CRM icon

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 %
BFG
801
Bleakley Financial Group
New Jersey
$5.44M -$2.12M -8,053 -28%
BCCM
802
Bridge Creek Capital Management
Massachusetts
$5.42M -$9.21K -35 -0.2%
BONST
803
Bank of Nova Scotia Trust
Ontario, Canada
$5.42M +$833K +3,166 +18%
IWC
804
Integrated Wealth Concepts
Massachusetts
$5.39M -$79.2K -301 -1%
RI
805
Redwood Investments
Massachusetts
$5.35M +$922K +3,502 +21%
CIG
806
Cullen Investment Group
Louisiana
$5.3M +$5.3M +20,129 New
DWT
807
Dorsey & Whitney Trust
South Dakota
$5.29M -$409K -1,556 -7%
GPTE
808
Generali Powszechne Towarzystwo Emerytalne
Poland
$5.29M – – –
HAS
809
HBW Advisory Services
California
$5.29M -$171K -651 -3%
STA
810
Summit Trail Advisors
New York
$5.29M -$2.09M -7,951 -28%
CA
811
Callahan Advisors
Texas
$5.27M +$1.53M +5,828 +41%
FI
812
FJ Investments
Utah
$5.26M +$5.26M +20,000 New
PIA
813
Petredis Investment Advisors
Pennsylvania
$5.21M -$167K -634 -3%
DI
814
DFPG Investments
Utah
$5.18M +$7.81K +31 +0.2%
PGFC
815
Peapack-Gladstone Financial Corp
New Jersey
$5.18M -$264K -1,005 -5%
Focus Partners Wealth
816
Focus Partners Wealth
Massachusetts
$5.18M +$5.18M +19,666 New
GC
817
Garde Capital
Washington
$5.17M -$261K -993 -5%
B
818
Bailard
California
$5.16M -$133K -506 -3%
PTB
819
Pioneer Trust Bank
Oregon
$5.15M +$1.3M +4,930 +34%
BIP
820
Bouvel Investment Partners
Pennsylvania
$5.15M +$121K +458 +2%
GIA
821
Gladstone Institutional Advisory
Florida
$5.13M -$172K -654 -3%
CWP
822
Cyndeo Wealth Partners
Florida
$5.11M -$1.18M -4,474 -19%
SFS
823
Sowell Financial Services
Arkansas
$5.1M +$668K +2,537 +15%
CCT
824
Chemung Canal Trust
New York
$5.09M -$123K -469 -2%
XWM
825
Xcel Wealth Management
Florida
$5.05M -$245K -932 -5%
31 32
33
34 35