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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
$10.6B
2
Capital International Investors
Capital International Investors
California
$3.61B
3
Coatue Management
Coatue Management
New York
$564M
4
State Street
State Street
Massachusetts
$12.1B
5
DZ Bank
DZ Bank
Germany
$893M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$13.2M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$2.22B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.76B
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$763M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
PRC
2601
Pearl River Capital
Michigan
– -$4.42M -21,796 Closed
ESCM
2602
Echo Street Capital Management
New York
– -$4.26M -20,985 Closed
WAM
2603
Wolverine Asset Management
Illinois
– -$3.86M -19,020 Closed
LBC
2604
Lawrence B. Cohen
– -$3.4M -16,777 Closed
YIH
2605
Y-Intercept (HK)
Hong Kong
– -$3.18M -15,666 Closed
TSW
2606
Thompson Siegel & Walmsley
Virginia
– -$3.04M -15,000 Closed
FMAEN1
2607
Fund Management at Engine No 1
California
– -$2.82M -13,930 Closed
SC
2608
Savoie Capital
Illinois
– -$2.63M -12,950 Closed
STC
2609
Sarah T. Connolly
– -$2.61M -12,848 Closed
CM
2610
Churchill Management
California
– -$2.5M -12,323 Closed
SI
2611
Saxon Interests
Texas
– -$2.44M -12,052 Closed
CAM
2612
Centre Asset Management
New York
– -$2.33M -11,499 Closed
AF
2613
Ally Financial
Michigan
– -$2.23M -11,000 Closed
AAM
2614
Alphadyne Asset Management
New York
– -$1.98M -9,751 Closed
TCM
2615
Teza Capital Management
Illinois
– -$1.82M -8,965 Closed
PCM
2616
Prana Capital Management
Connecticut
– -$1.53M -7,556 Closed
Walleye Trading
2617
Walleye Trading
New York
– -$1.42M -6,979 Closed
CMTU
2618
Capital Markets Trading (UK)
United Kingdom
– -$1.32M -6,506 Closed
VCM
2619
Vetamer Capital Management
California
– -$1.31M -6,482 Closed
DA
2620
Duality Advisers
Florida
– -$1.27M -6,278 Closed
GCP
2621
Garda Capital Partners
Minnesota
– -$1.09M -5,356 Closed
SMFG
2622
Sumitomo Mitsui Financial Group
Japan
– -$1.08M -5,313 Closed
LFM
2623
Lumina Fund Management
New York
– -$1.03M -5,100 Closed
LCGC
2624
Legacy Capital Group California
California
– -$960K -4,734 Closed
SPA
2625
Sherbrooke Park Advisers
New York
– -$939K -4,629 Closed
103 104
105
106 107