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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 %
EVM
901
Evelyn V. Moreno
$4.02M -$7.64M -29,029 -66%
LOAMS
902
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.01M +$635K +2,415 +19%
IIA
903
IPG Investment Advisors
California
$4.01M -$527K -2,001 -12%
AF
904
Allworth Financial
California
$4M +$411K +1,562 +11%
NC
905
NewSquare Capital
Pennsylvania
$3.98M +$134K +510 +3%
HS
906
HighVista Strategies
Massachusetts
$3.94M +$1.18M +4,500 +43%
BP
907
Ballentine Partners
Massachusetts
$3.91M +$710K +2,699 +22%
HCM
908
Hudson Capital Management
New Jersey
$3.89M +$3.89M +14,794 New
GIP
909
Granite Investment Partners
California
$3.89M -$78.2K -297 -2%
PFMU
910
Privium Fund Management (UK)
United Kingdom
$3.87M +$764K +2,961 +25%
IRAG
911
Investment Research & Advisory Group
Georgia
$3.85M +$8.95K +34 +0.2%
SC
912
Sepio Capital
Utah
$3.84M -$820K -3,116 -18%
CCM
913
Coldstream Capital Management
Washington
$3.83M +$535K +2,034 +16%
RDWM
914
Red Door Wealth Management
Tennessee
$3.83M +$254K +966 +7%
IAN
915
Integrated Advisors Network
Texas
$3.82M +$40.8K +155 +1%
QPWM
916
Quadrant Private Wealth Management
Pennsylvania
$3.81M -$7.63K -29 -0.2%
NFC
917
Northeast Financial Consultants
Connecticut
$3.79M +$43.7K +166 +1%
CCMG
918
Clark Capital Management Group
Pennsylvania
$3.77M +$2.05M +7,808 +120%
NHT
919
New Hampshire Trust
New Hampshire
$3.77M -$139K -529 -4%
EH
920
Equitable Holdings
New York
$3.76M +$220K +837 +6%
TPW
921
Transatlantique Private Wealth
New York
$3.76M -$92K -352 -2%
BWM
922
BNC Wealth Management
Oregon
$3.73M +$925K +3,514 +33%
ADL
923
Asset Dedication LLC
California
$3.72M +$153K +580 +4%
CI
924
Cavalier Investments
Georgia
$3.72M +$88.7K +337 +2%
NB
925
NBT Bank
New York
$3.72M +$145K +551 +4%
35 36
37
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