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Salesforce
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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 %
LNWWM
701
Laird Norton Wetherby Wealth Management
California
$7.06M -$37.6K -143 -0.5%
ECM
702
Evergreen Capital Management
Washington
$7.06M -$234K -891 -3%
AWMT
703
AAFMAA Wealth Management & Trust
North Carolina
$7.03M +$103K +390 +1%
GAAM
704
Guinness Atkinson Asset Management
California
$7.02M -$151K -575 -2%
BZWA
705
Blue Zone Wealth Advisors
California
$7M +$28.9K +110 +0.4%
AF
706
Arrow Financial
New York
$6.99M -$8.16K -31 -0.1%
CIP
707
Chartwell Investment Partners
Pennsylvania
$6.98M +$272K +1,032 +4%
OAM
708
Ostrum Asset Management
France
$6.97M +$2.82M +10,719 +68%
LGF
709
LGT Group Foundation
Liechtenstein
$6.92M -$7.44K -28 -0.1%
YDMI
710
Y.D. More Investments
Israel
$6.89M -$270K -1,026 -4%
LOAME
711
Lombard Odier Asset Management (Europe)
United Kingdom
$6.86M -$234K -889 -3%
WB
712
Webster Bank
Connecticut
$6.84M +$263 +1 +0%
BRWA
713
B. Riley Wealth Advisors
Florida
$6.82M -$108K -411 -2%
BCM
714
Barrier Capital Management
California
$6.82M -$879K -3,339 -11%
DAS
715
Dynamic Advisor Solutions
Arizona
$6.82M +$169K +673 +3%
CC
716
Codex Capital
New York
$6.82M -$105K -400 -2%
LNC
717
Lincoln National Corp
Pennsylvania
$6.79M +$1.44M +5,483 +27%
FHA
718
First Horizon Advisors
Tennessee
$6.78M -$376K -1,428 -5%
JIC
719
Johnson Investment Counsel
Ohio
$6.76M -$20.8K -79 -0.3%
SIM
720
Stratos Investment Management
Ohio
$6.71M +$198K +751 +3%
GGHC
721
Gilder Gagnon Howe & Co
New York
$6.71M +$206K +783 +3%
MC
722
Mirabaud & Cie
Switzerland
$6.71M +$6.71M +25,495 New
MM
723
Meridian Management
Arkansas
$6.71M -$80.1K -275 -1%
VFA
724
Valeo Financial Advisors
Indiana
$6.69M +$23.8K +255 +0.4%
SAM
725
SP Asset Management
California
$6.69M +$65.8K +250 +1%
27 28
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