CRM icon

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 %
CWM
551
CMH Wealth Management
New Hampshire
$12.6M +$77.9K +296 +0.6%
MC
552
Maplelane Capital
New York
$12.6M +$12.6M +48,000 New
EWM
553
Edge Wealth Management
New York
$12.6M -$11.8K -45 -0.1%
NRS
554
Neville Rodie & Shaw
New York
$12.6M +$1.77M +6,740 +16%
GCM
555
Graham Capital Management
Connecticut
$12.6M -$6.45M -24,494 -34%
ET
556
Equitable Trust
Tennessee
$12.6M -$15.8K -60 -0.1%
NB
557
Norinchukin Bank
Japan
$12.4M -$1.22M -4,628 -9%
AC
558
Abbrea Capital
California
$12.4M -$891K -3,385 -7%
NI
559
Noked Israel
Israel
$12.4M +$9.74M +37,000 +370%
RIL
560
Rothschild Investment LLC
Illinois
$12.3M -$169K -642 -1%
FVWA
561
Foster Victor Wealth Advisors
South Carolina
$12.2M -$610K -2,337 -5%
ASN
562
Advisory Services Network
Georgia
$12.2M +$83.4K +317 +0.7%
Envestnet Portfolio Solutions
563
Envestnet Portfolio Solutions
Illinois
$12.1M +$585K +2,222 +5%
ECM
564
Exchange Capital Management
Michigan
$12M -$204K -775 -2%
PFM
565
Premier Fund Managers
United Kingdom
$12M +$5.19M +19,530 +76%
BFM
566
Boothbay Fund Management
New York
$11.9M +$11.2M +42,583 +1,685%
IMRF
567
Illinois Municipal Retirement Fund
Illinois
$11.9M +$495K +1,880 +4%
WTC
568
WhitTier Trust Company
Nevada
$11.8M -$13.9K -53 -0.1%
BFEC
569
Benjamin F. Edwards & Company
Missouri
$11.8M +$2.7M +10,247 +30%
AHC
570
Adell Harriman & Carpenter
Texas
$11.8M +$235K +893 +2%
RSS
571
Rosenblum Silverman Sutton
California
$11.8M -$340K -1,291 -3%
MTWSIF
572
Mivtachim The Workers Social Insurance Fund
Israel
$11.7M -$11.6M -44,000 -50%
PCIG
573
Partners Capital Investment Group
Massachusetts
$11.6M -$2.65M -10,064 -19%
RJT
574
Raymond James Trust
Florida
$11.6M +$328K +1,246 +3%
OAC
575
OMERS Administration Corp
Ontario, Canada
$11.5M +$11.5M +43,799 New
21 22
23
24 25