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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
37.77%
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
$10.6B
2
Capital International Investors
Capital International Investors
California
$3.61B
3
Coatue Management
Coatue Management
New York
$564M
4
State Street
State Street
Massachusetts
$12.1B
5
DZ Bank
DZ Bank
Germany
$893M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$13.2M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$2.22B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.76B
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$763M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
Parnassus Investments
26
Parnassus Investments
California
$1.57B +$4.84M +18,397 +0.3%
Amundi
27
Amundi
France
$1.55B +$142M +542,515 +10%
Charles Schwab
28
Charles Schwab
California
$1.42B +$38.3M +145,625 +3%
American Century Companies
29
American Century Companies
Missouri
$1.15B +$306M +1,163,587 +36%
Harris Associates
30
Harris Associates
Illinois
$1.03B -$202M -767,279 -16%
UBS Group
31
UBS Group
Switzerland
$1.02B +$78.2M +297,108 +8%
Deutsche Bank
32
Deutsche Bank
Germany
$975M +$212M +804,132 +28%
T. Rowe Price Investment Management
33
T. Rowe Price Investment Management
Maryland
$974M +$248M +943,372 +34%
Franklin Resources
34
Franklin Resources
California
$944M -$114M -431,778 -11%
VH
35
ValueAct Holdings
California
$917M – – –
Invesco
36
Invesco
Georgia
$915M +$28M +106,349 +3%
DZ Bank
37
DZ Bank
Germany
$893M +$468M +1,780,421 +110%
Wells Fargo
38
Wells Fargo
California
$893M +$12.4M +47,185 +1%
Ameriprise
39
Ameriprise
Minnesota
$890M +$76.8M +291,902 +9%
Fidelity International
40
Fidelity International
Bermuda
$846M -$8.71M -33,097 -1%
ClearBridge Investments
41
ClearBridge Investments
New York
$821M -$118M -447,405 -13%
Pictet Asset Management
42
Pictet Asset Management
Switzerland
$819M -$22M -83,783 -3%
Swiss National Bank
43
Swiss National Bank
Switzerland
$801M -$23.8M -90,300 -3%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$763M -$468M -1,779,948 -38%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$753M +$157M +589,803 +26%
Barclays
46
Barclays
United Kingdom
$748M -$5.64M -21,433 -0.7%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$743M +$37.7M +143,503 +5%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$738M -$17.2M -65,221 -2%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$707M +$32.3M +122,854 +5%
PIF
50
Public Investment Fund
Saudi Arabia
$697M – – –
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