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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 %
ARAM
2301
Ardmore Road Asset Management
New York
– -$15M -75,000 Closed
Walleye Capital
2302
Walleye Capital
New York
– -$15M -74,944 Closed
LP
2303
LMR Partners
United Kingdom
– -$12.8M -64,126 Closed
SCM
2304
Sandler Capital Management
New York
– -$10.6M -52,870 Closed
Parallax Volatility Advisers
2305
Parallax Volatility Advisers
California
– -$9.65M -48,291 Closed
OCM
2306
Ogborne Capital Management
California
– -$7.99M -40,000 Closed
PRC
2307
Pearl River Capital
Michigan
– -$7.23M -36,186 Closed
TM
2308
Tiger Management
New York
– -$6.73M -33,700 Closed
LFAS
2309
Level Four Advisory Services
Texas
– -$6.26M -31,318 Closed
CANY
2310
Caxton Associates (New York)
New York
– -$6.1M -30,512 Closed
DCM
2311
Discovery Capital Management
Connecticut
– -$5.23M -26,200 Closed
MC
2312
Metavasi Capital
New York
– -$4.99M -25,000 Closed
ACM
2313
Alight Capital Management
New York
– -$4.99M -25,000 Closed
TC
2314
Tairen Capital
Hong Kong
– -$4.54M -22,726 Closed
CCM
2315
Cobalt Capital Management
New Jersey
– -$4.2M -21,000 Closed
GEM
2316
Global Endowment Management
North Carolina
– -$3.89M -19,453 Closed
JGGDR
2317
JGP Global Gestao de Recursos
Brazil
– -$4.45M -12,900 Closed
CI
2318
CAZ Investments
Texas
– -$2.56M -12,800 Closed
KF
2319
Krilogy Financial
Missouri
– -$1.67M -8,347 Closed
DEA
2320
DoubleLine ETF Adviser
Florida
– -$1.5M -7,506 Closed
IM
2321
Islet Management
New York
– -$1.5M -7,500 Closed
VHAM
2322
Van Hulzen Asset Management
California
– -$1.42M -7,114 Closed
ADIM
2323
Alpha DNA Investment Management
Maryland
– -$1.39M -6,963 Closed
AAP
2324
Ardsley Advisory Partners
Connecticut
– -$1.2M -6,000 Closed
FCM
2325
Fortis Capital Management
Washington
– -$1.09M -5,459 Closed
91 92
93
94 95