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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 %
MFC
2226
Mechanics Financial Corp
Ohio
$10.6K – – –
PP
2227
PrairieView Partners
Minnesota
$10K – – –
TFA
2228
Toth Financial Advisory
Virginia
$9.93K -$274K -1,295 -96%
KFS
2229
Kelly Financial Services
Massachusetts
$9.93K -$634 -3 -6%
NECFA
2230
New England Capital Financial Advisors
Connecticut
$9.51K – – –
FNBOSM
2231
First National Bank of South Miami
Florida
$9.3K – – –
AW
2232
Avion Wealth
Texas
$9K +$7.63K +39 +557%
MBFW
2233
Morton Brown Family Wealth
Pennsylvania
$8.87K -$2.75K -13 -24%
DI
2234
Disciplined Investments
Oklahoma
$8.66K -$634 -3 -7%
SHIM
2235
Stone House Investment Management
Pennsylvania
$8.45K – – –
HH
2236
HWG Holdings
Texas
$7.61K +$7.61K +36 New
FCT
2237
First Community Trust
Iowa
$6.97K – – –
PP
2238
Pacifica Partners
Canada
$6.42K – – –
BCM
2239
Bourgeon Capital Management
Connecticut
$6.34K – – –
BWS
2240
Buck Wealth Strategies
Colorado
$6.13K -$6.34K -30 -51%
RIM
2241
Ranger Investment Management
Texas
$5.92K – – –
CWA
2242
Carolina Wealth Advisors
South Carolina
$5.49K – – –
DCM
2243
Davidson Capital Management
Texas
$5.49K – – –
GGI
2244
Godsey & Gibb Inc
Virginia
$5.28K +$5.28K +25 New
YAL
2245
Your Advocates Ltd
Texas
$5.07K – – –
LSA
2246
Lansing Street Advisors
Pennsylvania
$5.07K – – –
RBC
2247
Roble Belko & Company
Pennsylvania
$5K – – –
JGIA
2248
Jackson Grant Investment Advisers
Connecticut
$4.65K -$325K -1,538 -99%
PGAM
2249
Princeton Global Asset Management
New Jersey
$4.44K -$63.4K -300 -93%
TCM
2250
TD Capital Management
Tennessee
$4.23K – – –
88 89
90
91 92