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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
$1.5B
2
Capital World Investors
Capital World Investors
California
$4.07B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.32B
4
Winslow Capital Management
Winslow Capital Management
Minnesota
$496M
5
Jennison Associates
Jennison Associates
New York
$1.92B

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$38.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.2B
3
Harris Associates
Harris Associates
Illinois
$1.07B
4
Polen Capital Management
Polen Capital Management
Florida
$1.67B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$2.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
2276
Horan Securities
United States
$872 – – –
SC
2277
Stephens Consulting
Michigan
$846 – – –
LFA
2278
Level Financial Advisors
New York
$845 +$845 +4 New
IA
2279
IFS Advisors
Kansas
$633 – – –
MCA
2280
Maryland Capital Advisors
Maryland
$423 +$423 +2 New
BHWM
2281
Beaird Harris Wealth Management
Texas
$212 – – –
KHC
2282
Koesten Hirschmann & Crabtree
Kansas
$212 – – –
Comerica Bank
2283
Comerica Bank
Texas
$176 +$176 +1,785 New
EWP
2284
Elevation Wealth Partners
California
$11 -$11 – –
TP
2285
Third Point
New York
– -$160M -800,000 Closed
JPMPWA
2286
J.P. Morgan Private Wealth Advisors
California
– -$149M -744,071 Closed
DCP
2287
D1 Capital Partners
New York
– -$111M -557,412 Closed
Holocene Advisors
2288
Holocene Advisors
New York
– -$106M -528,811 Closed
Alyeska Investment Group
2289
Alyeska Investment Group
Illinois
– -$90.1M -451,023 Closed
PC
2290
PointState Capital
New York
– -$68.1M -340,882 Closed
TC
2291
TwinBeech Capital
New York
– -$61.5M -308,003 Closed
AL
2292
Appaloosa LP
New Jersey
– -$57.9M -290,000 Closed
Coatue Management
2293
Coatue Management
New York
– -$55.9M -279,723 Closed
SIG
2294
Senator Investment Group
New York
– -$40M -200,000 Closed
SFM
2295
Soros Fund Management
New York
– -$34M -170,029 Closed
GLCM
2296
Greenlea Lane Capital Management
Connecticut
– -$23.9M -119,595 Closed
RCW
2297
Rheos Capital Works
Japan
– -$22.5M -112,600 Closed
Twin Tree Management
2298
Twin Tree Management
Texas
– -$21.9M -109,612 Closed
NCL
2299
Nishkama Capital LLC
Puerto Rico
– -$15.7M -78,654 Closed
SCM
2300
Soros Capital Management
New York
– -$15.1M -75,500 Closed
90 91
92
93 94