advisors
California
$191K -$15.8K -75 -8%
TFM
2042
TFC Financial Management
Massachusetts
$185K -$22.8K -108 -11%
FWM
2043
Focused Wealth Management
New York
$181K -$21.1K -100 -10%
MCM
2044
MV Capital Management
Maryland
$180K +$12.9K +61 +8%
AWM
2045
Activest Wealth Management
Florida
$180K +$122K +567 +212%
BCMLT
2046
Beacon Capital Management LLC (Tennessee)
Tennessee
$179K +$41.4K +196 +30%
UCB
2047
United Community Bank
South Carolina
$177K +$177K +840 New
AS
2048
AM Squared
Hong Kong
$169K -$718K -3,400 -81%
MAWCM
2049
Mine & Arao Wealth Creation & Management
California
$164K – – –
RCG
2050
Rock Creek Group
District of Columbia
$162K +$50.1K +237 +45%
80 81
82
83 84