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 %
CFS
2151
CGC Financial Services
Oregon
$47.1K +$47.1K +223 New
CAS
2152
Coppell Advisory Solutions
Texas
$46.8K -$666K -3,160 -93%
GA
2153
GoalVest Advisory
New York
$46.3K – – –
GIA
2154
GHP Investment Advisors
Colorado
$44.9K – – –
Capstone Investment Advisors
2155
Capstone Investment Advisors
New York
$44.6K -$2.73M -12,912 -98%
PCFFS
2156
Pacific Center for Financial Services
California
$43.1K – – –
TIM
2157
Tortoise Investment Management
New York
$41.2K +$845 +4 +2%
CSC
2158
Caldwell Sutter Capital
California
$41.2K +$1.06K +5 +3%
MHR
2159
Matthew Hamilton Rosenberg
$41K -$26.4K -125 -39%
OC
2160
Oakworth Capital
Alabama
$41K -$213K -1,010 -84%
QL
2161
Quarry LP
New York
$40.8K +$40.8K +193 New
SIC
2162
SJS Investment Consulting
Ohio
$40.4K +$31.5K +149 +355%
HMS
2163
Hanseatic Management Services
New Mexico
$40K +$40K +187 New
AWM
2164
Atticus Wealth Management
Florida
$38.9K -$11.4K -54 -23%
OLVIG
2165
Oliver Lagore Vanvalin Investment Group
Michigan
$38.6K -$6.12K -29 -14%
HWP
2166
Highline Wealth Partners
California
$37.8K – – –
TCM
2167
Tradewinds Capital Management
Washington
$35.7K – – –
MG
2168
MilWealth Group
Wisconsin
$34.9K – – –
MFT
2169
Moisand Fitzgerald Tamayo
Florida
$34.6K -$21.1K -100 -38%
PCTC
2170
Perkins Coie Trust Company
Washington
$34.6K – – –
MIM
2171
Macroview Investment Management
Maryland
$34.4K -$12.7K -60 -27%
RA
2172
Rise Advisors
New York
$33.6K -$9.72K -46 -22%
SGC
2173
Slocum, Gordon & Co
Rhode Island
$31.7K – – –
IWP
2174
IAG Wealth Partners
Wisconsin
$31.7K +$6.34K +30 +25%
HI
2175
Hoey Investments
Pennsylvania
$31.7K +$31.7K +150 New
85 86
87
88 89