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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 %
RCM
526
Rokos Capital Management
United Kingdom
$13.9M -$33.8M -128,523 -71%
CAM
527
Congress Asset Management
Massachusetts
$13.7M +$12.5M +47,327 +963%
SEM
528
Suncoast Equity Management
Florida
$13.7M +$13.7M +52,207 New
Cetera Investment Advisers
529
Cetera Investment Advisers
Illinois
$13.6M +$424K +1,611 +3%
EB
530
Eastern Bank
Massachusetts
$13.6M +$12.8M +48,753 +1,722%
MCM
531
Makena Capital Management
California
$13.6M +$13.6M +51,519 New
Wolverine Trading
532
Wolverine Trading
Illinois
$13.5M +$6.65M +25,267 +96%
BL
533
BWCP LP
Texas
$13.5M +$1.75M +6,651 +15%
CC
534
Cornerstone Capital
California
$13.4M – – –
NMERB
535
New Mexico Educational Retirement Board
New Mexico
$13.4M – – –
PWM
536
Perigon Wealth Management
California
$13.4M -$3.34M -12,677 -20%
MIM
537
Marco Investment Management
Georgia
$13.3M -$447K -1,698 -3%
PP
538
Prudential plc
United Kingdom
$13.3M +$74.7K +284 +0.6%
Carson Wealth (CWM LLC)
539
Carson Wealth (CWM LLC)
Nebraska
$13.3M +$2.25M +8,535 +20%
DA
540
Dash Acquisitions
California
$13.2M -$86.6K -328 -0.7%
CA
541
Cornerstone Advisors
North Carolina
$13.2M -$1.79M -6,800 -12%
OCM
542
One Capital Management
California
$13.2M -$394K -1,497 -3%
QFA
543
Quattro Financial Advisors
Texas
$13.2M -$1.76B -35,237 -99%
QCM
544
Quantinno Capital Management
New York
$13.2M +$2.1M +7,981 +19%
MCM
545
Mill Capital Management
North Carolina
$13.1M +$2.9K +11 +0%
CTA
546
Chesley Taft & Associates
Illinois
$13M -$98.2K -373 -0.7%
BCM
547
Bayesian Capital Management
New York
$13M -$4M -15,200 -24%
GWM
548
GDS Wealth Management
Texas
$13M +$1.15M +4,363 +10%
BCMO
549
Buckingham Capital Management (Ohio)
Ohio
$13M -$67.9K -258 -0.5%
NAMM
550
NorthStar Asset Management (Massachusetts)
Massachusetts
$12.9M -$79.5K -302 -0.6%
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