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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
37.76%
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 %
SC
301
Scotia Capital
Ontario, Canada
$50.1M +$469K +1,783 +0.9%
EAM
302
Erste Asset Management
Austria
$49.9M -$1.2M -4,522 -2%
OCM
303
Oribel Capital Management
New York
$49.8M +$49.8M +189,200 New
GIA
304
Gateway Investment Advisers
Ohio
$49.5M -$16.3M -61,989 -25%
HNB
305
Huntington National Bank
Ohio
$49.3M +$3.59M +13,632 +8%
RC
306
RV Capital
Switzerland
$49.2M -$28.4M -107,994 -37%
CWM
307
CIBC World Markets
New York
$48.6M +$24.1M +91,417 +98%
HAM
308
Hyperion Asset Management
Australia
$48.6M -$4.43M -16,853 -8%
CRC
309
Curi RMB Capital
Illinois
$47.6M -$826K -3,140 -2%
MAM
310
Magellan Asset Management
Australia
$47.3M -$10.7M -40,516 -18%
FCI
311
Financial Counselors Inc
Kansas
$47.1M -$3.95K -15 -0%
TC
312
TownSquare Capital
Utah
$46.9M -$5.05M -19,209 -10%
LF
313
Lannebo Fonder
Sweden
$46.7M – – –
OWP
314
Obermeyer Wealth Partners
Colorado
$46.1M -$755K -2,871 -2%
WP
315
Woodline Partners
California
$45.3M +$41.5M +157,820 +1,096%
TP
316
TenCore Partners
New York
$45.1M +$121K +460 +0.3%
M&T Bank
317
M&T Bank
New York
$44.9M +$10.9M +41,287 +32%
CNB
318
Czech National Bank
Czech Republic
$44.9M +$54.5K +207 +0.1%
AWM
319
AE Wealth Management
Kansas
$44.7M +$7.5M +26,785 +20%
CW
320
Connectus Wealth
Ohio
$44.4M +$3.54M +13,443 +9%
NIMI
321
Natixis Investment Managers International
France
$44M +$250K +950 +0.6%
BCP
322
BSN Capital Partners
United Kingdom
$44M +$44M +191,000 New
CIBC World Market
323
CIBC World Market
Ontario, Canada
$43.9M -$58.9K -224 -0.1%
Daiwa Securities Group
324
Daiwa Securities Group
Japan
$43.9M +$1.77M +6,713 +4%
HIMC
325
Heritage Investors Management Corp
Maryland
$43.7M -$12.9K -49 -0%
11 12
13
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