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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 %
PK
2176
Pflug Koory
Nebraska
$30.6K – – –
RFA
2177
Register Financial Advisors
Georgia
$30.4K -$26.4K -125 -46%
NIC
2178
Northwest Investment Counselors
Oregon
$29.8K +$423 +2 +1%
USB
2179
Union Savings Bank
Connecticut
$27K +$27K +120 New
FMTCOCP
2180
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$27K +$21.3K +101 +374%
BBPWM
2181
Blue Bell Private Wealth Management
Pennsylvania
$26.6K +$5.28K +25 +25%
DAC
2182
Dividend Assets Capital
South Carolina
$26K +$5.2K +25 +25%
TAIM
2183
TD Ameritrade Investment Management
Nebraska
$25K -$11.4K -53 -31%
AP
2184
Arlington Partners
Alabama
$24.9K -$120K -566 -83%
CMA
2185
Cedar Mountain Advisors
Oregon
$23.5K – – –
BC
2186
Barrett & Company
Rhode Island
$23.2K – – –
TF
2187
TimeScale Financial
Massachusetts
$23K +$14.8K +70 +179%
BG
2188
Bollard Group
Massachusetts
$23K +$17.8K +85 +340%
CTA
2189
Colonial Trust Advisors
South Carolina
$22.8K +$845 +4 +4%
OPTFSNA
2190
Old Point Trust & Financial Services N A
Virginia
$22.6K +$22.6K +107 New
CTWM
2191
Cherry Tree Wealth Management
Minnesota
$22.2K +$22.2K +105 New
BC
2192
Belmont Capital
California
$21.3K +$21.3K +101 New
FFA
2193
Fairfield Financial Advisors
Massachusetts
$21.1K – – –
SFG
2194
Steward Financial Group
Texas
$21K -$4.2K -20 -17%
TC
2195
Tacita Capital
Ontario, Canada
$21K – – –
IPW
2196
Impact Partnership Wealth
Georgia
$20.7K +$20.7K +98 New
OA
2197
Operose Advisors
Wisconsin
$20.3K – – –
MA
2198
MCF Advisors
Kentucky
$20.3K +$2.32K +11 +13%
Cohen & Steers
2199
Cohen & Steers
New York
$20K -$22.6K -106 -53%
GFL
2200
Granite FO LLC
New Hampshire
$18.8K – – –
86 87
88
89 90