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Salesforce
CRM

Overview Fund Activity

2,576 hedge funds and large institutions have $210B invested in Salesforce in 2023 Q4 according to their latest regulatory filings, with 435 funds opening new positions, 981 increasing their positions, 904 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,576
Holders Change
+304
Holders Change %
+13.38%
% of All Funds
37.77%
Holding in Top 10
143
Holding in Top 10 Change
+52
Holding in Top 10 Change %
+57.14%
% of All Funds
2.1%
New
435
Increased
981
Reduced
904
Closed
97
Calls
$5.06B
Puts
$6.9B
Net Calls
-$1.84B
Net Calls Change
-$215M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.96B
2
Capital International Investors
Capital International Investors
California
+$1.56B
3
Coatue Management
Coatue Management
New York
+$564M
4
State Street
State Street
Massachusetts
+$491M
5
DZ Bank
DZ Bank
Germany
+$468M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$1.76B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$525M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$484M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$468M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$450M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
226
Junto Capital Management
New York
$76.8M -$36.4M -138,375 -32%
SMDAM
227
Sumitomo Mitsui DS Asset Management
Japan
$76.5M -$641K -2,437 -0.8%
Vontobel Holding
228
Vontobel Holding
Switzerland
$76M +$11.4M +43,386 +18%
MIS
229
Morningstar Investment Services
Illinois
$74.9M +$37M +139,320 +98%
UM
230
UniSuper Management
Australia
$74.8M +$39.8M +151,226 +114%
ASRS
231
Arizona State Retirement System
Arizona
$74.6M +$2.06M +7,845 +3%
Calamos Advisors
232
Calamos Advisors
Illinois
$74.3M -$654K -2,487 -0.9%
CLOS
233
Compagnie Lombard Odier SCmA
Switzerland
$74.3M +$1.68M +6,392 +2%
Connor, Clark & Lunn Investment Management (CC&L)
234
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$74.1M +$22.8M +86,495 +44%
MPI
235
Mairs & Power Inc
Minnesota
$73.5M -$1.57M -5,974 -2%
PI
236
PineBridge Investments
New York
$72.6M +$14.3M +54,413 +25%
PCH
237
Polar Capital Holdings
United Kingdom
$72.2M -$5.33M -20,243 -7%
AAMU
238
APG Asset Management US
New York
$71.6M +$71.6M +272,274 New
Baird Financial Group
239
Baird Financial Group
Wisconsin
$71.3M +$22.1M +84,173 +45%
CI
240
Cooper Investors
Australia
$71M -$16.9M -64,237 -19%
NC
241
Nicholas Company
Wisconsin
$70.3M +$4.43M +16,820 +7%
CG
242
Carmignac Gestion
France
$70.3M -$4.18M -15,873 -6%
SOMRS
243
State of Michigan Retirement System
Michigan
$70.1M -$184K -700 -0.3%
MIM
244
MetLife Investment Management
New Jersey
$69.8M -$1.32M -5,010 -2%
MNG
245
Manning & Napier Group
New York
$69M -$53.2M -201,986 -44%
OCBCO
246
Oversea-Chinese Banking Corp (OCBC)
Singapore
$68.7M -$10.2M -38,567 -13%
DnB Asset Management
247
DnB Asset Management
Norway
$66.8M +$4.11M +15,622 +7%
JWBC
248
John W. Bristol & Co
New York
$65.6M -$3.31M -12,561 -5%
VLKIM
249
Van Lanschot Kempen Investment Management
Netherlands
$65.4M +$23.4M +88,846 +56%
CAG
250
Crestwood Advisors Group
Massachusetts
$65M +$2.69M +10,221 +4%
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