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Salesforce
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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 %
MTIM
2201
Marathon Trading Investment Management
Pennsylvania
$18.6K -$214K -1,012 -92%
PO
2202
Private Ocean
California
$18.6K -$5.49K -26 -23%
SF
2203
Safeguard Financial
Wisconsin
$17K +$17K +84 New
JMF
2204
Johnson Midwest Financial
Iowa
$16.9K – – –
SIS
2205
Strategic Investment Solutions
Illinois
$16.6K -$67.1K -315 -80%
SWM
2206
Sugarloaf Wealth Management
Georgia
$16.1K – – –
DMKJ
2207
David M. Knott Jr
$16K – – –
FP
2208
Financial Perspectives
Minnesota
$15.8K – – –
MSFP
2209
Mark Sheptoff Financial Planning
Connecticut
$15.8K +$15.8K +75 New
PG
2210
Prostatis Group
Maryland
$15.8K +$15.8K +12,901 New
PFG
2211
Piershale Financial Group
Illinois
$15.8K – – –
NC
2212
NewSquare Capital
Pennsylvania
$15.6K -$15.8K -75 -50%
LF
2213
Lee Financial
Texas
$15.4K -$4.65K -22 -23%
VF
2214
VitalStone Financial
Texas
$15K +$12K +61 +407%
BAM
2215
Bellevue Asset Management
Washington
$14.8K -$4.23K -20 -22%
CAM
2216
Costello Asset Management
Pennsylvania
$14.6K – – –
CWA
2217
Clearview Wealth Advisors
Oregon
$14.6K +$2.11K +10 +17%
SC
2218
Steph & Co
Wisconsin
$13.9K – – –
HWA
2219
HHM Wealth Advisors
Tennessee
$13.5K -$4.86K -23 -26%
TC
2220
Trust Company
Kansas
$12.7K – – –
AFS
2221
Annapolis Financial Services
Maryland
$12.5K – – –
PP
2222
PFS Partners
New Jersey
$12.3K +$12.3K +58 New
PCC
2223
Park Circle Company
Maryland
$11.4K – – –
CMP
2224
Coston McIsaac & Partners
Maine
$11K – – –
SL
2225
Savior LLC
Massachusetts
$10.6K – – –
87 88
89
90 91