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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 %
YCM
351
Yousif Capital Management
Michigan
$35.9M -$205K -779 -0.6%
ADEF
352
Adams Diversified Equity Fund
Maryland
$35.7M – – –
HCM
353
Hollencrest Capital Management
California
$35.4M -$7.03M -26,702 -17%
Cambridge Investment Research Advisors
354
Cambridge Investment Research Advisors
Iowa
$35.2M +$1.36M +5,152 +4%
JSC
355
J. Stern & Co
United Kingdom
$34.5M +$34.5M +122,592 New
MOACM
356
Mutual of America Capital Management
New York
$34.3M -$1.6M -6,093 -4%
DKCM
357
Davidson Kempner Capital Management
New York
$33.9M -$31.8M -121,006 -48%
BPWM
358
Badgley Phelps Wealth Managers
Washington
$33.8M +$3.75M +14,239 +12%
FSA
359
Franklin Street Advisors
North Carolina
$33.7M -$823K -3,127 -2%
GAM
360
Guinness Asset Management
United Kingdom
$33.2M +$252K +956 +0.8%
SFA
361
Sequoia Financial Advisors
Ohio
$33M +$6.24M +23,732 +23%
WIM
362
Weitz Investment Management
Nebraska
$32.9M – – –
FDCDDQ
363
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.6M +$1.31M +4,990 +4%
AIM
364
Allen Investment Management
New York
$32.5M -$22.1M -84,147 -40%
CAN
365
Cetera Advisor Networks
California
$32.4M -$35.8K -136 -0.1%
MML Investors Services
366
MML Investors Services
Massachusetts
$32.2M +$6.82M +25,903 +27%
UCFA
367
United Capital Financial Advisors
Texas
$32.1M +$3.05M +11,605 +11%
SCTC
368
Sanibel Captiva Trust Company
Florida
$31.8M +$31.8M +120,689 New
IFLIT
369
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$31.6M -$6.72M -25,528 -18%
AG
370
Avala Global
New York
$31.4M +$342K +1,300 +1%
SCM
371
Silvant Capital Management
Georgia
$31M -$437K -1,660 -1%
TAM
372
Tocqueville Asset Management
New York
$30.7M -$1.22M -4,648 -4%
IC
373
Immersion Capital
United Kingdom
$30.5M -$16.7M -63,500 -35%
CIS
374
Capital International Sarl
California
$30.4M +$8.56M +32,530 +39%
GT
375
Glenmede Trust
Pennsylvania
$30.3M -$447K -1,699 -1%
13 14
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