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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 %
BHB
751
Bank Hapoalim BM
Israel
$6.22M -$971K -3,691 -14%
AIMCA
752
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.18M -$26.5M -100,538 -81%
VVP
753
Venture Visionary Partners
Ohio
$6.16M +$1.65M +6,262 +37%
SAM
754
Sompo Asset Management
Japan
$6.13M +$908K +3,450 +17%
HVIA
755
Hudson Valley Investment Advisors
New York
$6.11M -$860K -3,298 -12%
CIG
756
Consolidated Investment Group
Colorado
$6.11M -$1.16M -4,400 -16%
SFI
757
Siemens Fonds Invest
Germany
$6.1M +$597K +2,270 +11%
MAM
758
Mirabaud Asset Management
United Kingdom
$6.08M +$6.08M +23,122 New
VST
759
Van Strum & Towne
California
$6.08M -$14.5K -55 -0.2%
SRC
760
Shufro Rose & Co
New York
$6.08M -$66.3K -327 -1%
DLCIG
761
D.L. Carlson Investment Group
New Hampshire
$6.08M -$375K -1,284 -6%
VCM
762
Vision Capital Management
Oregon
$5.98M +$30.8K +117 +0.5%
SB
763
Strategic Blueprint
Georgia
$5.98M +$126K +478 +2%
MPM
764
Meritage Portfolio Management
Kansas
$5.97M +$5.97M +22,667 New
UE
765
Unisphere Establishment
Liechtenstein
$5.92M +$5.92M +22,500 New
TFS
766
Thoroughbred Financial Services
Tennessee
$5.91M +$337K +1,280 +6%
KA
767
Kerrisdale Advisers
Florida
$5.91M +$928K +3,526 +19%
PFM
768
Patton Fund Management
Texas
$5.9M +$3.93M +14,918 +199%
MWM
769
Meridian Wealth Management
Kentucky
$5.88M +$346K +1,316 +6%
BBHC
770
Brown Brothers Harriman & Co
New York
$5.83M +$223K +846 +4%
IWA
771
Icon Wealth Advisors
Texas
$5.83M +$5.83M +22,144 New
ITFISA
772
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$5.82M +$143K +544 +3%
ISB
773
Iowa State Bank
Iowa
$5.81M -$78.7K -299 -1%
SS
774
Simplicity Solutions
Minnesota
$5.8M -$2.11M -8,018 -27%
MKA
775
M. Kulyk & Associates
Georgia
$5.79M -$9.47K -36 -0.2%
29 30
31
32 33