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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 %
CHA
2251
Carmichael Hill & Associates
Maryland
$4.01K – – –
CA
2252
Centerpoint Advisors
Massachusetts
$4K – – –
PS
2253
PayPay Securities
Japan
$3.8K -$1.27K -6 -25%
LWA
2254
Lowe Wealth Advisors
Maryland
$3.8K – – –
FA
2255
Financial Avengers
California
$3.17K – – –
CB
2256
Centennial Bank
Arkansas
$3.17K – – –
RTL
2257
Red Tortoise LLC
Georgia
$3.17K +$1.48K +7 +88%
OSNBOA
2258
Old Second National Bank of Aurora
Illinois
$2.96K – – –
RDFA
2259
Ritter Daniher Financial Advisory
Ohio
$2.75K – – –
WOSD
2260
WFA of San Diego
California
$2.54K +$2.54K +12 New
NSG
2261
Nalls Sherbakoff Group
Tennessee
$2.01K -$3.35K -15 -63%
RDIA
2262
RE Dickinson Investment Advisors
Iowa
$2K -$3.25K -13 -62%
FSWA
2263
Financial Synergies Wealth Advisors
Texas
$1.9K -$423 -2 -18%
2L
2264
25 LLC
Missouri
$1.84K +$461 +2 +33%
FGAM
2265
Financial Gravity Asset Management
Texas
$1.83K +$79 +215 +5%
TLCM
2266
Twin Lakes Capital Management
California
$1.69K – – –
CCP
2267
Cunning Capital Partners
North Carolina
$1.58K – – –
TWD
2268
True Wealth Design
Ohio
$1.48K -$5.28K -25 -78%
UFF
2269
USA Financial Formulas
Michigan
$1.48K – – –
DWA
2270
Delos Wealth Advisors
Texas
$1.27K – – –
SWM
2271
Sanctuary Wealth Management
Idaho
$1.27K +$1.27K +6 New
DSC
2272
Duncker Streett & Co
Missouri
$1.06K – – –
UIA
2273
Ulland Investment Advisors
Minnesota
$1K – – –
TFA
2274
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
PI
2275
PEAK6 Investments
Illinois
$883 +$221 +1 +33%
89 90
91
92 93