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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 %
GAM
451
Gotham Asset Management
New York
$19.8M -$7.67M -29,164 -28%
Mercer Global Advisors
452
Mercer Global Advisors
Colorado
$19.6M +$3.39M +12,871 +21%
Wealth Enhancement Advisory Services
453
Wealth Enhancement Advisory Services
Minnesota
$19.5M +$842K +3,201 +5%
MSRPS
454
Maryland State Retirement & Pension System
Maryland
$19.4M +$206K +784 +1%
BPA
455
Beacon Pointe Advisors
California
$19.3M +$2.17M +8,243 +13%
WT
456
Washington Trust
Rhode Island
$19.3M +$371K +1,410 +2%
Twin Tree Management
457
Twin Tree Management
Texas
$19.1M +$3.34M +12,691 +21%
YC
458
Yarbrough Capital
Tennessee
$19.1M – – –
NC
459
NZS Capital
Colorado
$19M -$4.69M -17,829 -20%
LSCM
460
Light Street Capital Management
California
$18.9M +$4.3M +16,333 +29%
CIA
461
CCM Investment Advisers
South Carolina
$18.9M -$993K -3,774 -5%
MFAM
462
Motley Fool Asset Management
Virginia
$18.7M +$260K +988 +1%
VPIM
463
Vanguard Personalized Indexing Management
California
$18.7M +$1.06M +4,010 +6%
HIP
464
HUB Investment Partners
Texas
$18.6M +$17.4M +66,001 +1,442%
CAPTRUST Financial Advisors
465
CAPTRUST Financial Advisors
North Carolina
$18.5M +$1.9M +7,214 +11%
ACIM
466
Azimuth Capital Investment Management
Michigan
$18.3M -$86.3K -328 -0.5%
VMPIC
467
Varma Mutual Pension Insurance Co
Finland
$18.2M -$26M -98,747 -59%
PAG
468
Private Advisor Group
New Jersey
$18.2M +$595K +2,261 +3%
TCM
469
Trybe Capital Management
Connecticut
$18.1M – – –
OSAM
470
O'Shaughnessy Asset Management
Connecticut
$18M +$2.68M +10,177 +17%
BIM
471
Bridgecreek Investment Management
Oklahoma
$18M -$474K -1,800 -3%
WB
472
WesBanco Bank
West Virginia
$18M -$7.75M -29,461 -30%
DWP
473
Daymark Wealth Partners
Ohio
$17.7M -$41.8K -405 -0.2%
CFB
474
Cullen/Frost Bankers
Texas
$17.7M +$168K +637 +1%
FLPIM
475
F.L. Putnam Investment Management
Massachusetts
$17.6M +$1.95M +7,414 +12%
17 18
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