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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 %
FNT
651
First National Trust
Pennsylvania
$8.4M -$1.17M -4,434 -12%
PA
652
Pinnacle Associates
New York
$8.33M +$54.2K +206 +0.7%
VIM
653
Vinva Investment Management
Australia
$8.33M +$693K +2,610 +9%
AWA
654
Arkadios Wealth Advisors
Georgia
$8.29M -$18.7K -71 -0.2%
CUAMC
655
China Universal Asset Management Company
China
$8.26M -$132K -500 -2%
SB
656
Simmons Bank
Arkansas
$8.14M +$671K +2,550 +9%
HCMT
657
Highland Capital Management (Tennessee)
Tennessee
$8.12M +$87.6K +333 +1%
NMIMC
658
Northwestern Mutual Investment Management Company
Wisconsin
$8.1M +$13.9K +53 +0.2%
CA
659
Cullinan Associates
Kentucky
$8.08M -$1.36M -5,150 -14%
VI
660
Vestcor Inc
New Brunswick, Canada
$8.04M +$2.57M +9,775 +47%
PWG
661
Portside Wealth Group
Utah
$8.02M -$652K -2,477 -8%
MPWT
662
MassMutual Private Wealth & Trust
Connecticut
$8.01M +$170K +647 +2%
CSPIA
663
Cary Street Partners Investment Advisory
Virginia
$8M +$253K +962 +3%
EIM
664
Essex Investment Management
Massachusetts
$7.95M -$1.65M -6,255 -17%
PA
665
Procyon Advisors
Connecticut
$7.91M +$153K +583 +2%
CI
666
Ceera Investments
Texas
$7.91M -$38.2K -145 -0.5%
TAM
667
Telemark Asset Management
Massachusetts
$7.89M +$7.89M +30,000 New
ST
668
Spinnaker Trust
Maine
$7.82M +$277K +1,054 +4%
PFS
669
Prospera Financial Services
Texas
$7.81M -$1.99M -7,566 -20%
LSA
670
L & S Advisors
California
$7.8M -$2.02M -7,669 -21%
IAA
671
Independent Advisor Alliance
North Carolina
$7.77M -$152K -578 -2%
WS
672
Wedbush Securities
California
$7.76M +$486K +1,845 +7%
BC
673
Burney Company
Virginia
$7.74M +$469K +1,781 +6%
TSS
674
Two Sigma Securities
New York
$7.68M +$7.15M +27,170 +1,352%
ECM
675
Everence Capital Management
Indiana
$7.67M +$232K +880 +3%
25 26
27
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