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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 %
BTWM
826
Baker Tilly Wealth Management
Wisconsin
$5.04M -$585K -2,222 -10%
WAOTB
827
Wealth Advisors of Tampa Bay
Florida
$5.03M -$4.68M -17,800 -48%
MMA
828
Miracle Mile Advisors
California
$5.03M -$499K -1,896 -9%
PCM
829
Parsons Capital Management
Rhode Island
$5.02M -$78.9K -300 -2%
LSIA
830
LaSalle St. Investment Advisors
Illinois
$5.02M +$874K +332 +21%
SC
831
Sawyer & Company
Massachusetts
$5M -$373K -1,417 -7%
FTDI
832
First Trust Direct Indexing
Massachusetts
$4.96M +$77.9K +296 +2%
HI
833
Horizon Investments
North Carolina
$4.95M +$724K +2,751 +17%
ZB
834
Zions Bancorporation
Utah
$4.94M -$423K -1,608 -8%
FIA
835
Foundations Investment Advisors
Arizona
$4.93M +$981K +3,458 +25%
MWA
836
Meridian Wealth Advisors
Texas
$4.92M +$37.1K +141 +0.8%
BCA
837
Bray Capital Advisors
Florida
$4.9M – – –
FFWA
838
FRG Family Wealth Advisors
Washington
$4.9M -$343K -1,302 -7%
SWA
839
SFMG Wealth Advisors
Texas
$4.9M +$85.3K +324 +2%
AWM
840
Apollon Wealth Management
South Carolina
$4.88M +$1.29M +4,889 +36%
BIMC
841
Benson Investment Management Company
Virginia
$4.88M +$3.95K +15 +0.1%
HF
842
HRT Financial
New York
$4.88M -$3.73M -14,159 -43%
DBG
843
De Burlo Group
Massachusetts
$4.86M – – –
HCA
844
Harbor Capital Advisors
Illinois
$4.85M -$257K -978 -5%
AWM
845
Avior Wealth Management
Nebraska
$4.8M +$115K +438 +2%
OA
846
Oak Associates
Ohio
$4.79M -$237K -900 -5%
SIA
847
SeaBridge Investment Advisors
New Jersey
$4.78M +$10.8K +41 +0.2%
CG
848
Caprock Group
Idaho
$4.78M +$349K +1,327 +8%
S
849
SignatureFD
Georgia
$4.77M +$309K +1,176 +7%
FIB
850
First Interstate Bank
Montana
$4.76M -$187K -712 -4%
32 33
34
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