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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 %
TCM
2351
Tufton Capital Management
Maryland
– -$290K -1,450 Closed
RCM
2352
RNC Capital Management
California
– -$285K -1,429 Closed
ECU
2353
Eisler Capital (US)
New York
– -$280K -1,402 Closed
HHGA
2354
Halbert Hargrove Global Advisors
California
– -$268K -1,342 Closed
CP
2355
Camelot Portfolios
Ohio
– -$261K -1,305 Closed
JGC
2356
J. Goldman & Co
New York
– -$255K -1,277 Closed
SCM
2357
Stevens Capital Management
Pennsylvania
– -$255K -1,277 Closed
SP
2358
Successful Portfolios
Florida
– -$239K -1,197 Closed
LA
2359
LexAurum Advisors
Kansas
– -$234K -1,173 Closed
CAGAS
2360
Capital Advisory Group Advisory Services
Minnesota
– -$224K -1,121 Closed
CW
2361
Channel Wealth
California
– -$223K -1,114 Closed
MPW
2362
MGO Private Wealth
California
– -$216K -1,079 Closed
GCP
2363
Gill Capital Partners
Colorado
– -$213K -1,064 Closed
GC
2364
Gratus Capital
Georgia
– -$211K -1,058 Closed
CAAS
2365
Capital Asset Advisory Services
Michigan
– -$206K -1,030 Closed
CCM
2366
Compton Capital Management
Rhode Island
– -$201K -1,005 Closed
AC
2367
ASB Consultores
Florida
– -$200K -1,003 Closed
CM
2368
Capula Management
Cayman Islands
– -$191K -958 Closed
HWM
2369
HighMark Wealth Management
Minnesota
– -$128K -639 Closed
M1FG
2370
Mach-1 Financial Group
Arkansas
– -$99.1M -496 Closed
AWM
2371
Ameliora Wealth Management
Switzerland
– -$53.5K -268 Closed
WIM
2372
WealthPlan Investment Management
Nebraska
– -$44.8K -224 Closed
CWM
2373
CarsonAllaria Wealth Management
Illinois
– -$26K -130 Closed
GCWM
2374
Graham Capital Wealth Management
District of Columbia
– -$234K -117 Closed
ONST
2375
Old North State Trust
North Carolina
– -$23K -114 Closed
92 93 94
95
96