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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 %
LSERS
501
Louisiana State Employees Retirement System
Louisiana
$15.5M -$395K -1,500 -2%
WSTAM
502
Wilbanks Smith & Thomas Asset Management
Virginia
$15.4M +$22.9K +87 +0.1%
PCM
503
Pinnbrook Capital Management
New York
$15.4M +$15.4M +58,528 New
PR
504
Payden & Rygel
California
$15.3M -$1.92M -7,300 -11%
ZCI
505
Zevenbergen Capital Investments
Washington
$15.3M – – –
WF
506
WoodTrust Financial
Wisconsin
$15.3M -$236K -895 -2%
SWIG
507
Strategic Wealth Investment Group
Kentucky
$15.2M +$1.44M +5,486 +11%
LFDLE
508
La Financiere de L'Echiquier
France
$15.1M +$4.55M +17,300 +43%
TCM
509
Tran Capital Management
California
$15.1M +$3.7M +14,058 +33%
TWC
510
TD Waterhouse Canada
Ontario, Canada
$15.1M -$916K -3,428 -6%
SCM
511
Soros Capital Management
New York
$14.9M +$2M +7,595 +16%
AWS
512
Atria Wealth Solutions
New York
$14.7M -$1.6M -6,067 -10%
Jones Financial Companies
513
Jones Financial Companies
Missouri
$14.6M +$93.9K +357 +0.6%
CCS
514
Concentric Capital Strategies
Connecticut
$14.6M +$14M +53,265 +2,532%
CGIM
515
Capital Group Investment Management
Singapore
$14.5M -$4.69M -17,822 -24%
FFB
516
First Financial Bankshares
Texas
$14.5M +$14.5M +55,000 New
MGP
517
Metis Global Partners
California
$14.5M +$1.91M +7,273 +15%
EAM
518
EdenTree Asset Management
United Kingdom
$14.4M +$1.38M +5,248 +11%
JRP
519
Jasper Ridge Partners
California
$14.3M – – –
BCV
520
Banque Cantonale Vaudoise
Switzerland
$14.2M +$1.71M +6,514 +14%
BAAM
521
Baker Avenue Asset Management
California
$14.1M -$819K -3,114 -6%
SF
522
Synovus Financial
Georgia
$14M -$434K -1,649 -3%
AMI
523
Amica Mutual Insurance
Rhode Island
$13.9M -$1.31M -4,984 -9%
CIS
524
Connors Investor Services
Pennsylvania
$13.9M +$13.9M +52,871 New
IPAM
525
ICICI Prudential Asset Management
India
$13.9M -$976K -3,710 -7%
19 20
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