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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 %
CFA
2326
Compass Financial Advisors
Indiana
– -$1.04M -5,199 Closed
YL
2327
YCG LLC
Texas
– -$1.01M -5,076 Closed
LC
2328
Lavaca Capital
Texas
– -$840K -5,000 Closed
F1I
2329
Fund 1 Investments
Puerto Rico
– -$999K -5,000 Closed
MHS
2330
M Holdings Securities
Oregon
– -$976K -4,889 Closed
BAM
2331
Blueshift Asset Management
New Jersey
– -$894K -4,475 Closed
BCM
2332
Brasada Capital Management
Texas
– -$799K -4,000 Closed
HNWAG
2333
High Net Worth Advisory Group
Florida
– -$773K -3,870 Closed
DA
2334
Duality Advisers
Florida
– -$719K -3,600 Closed
UM
2335
Ulysses Management
New York
– -$599K -3,000 Closed
AWS
2336
Aspen Wealth Strategies
Colorado
– -$509K -2,546 Closed
MGIM
2337
M&G Investment Management
United Kingdom
– -$451K -2,256 Closed
WC
2338
Waterloo Capital
Texas
– -$430K -2,153 Closed
GAMC
2339
Garner Asset Management Corp
Texas
– -$428K -2,144 Closed
TWM
2340
Tolleson Wealth Management
Texas
– -$425K -2,129 Closed
RWP
2341
RWA Wealth Partners
Massachusetts
– -$414K -2,073 Closed
KA
2342
Kerrisdale Advisers
Florida
– -$391K -1,955 Closed
CCM
2343
Chiron Capital Management
Florida
– -$380K -1,900 Closed
IA
2344
IFG Advisory
Georgia
– -$373K -1,869 Closed
KAM
2345
Karani Asset Management
New York
– -$373K -1,869 Closed
SWRP
2346
Summit Wealth & Retirement Planning
California
– -$370K -1,851 Closed
ASFA
2347
All Season Financial Advisors
Colorado
– -$362K -1,813 Closed
NWMG
2348
National Wealth Management Group
Ohio
– -$339K -1,681 Closed
BCM
2349
Barden Capital Management
Texas
– -$324K -1,622 Closed
CCA
2350
Childress Capital Advisors
Texas
– -$303K -1,515 Closed
92 93
94
95 96