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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 %
TCCM
851
Timber Creek Capital Management
Massachusetts
$4.75M -$11.6K -44 -0.2%
NIM
852
NEOS Investment Management
Connecticut
$4.74M +$788K +2,996 +20%
CNBT
853
Canandaigua National Bank & Trust
New York
$4.74M +$358K +1,360 +8%
LI
854
Louisbourg Investments
New Brunswick, Canada
$4.73M +$4.73M +21,709 New
VA
855
Vident Advisory
Georgia
$4.71M +$1.59M +6,033 +51%
BCM
856
Beck Capital Management
Texas
$4.71M +$1.22M +4,645 +35%
WIC
857
Woodmont Investment Counsel
Tennessee
$4.7M -$21.3K -81 -0.5%
BF
858
BOK Financial
Oklahoma
$4.7M -$202K -768 -4%
SC
859
SouthState Corp
Florida
$4.69M -$38.9K -148 -0.8%
AI
860
Aperture Investors
New York
$4.68M +$415K +1,576 +10%
JAM
861
Jupiter Asset Management
United Kingdom
$4.65M -$19.3M -73,483 -81%
RWP
862
RWA Wealth Partners
Massachusetts
$4.64M +$4.04M +15,369 +674%
NP
863
NorthRock Partners
Minnesota
$4.63M +$2.11M +8,024 +84%
KFP
864
KMG Fiduciary Partners
Ohio
$4.63M +$111K +420 +2%
CWM
865
Cabot Wealth Management
Massachusetts
$4.6M -$109K -416 -2%
I
866
INVST
Indiana
$4.57M -$148K -518 -3%
PSC
867
Prentiss Smith & Co
Vermont
$4.52M -$169K -643 -4%
ALAM
868
Asahi Life Asset Management
Japan
$4.51M -$4.06M -15,434 -47%
HCA
869
Harbour Capital Advisors
Virginia
$4.5M +$504 +2 +0%
CWG
870
Cornerstone Wealth Group
North Carolina
$4.48M -$168K -640 -4%
CCM
871
Condor Capital Management
New Jersey
$4.46M +$4.46M +16,962 New
KIA
872
KCM Investment Advisors
California
$4.42M -$1.11M -4,231 -20%
Group One Trading
873
Group One Trading
Illinois
$4.42M -$6.71M -25,513 -60%
HBT
874
Hills Bank & Trust
Iowa
$4.4M -$46.8K -178 -1%
SC
875
Savant Capital
Illinois
$4.36M +$946K +3,595 +28%
33 34
35
36 37