CRM icon

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 %
TF
2076
Tompkins Financial
New York
$121K – – –
KIG
2077
Kessler Investment Group
Indiana
$117K – – –
DCBT
2078
Dakota Community Bank & Trust
North Dakota
$116K – – –
LJHT
2079
Laurie J. Hall Trustee
$115K – – –
AWM
2080
Abound Wealth Management
Tennessee
$113K -$6.76K -32 -6%
EARNEST Partners
2081
EARNEST Partners
Georgia
$113K – – –
OIA
2082
Optimum Investment Advisors
Illinois
$113K -$21.1K -100 -16%
BWP
2083
Baldwin Wealth Partners
Massachusetts
$111K -$33.2K -157 -23%
PWMG
2084
Prestige Wealth Management Group
New Jersey
$109K -$2.32K -11 -2%
FCB
2085
First Command Bank
Texas
$107K – – –
FCFS
2086
First Command Financial Services
Texas
$107K – – –
CBT
2087
CoreFirst Bank & Trust
Kansas
$106K -$33K -156 -24%
CPG
2088
Cornerstone Planning Group
New Jersey
$104K +$104K +493 New
FA
2089
Fiduciary Alliance
South Carolina
$104K +$104K +492 New
POIA
2090
Pin Oak Investment Advisors
Texas
$100K -$15.2K -72 -13%
IUHSA
2091
Itau Unibanco Holding S.A.
Brazil
$99.1K -$50.5K -239 -34%
MWM
2092
Mascoma Wealth Management
New Hampshire
$98.8K – – –
VIA
2093
Virtus Investment Advisers
Connecticut
$98K +$98K +464 New
HDIM
2094
Hanson & Doremus Investment Management
Vermont
$98K -$19.2K -91 -16%
CYG
2095
Clean Yield Group
Vermont
$97.4K – – –
SFFS
2096
Stonehage Fleming Financial Services
Jersey
$96.1K – – –
HT
2097
Headlands Technologies
Illinois
$95.5K -$292K -1,380 -75%
CWC
2098
Carolinas Wealth Consulting
North Carolina
$95.3K +$74.4K +352 +356%
EBA
2099
Eagle Bay Advisors
New York
$94K +$2.32K +11 +3%
SIS
2100
Sound Income Strategies
Florida
$93.8K +$6.34K +30 +7%
82 83
84
85 86