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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 %
GL
376
Governors Lane
New York
$30.2M +$7.71M +29,300 +34%
HCMG
377
Howard Capital Management Group
California
$29.9M -$17.9K -68 -0.1%
CAM
378
Cresset Asset Management
Illinois
$29.6M -$641K -2,436 -2%
N
379
Natixis
France
$29.5M -$26.5M -100,765 -47%
BCIM
380
British Columbia Investment Management
British Columbia, Canada
$29.5M +$6.15M +23,379 +26%
EAM
381
EULAV Asset Management
Florida
$29.4M -$1.18M -4,501 -4%
NAM
382
Nissay Asset Management
Japan
$29.2M +$739K +2,809 +3%
IHG
383
Insight Holdings Group
New York
$28.7M +$6.39M +24,300 +29%
Credit Agricole
384
Credit Agricole
France
$28.6M +$3.75M +14,242 +15%
BBA
385
Baader Bank Aktiengesellschaft
Germany
$28.5M -$2.08M -7,900 -7%
SPIA
386
Steward Partners Investment Advisory
New York
$28M +$431K +1,639 +2%
Pathstone Holdings
387
Pathstone Holdings
New Jersey
$27.8M +$27.8M +105,807 New
SOADOR
388
State of Alaska Department of Revenue
Alaska
$27.7M -$2.8M -10,650 -9%
DIA
389
Dana Investment Advisors
Wisconsin
$27.6M +$2.9M +11,011 +12%
CA
390
Commerzbank Aktiengesellschaft
Germany
$27.5M +$6.96M +26,458 +34%
FMI
391
Factory Mutual Insurance
Massachusetts
$27.4M – – –
WT
392
Whittier Trust
California
$27.3M +$1.14M +4,330 +4%
CA
393
Cetera Advisors
Colorado
$27.1M +$712K +2,706 +3%
TH
394
TCTC Holdings
Texas
$27M +$43.4K +165 +0.2%
GT
395
Greenleaf Trust
Michigan
$26.9M -$1.13M -4,280 -4%
MSR
396
Main Street Research
Connecticut
$26.8M +$337K +1,282 +1%
DIA
397
Davidson Investment Advisors
Montana
$26.5M +$432K +1,641 +2%
CI
398
Capital International
California
$26.4M +$5.41M +20,571 +26%
NP
399
NS Partners
United Kingdom
$26.4M -$21.1K -80 -0.1%
MGI
400
MayTech Global Investments
New York
$26.2M +$46.3K +176 +0.2%
14 15
16
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