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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 %
GSEP
776
Golden State Equity Partners
California
$5.78M -$53.4K -203 -0.9%
EWA
777
EP Wealth Advisors
California
$5.76M +$508K +1,930 +10%
SW
778
SVB Wealth
Massachusetts
$5.75M +$624K +2,372 +12%
WIA
779
Westbourne Investment Advisors
Maryland
$5.73M +$233K +885 +4%
SCM
780
Shelton Capital Management
Colorado
$5.7M +$1.38M +5,256 +32%
PT
781
Plimoth Trust
Massachusetts
$5.7M -$8.68K -33 -0.2%
TCA
782
Trifecta Capital Advisors
Illinois
$5.69M +$168K +639 +3%
RAM
783
Roanoke Asset Management
New Jersey
$5.69M -$36.8K -140 -0.6%
PAS
784
Park Avenue Securities
New York
$5.66M +$948K +3,604 +20%
TSM
785
Two Star Manager
Florida
$5.65M +$5.65M +21,486 New
CCA
786
Checchi Capital Advisers
California
$5.65M -$41.3K -157 -0.7%
HAG
787
HighPoint Advisor Group
Illinois
$5.65M +$5.65M +18,455 New
CDH
788
Charles D. Hyman
$5.65M -$39.5K -150 -0.7%
EWM
789
Elite Wealth Management
Washington
$5.64M -$113K -428 -2%
LFRG
790
Lazard Frères Gestion
France
$5.59M -$211K -800 -4%
DWM
791
Dakota Wealth Management
Florida
$5.58M -$4.81M -18,292 -46%
ECU
792
Eisler Capital (UK)
United Kingdom
$5.58M -$24.1M -91,450 -81%
CIA
793
Concurrent Investment Advisors
Florida
$5.57M +$5.57M +47,073 New
ATC
794
Argent Trust Co
Tennessee
$5.55M +$614K +2,334 +12%
DJSG
795
D.J. St. Germain
Massachusetts
$5.55M -$264K -1,002 -5%
RCM
796
RB Capital Management
Nevada
$5.54M -$18.2K -69 -0.3%
TCOK
797
Trust Company of Kansas
Kansas
$5.53M +$694K +2,639 +14%
LIP
798
Liontrust Investment Partners
United Kingdom
$5.53M -$5.79M -22,000 -51%
OCM
799
Once Capital Management
New York
$5.47M – – –
LTAS
800
Linden Thomas Advisory Services
North Carolina
$5.45M +$392K +1,488 +8%
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