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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 %
IB
576
Iyo Bank
Japan
$11.5M – – –
SWM
577
Spire Wealth Management
Virginia
$11.4M +$1.01M +3,602 +10%
BCM
578
Bridgeway Capital Management
Texas
$11.2M +$1.43M +5,420 +15%
APM
579
a16z Perennial Management
California
$11.1M +$11.1M +42,328 New
LCM
580
LVM Capital Management
Michigan
$11.1M +$11.1M +42,288 New
Nomura Holdings
581
Nomura Holdings
Japan
$11.1M -$3.85M -14,647 -26%
M
582
MOTCO
Texas
$11M -$206K -784 -2%
CWP
583
CFM Wealth Partners
Texas
$10.9M -$53.9K -205 -0.5%
KOCAA
584
Knights of Columbus Asset Advisors
Connecticut
$10.9M +$91.8K +349 +0.8%
BWL
585
Bogart Wealth LLC
Virginia
$10.8M +$359K +1,364 +3%
GAM
586
Groupama Asset Management
France
$10.7M +$10.7M +40,738 New
SCA
587
Stonebridge Capital Advisors
Minnesota
$10.7M +$128K +485 +1%
FT
588
Fiduciary Trust
Massachusetts
$10.6M +$400K +1,519 +4%
OC
589
Oppenheimer & Co
New York
$10.6M +$840K +3,194 +9%
SWP
590
Stratos Wealth Partners
Ohio
$10.6M +$1.1M +4,199 +12%
OIA
591
OneDigital Investment Advisors
Kansas
$10.6M +$3.72M +14,136 +54%
ACM
592
Alight Capital Management
New York
$10.5M +$10.5M +40,000 New
BFS
593
Bradley Foster & Sargent
Connecticut
$10.5M -$366K -1,389 -3%
CPC
594
Consolidated Planning Corp
Georgia
$10.4M +$7.79M +29,604 +294%
MLICM
595
Metropolitan Life Insurance Company (MetLife)
New York
$10.4M -$182K -693 -2%
PA
596
Profund Advisors
Maryland
$10.4M +$718K +2,727 +7%
GSPF
597
Grafton Street Partners Fund
Florida
$10.4M +$10.4M +39,500 New
OPCM
598
Osborne Partners Capital Management
California
$10.4M +$26.8K +102 +0.3%
ETC
599
Exchange Traded Concepts
Oklahoma
$10.3M -$276K -1,050 -3%
Acadian Asset Management
600
Acadian Asset Management
Massachusetts
$10.3M -$398K -1,515 -4%
22 23
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