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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 %
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$64.8M -$3.42M -13,015 -5%
TRSOTSOK
252
Teachers Retirement System of the State of Kentucky
Kentucky
$64.6M -$2.71M -10,282 -4%
Luther King Capital Management (LKCM)
253
Luther King Capital Management (LKCM)
Texas
$64.3M +$2.06M +7,847 +3%
Teacher Retirement System of Texas
254
Teacher Retirement System of Texas
Texas
$64.1M -$13M -49,291 -17%
BC
255
Bartlett & Co
Ohio
$63.8M +$1.6M +6,014 +3%
BCWM
256
Bartlett & Co Wealth Management
Ohio
$63.8M +$1.6M +6,014 +3%
AB
257
Amalgamated Bank
New York
$63M -$3.16M -12,012 -5%
JCAM
258
Jericho Capital Asset Management
New York
$62.9M -$26.3M -100,000 -29%
Mackenzie Financial
259
Mackenzie Financial
Ontario, Canada
$62.6M -$7.56M -28,729 -11%
NSLI
260
Nan Shan Life Insurance
Taiwan
$62.5M +$19.2M +73,152 +44%
AAM
261
AMI Asset Management
California
$62.5M -$351K -1,332 -0.6%
BBVA
262
Banco Bilbao Vizcaya Argentaria
Spain
$62.2M +$24.4M +92,642 +65%
Comerica Bank
263
Comerica Bank
Texas
$61.3M +$478K +1,816 +0.8%
CC
264
Chicago Capital
Illinois
$60.6M +$6M +22,787 +11%
OIAM
265
OFI Invest Asset Management
France
$59.6M -$52.2K -219 -0.1%
Impax Asset Management Group
266
Impax Asset Management Group
United Kingdom
$58.9M -$16.8M -63,763 -22%
LA
267
LBP AM
France
$58.4M +$1.98M +7,529 +4%
Balyasny Asset Management
268
Balyasny Asset Management
Illinois
$58.2M +$54.4M +206,713 +1,427%
LWCA
269
Locust Wood Capital Advisers
New York
$58.1M -$16.6M -63,042 -22%
CANY
270
Caxton Associates (New York)
New York
$57.9M +$51.7M +196,500 +836%
FRAF
271
Första AP-fonden
Sweden
$57.3M -$1.26M -4,800 -2%
BS
272
Banco Santander
Spain
$56.7M +$5.11M +19,415 +10%
Retirement Systems of Alabama
273
Retirement Systems of Alabama
Alabama
$56.4M -$1.52M -5,792 -3%
PTC
274
Petrus Trust Company
Texas
$56.4M – – –
CIBC Asset Management
275
CIBC Asset Management
Ontario, Canada
$56.3M -$5.53M -21,018 -9%
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