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Salesforce
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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
37.76%
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 %
COPPSERS
276
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$56.1M +$4.53M +17,234 +9%
AAB
277
ABN AMRO Bank
Netherlands
$55.7M +$4.52M +17,112 +9%
MFWM
278
Motley Fool Wealth Management
Virginia
$55.5M -$2.02M -7,706 -4%
GS
279
GTS Securities
New York
$55.2M -$5M -18,993 -8%
CII
280
Capital International Inc
California
$55.1M +$15.1M +57,490 +38%
CC
281
Crosslink Capital
California
$54.8M +$26.4M +100,480 +93%
Janney Montgomery Scott
282
Janney Montgomery Scott
Pennsylvania
$54.7M +$196K +743 +0.4%
CGPCS
283
Capital Group Private Client Services
California
$54.6M +$9.12M +34,640 +20%
ATN
284
AMF Tjänstepension
Sweden
$54.2M -$20.1M -76,286 -27%
WCM
285
Windward Capital Management
California
$54.1M -$155K -588 -0.3%
BPCE
286
Bank Pictet & Cie (Europe)
Germany
$53.9M +$5.09M +19,328 +10%
PNC Financial Services Group
287
PNC Financial Services Group
Pennsylvania
$53.1M +$5.35M +20,317 +11%
Nisa Investment Advisors
288
Nisa Investment Advisors
Missouri
$53M -$10K -38 -0%
Creative Planning
289
Creative Planning
Kansas
$53M -$15.3M -57,969 -22%
II
290
IFM Investors
Australia
$52.9M -$973K -3,698 -2%
TPSF
291
Texas Permanent School Fund
Texas
$52.9M -$94.2K -358 -0.2%
SSA
292
Schonfeld Strategic Advisors
New York
$52.3M +$27.9M +105,866 +114%
SL
293
Summitry LLC
California
$52.2M -$1.05M -4,007 -2%
OAM
294
Oppenheimer Asset Management
New York
$51.8M -$2.04M -7,748 -4%
VCM
295
Valiant Capital Management
California
$51.7M +$395K +1,500 +0.8%
X
296
Xponance
Pennsylvania
$51.5M -$1.2M -4,556 -2%
MJRIC
297
Mogy Joel R Investment Counsel
California
$51.3M -$779K -2,962 -1%
Mariner
298
Mariner
Kansas
$51.2M +$994K +3,777 +2%
SEIA
299
Signature Estate & Investment Advisors
California
$51.1M +$51.1M +194,134 New
CBUSF
300
Construction & Building Unions Superannuation Fund
Australia
$50.3M – – –
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