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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 %
USAA
676
United Services Automobile Association
Texas
$7.65M +$691K +2,627 +10%
SSA
677
Sierra Summit Advisors
Nevada
$7.64M +$7.64M +29,024 New
GBWM
678
Granite Bay Wealth Management
New Hampshire
$7.61M +$434K +1,919 +6%
BJL
679
Brighton Jones LLC
Washington
$7.6M +$344K +1,309 +5%
MCM
680
MAI Capital Management
Ohio
$7.59M +$763K +2,899 +11%
Lido Advisors
681
Lido Advisors
California
$7.58M -$2.39M -9,066 -24%
VC
682
Vestor Capital
Illinois
$7.55M +$148K +562 +2%
DGAM
683
Desjardins Global Asset Management
Quebec, Canada
$7.53M -$645K -2,450 -8%
GFA
684
Gifford Fong Associates
California
$7.52M – – –
CK
685
Cohen Klingenstein
New York
$7.45M – – –
SWM
686
Selective Wealth Management
Virginia
$7.44M -$625K -2,486 -8%
SAS
687
Stelac Advisory Services
New York
$7.41M – – –
MCM
688
McRae Capital Management
New Jersey
$7.39M +$100K +380 +1%
BFIM
689
Beese Fulmer Investment Management
Ohio
$7.35M +$205K +779 +3%
SA
690
Strategic Advisors
New York
$7.35M +$526 +2 +0%
EWM
691
Evercore Wealth Management
New York
$7.3M +$154K +585 +2%
BCPWM
692
Bradley & Co Private Wealth Management
Florida
$7.23M +$49.2K +187 +0.7%
IIM
693
INTECH Investment Management
Florida
$7.2M +$2.39M +9,094 +50%
EF
694
Empowered Funds
Pennsylvania
$7.19M +$469K +1,784 +7%
LMIM
695
Lockheed Martin Investment Management
Maryland
$7.19M -$2.28M -10,390 -24%
QPBE
696
Quintet Private Bank (Europe)
Luxembourg
$7.18M -$240K -912 -3%
HCM
697
Hillman Capital Management
Maryland
$7.15M -$11.6K -44 -0.2%
SM
698
Selkirk Management
New Jersey
$7.1M – – –
Bessemer Group
699
Bessemer Group
New Jersey
$7.08M -$225K -855 -3%
BWFA
700
Baltimore-Washington Financial Advisors
Maryland
$7.07M +$551K +2,093 +8%
26 27
28
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