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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 %
RFA
2051
Resurgent Financial Advisors
Georgia
$160K +$211 +1 +0.1%
CAL
2052
Capital Advisors Ltd
Ohio
$154K +$114K +540 +289%
CT
2053
Colonial Trust
South Carolina
$154K +$41.8K +198 +37%
WPA
2054
West Paces Advisors
Georgia
$153K -$15.4K -73 -9%
FBC
2055
Fairfield, Bush & Co
Connecticut
$153K +$153K +726 New
Kayne Anderson Rudnick Investment Management
2056
Kayne Anderson Rudnick Investment Management
California
$150K +$4.86K +23 +3%
WAM
2057
Worth Asset Management
Texas
$149K +$131K +622 +740%
DIP
2058
DT Investment Partners
Pennsylvania
$148K +$20.6K +92 +16%
DMBA
2059
Deseret Mutual Benefit Administrators
Utah
$148K – – –
UID
2060
Union Investments & Development
Israel
$148K – – –
VCM
2061
Versant Capital Management
Arizona
$145K +$2.11K +10 +1%
WSC
2062
Wellington Shields & Co
New York
$145K – – –
SWA
2063
Sutton Wealth Advisors
Florida
$140K +$68.7K +325 +97%
LFASL
2064
Lugano Financial Advisors SA (LFA)
Switzerland
$139K – – –
KFP
2065
KB Financial Partners
New Jersey
$136K +$122K +578 +863%
CAC
2066
Core Alternative Capital
Georgia
$135K -$20.1K -95 -13%
MCM
2067
Manchester Capital Management
Vermont
$134K +$2.96K +14 +2%
FMP
2068
Financial Management Professionals
Texas
$134K -$18.6K -88 -12%
BCM
2069
Blume Capital Management
California
$132K +$5.28K +25 +4%
GCM
2070
Gables Capital Management
Florida
$130K +$125K +590 +2,269%
GC
2071
Globeflex Capital
California
$127K +$127K +600 New
AAP
2072
Arax Advisory Partners
Colorado
$126K +$70.8K +335 +128%
Allianz Asset Management
2073
Allianz Asset Management
Germany
$125K +$43K +203,722 +52%
GM
2074
GeoWealth Management
Illinois
$125K +$125K +588 New
WOC
2075
West Oak Capital
California
$124K – – –
81 82
83
84 85