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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 %
BIA
2101
Bell Investment Advisors
California
$93.6K +$3.17K +15 +4%
XC
2102
XY Capital
Hong Kong
$93.4K +$93.4K +442 New
TSWM
2103
Tyler-Stone Wealth Management
Ohio
$91K +$91K +430 New
RFG
2104
RFP Financial Group
Georgia
$90.8K +$31.7K +150 +54%
PIAS
2105
PCA Investment Advisory Services
Ohio
$89.2K +$89.2K +422 New
FCG
2106
Financial Connections Group
California
$87K – – –
BAM
2107
Byrne Asset Management
New Jersey
$86K – – –
CCP
2108
Carmel Capital Partners
California
$84.5K -$65.1K -308 -44%
WAM
2109
WFA Asset Management
Wisconsin
$84.5K – – –
LCM
2110
Laurion Capital Management
New York
$84.5K +$84.5K +400 New
ACA
2111
Atlas Capital Advisors
Wyoming
$83.4K -$31.9K -151 -28%
C
2112
Covestor
United Kingdom
$79K -$1.26K -6 -2%
AIC
2113
Archer Investment Corporation
Indiana
$78.6K +$31.3K +148 +66%
CSWM
2114
Cassady Schiller Wealth Management
Ohio
$77.1K +$6.55K +31 +9%
WWP
2115
WR Wealth Planners
Missouri
$76.1K +$22.4K +106 +42%
CHC
2116
City Holding Co
West Virginia
$76.1K -$71.2K -337 -48%
MFG
2117
Mendota Financial Group
Wisconsin
$71.2K – – –
ECM
2118
Estabrook Capital Management
New York
$69.9K – – –
LOIP
2119
Live Oak Investment Partners
Texas
$69.7K -$53.9K – –
CCA
2120
Column Capital Advisors
Indiana
$69.1K -$1.27K -6 -2%
GKIM
2121
GW&K Investment Management
Massachusetts
$69K +$68.6K +324 +16,200%
OAJ
2122
Ogorek Anthony Joseph
New York
$68K +$2.3K +11 +4%
FWA
2123
FSC Wealth Advisors
New York
$67.2K +$5.28K +25 +9%
FPFS
2124
First Personal Financial Services
North Carolina
$66.3K – – –
CB
2125
Community Bank
New York
$66.3K -$6.97K -33 -10%
83 84
85
86 87