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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
37.77%
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
$10.6B
2
Capital International Investors
Capital International Investors
California
$3.61B
3
Coatue Management
Coatue Management
New York
$564M
4
State Street
State Street
Massachusetts
$12.1B
5
DZ Bank
DZ Bank
Germany
$893M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$13.2M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$2.22B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.76B
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$763M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
Arrowstreet Capital
51
Arrowstreet Capital
Massachusetts
$684M +$83.5M +317,213 +14%
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$678M -$84.2M -319,924 -11%
LPC
53
Lone Pine Capital
Connecticut
$658M – – –
SGA
54
Sustainable Growth Advisers
Connecticut
$648M -$35.9M -136,439 -5%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$640M +$111M +420,231 +21%
Winslow Capital Management
56
Winslow Capital Management
Minnesota
$600M -$24.2M -92,087 -4%
RJA
57
Raymond James & Associates
Florida
$587M +$7.18M +27,296 +1%
Massachusetts Financial Services
58
Massachusetts Financial Services
Massachusetts
$569M -$1.3M -4,939 -0.2%
BI
59
BlueSpruce Investments
Illinois
$566M -$211M -800,156 -27%
Coatue Management
60
Coatue Management
New York
$564M +$564M +2,144,062 New
IFP
61
Independent Franchise Partners
United Kingdom
$557M -$199M -755,414 -26%
CS
62
Credit Suisse
Switzerland
$540M +$3.14M +11,922 +0.6%
PI
63
Putnam Investments
Massachusetts
$539M -$53.9M -204,926 -9%
GIM
64
Generation Investment Management
United Kingdom
$532M +$73.6M +279,634 +16%
First Eagle Investment Management
65
First Eagle Investment Management
New York
$509M -$1.98M -7,529 -0.4%
FCM
66
Farallon Capital Management
California
$507M -$158M -599,900 -24%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$480M -$6.15M -23,357 -1%
Schroder Investment Management Group
68
Schroder Investment Management Group
United Kingdom
$479M +$63.7M +242,098 +15%
Neuberger Berman Group
69
Neuberger Berman Group
New York
$475M -$106M -403,994 -18%
Lazard Asset Management
70
Lazard Asset Management
New York
$455M -$62.3M -236,669 -12%
Citadel Advisors
71
Citadel Advisors
Florida
$452M +$52.1M +198,007 +13%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$450M -$74.4M -282,906 -14%
AllianceBernstein
73
AllianceBernstein
Tennessee
$446M +$24.2M +91,946 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
74
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$441M +$56.5M +214,826 +15%
Principal Financial Group
75
Principal Financial Group
Iowa
$438M +$27.1M +102,886 +7%
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