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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 %
BHWM
2126
Bay Harbor Wealth Management
Maryland
$66.3K +$66.3K +314 New
MLA
2127
MB, Levis & Associates
Pennsylvania
$65.7K – – –
BONH
2128
Bank of New Hampshire
New Hampshire
$65.5K – – –
JWA
2129
JFS Wealth Advisors
Pennsylvania
$65.1K -$1.27K -6 -2%
PHAM
2130
Portland Hill Asset Management
United Kingdom
$65K – – –
ACM
2131
Antonetti Capital Management
Florida
$63.4K – – –
NCM
2132
Northwest Capital Management
Oregon
$63.4K +$63.4K +300 New
LCM
2133
Logan Capital Management
Pennsylvania
$63K – – –
PMFA
2134
Plante Moran Financial Advisors
Michigan
$62.5K +$28.7K +136 +85%
GFPC
2135
Global Financial Private Client
Florida
$62K – – –
DAM
2136
Delta Asset Management
Tennessee
$61.7K – – –
IFAM
2137
Institutional & Family Asset Management
Colorado
$57.9K +$11.2K +53 +24%
HB
2138
Horizon Bancorp
Indiana
$57K +$57K +272 New
AP
2139
Atwood & Palmer
Missouri
$56.4K +$53.2K +252 +1,680%
WBC
2140
West Branch Capital
Massachusetts
$56K +$51.5K +244 +1,162%
TWP
2141
TFO Wealth Partners
Ohio
$55.1K +$55.1K +261 New
TVWM
2142
Tower View Wealth Management
Wisconsin
$55K – – –
HFM
2143
Hartford Financial Management
Connecticut
$54.7K – – –
WP
2144
WealthPLAN Partners
Nebraska
$54.5K -$21.1K -100 -28%
ME
2145
McIlrath & Eck
Washington
$53K -$12.7K -60 -19%
RG
2146
Retirement Group
California
$53K – – –
AAG
2147
Armstrong Advisory Group
Massachusetts
$49.9K +$12.5K +59 +33%
ICM
2148
Intrepid Capital Management
Florida
$49.9K +$49.9K +236 New
TAM
2149
Tucker Asset Management
Colorado
$47.7K – – –
JAM
2150
JCIC Asset Management
Ontario, Canada
$47.3K – – –
84 85
86
87 88