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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 %
WWA
876
WCG Wealth Advisors
Nevada
$4.35M +$164K +622 +4%
PMEF
877
Point72 Middle East FZE
United Arab Emirates
$4.34M -$24.9M -94,808 -85%
VSQM
878
V-Square Quantitative Management
Illinois
$4.34M +$2.35M +8,913 +118%
KWA
879
Kingswood Wealth Advisors
California
$4.33M +$3.18M +12,066 +275%
EDRH
880
Edmond de Rothschild Holding
Switzerland
$4.32M -$896K -3,405 -17%
UF
881
Univest Financial
Pennsylvania
$4.3M -$47.1K -179 -1%
DJYG
882
David J. Yvars Group
Florida
$4.29M -$76.3K -290 -2%
P
883
Pitcairn
Pennsylvania
$4.28M -$332K -1,263 -7%
AFA
884
Arlington Financial Advisors
California
$4.27M +$3.68K +14 +0.1%
YIA
885
YHB Investment Advisors
Connecticut
$4.26M -$125K -475 -3%
WG
886
Winton Group
United Kingdom
$4.25M +$2.94M +11,157 +223%
WI
887
Wahed Invest
New York
$4.24M +$253K +961 +6%
PAM
888
Pegasus Asset Management
New York
$4.23M +$44.5K +169 +1%
AC
889
Asio Capital
Kentucky
$4.22M +$261K +991 +7%
SWM
890
Sendero Wealth Management
Texas
$4.21M -$417K -1,583 -9%
VIA
891
Vickerman Investment Advisors
Washington
$4.18M -$349K -1,326 -8%
LW
892
Linscomb Wealth
Texas
$4.18M -$70.3K -267 -2%
AWAU
893
Alliance Wealth Advisors (Utah)
Utah
$4.16M +$5.53K +21 +0.1%
WPP
894
Whalerock Point Partners
Rhode Island
$4.16M -$11.8K -45 -0.3%
AAM
895
Azzad Asset Management
Virginia
$4.16M +$93.9K +357 +2%
WR
896
WD Rutherford
Oregon
$4.12M -$47.7K -170 -1%
SAI
897
Systematic Alpha Investments
New Jersey
$4.11M – – –
PWP
898
Private Wealth Partners
California
$4.09M +$51.6K +196 +1%
CCMT
899
CMT Capital Markets Trading
Germany
$4.08M -$1.05M -4,003 -21%
GA
900
Gateway Advisory
New Jersey
$4.07M +$4.07M +15,472 New
34 35
36
37 38