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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 %
ASC
326
Atalanta Sosnoff Capital
New York
$43.5M -$874K -3,321 -2%
URS
327
Utah Retirement Systems
Utah
$43.2M +$263K +1,000 +0.6%
Tudor Investment Corp
328
Tudor Investment Corp
Connecticut
$43.2M +$28.2M +107,348 +189%
Brown Advisory
329
Brown Advisory
Maryland
$43.1M -$597K -2,269 -1%
CLGM
330
Capitolis Liquid Global Markets
New York
$42.1M +$42.1M +160,000 New
WA
331
WestEnd Advisors
North Carolina
$42M -$915K -3,476 -2%
Simplex Trading
332
Simplex Trading
Illinois
$40.4M +$11.2M +42,488 +38%
ECM
333
ExodusPoint Capital Management
New York
$40.3M +$10.3M +39,241 +34%
NYLIM
334
New York Life Investment Management
New York
$40.1M +$163K +621 +0.4%
BCM
335
Becker Capital Management
Oregon
$39.5M -$583K -2,215 -1%
HFS
336
Hantz Financial Services
Michigan
$39.4M -$2.69M -10,239 -6%
PFP
337
Pinnacle Financial Partners
Tennessee
$39.2M -$1.21M -4,609 -3%
BMSSC
338
B. Metzler seel. Sohn & Co
Germany
$39.2M +$2.71M +10,303 +7%
LPP
339
Long Path Partners
Connecticut
$39.1M -$5.23M -19,888 -12%
FAF
340
Fjarde Ap-fonden
Sweden
$39.1M -$3.03M -11,500 -7%
MAM
341
Martingale Asset Management
Massachusetts
$38.8M +$8.23M +31,292 +27%
UIM
342
USS Investment Management
United Kingdom
$38.6M -$3.72M -14,115 -9%
RG
343
Renaissance Group
Kentucky
$37.9M -$655K -2,490 -2%
TRCT
344
Tower Research Capital (TRC)
New York
$37.5M +$17.8M +67,621 +90%
QC
345
Quadrature Capital
United Kingdom
$37.1M +$37.1M +141,071 New
QP
346
Quilter Plc
United Kingdom
$36.8M +$2.14M +8,079 +6%
GC
347
Guggenheim Capital
Illinois
$36.8M +$5.2M +19,773 +16%
MTIM
348
Marathon Trading Investment Management
Pennsylvania
$36.5M +$36.4M +138,369 +34,766%
AAM
349
Aureus Asset Management
Massachusetts
$36.3M -$97.9K -372 -0.3%
RFC
350
Regions Financial Corp
Alabama
$36.1M +$49.7K +189 +0.1%
12 13
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