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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 %
SAM
926
Smithbridge Asset Management
Pennsylvania
$3.7M -$258K -981 -7%
SIA
927
Schechter Investment Advisors
Michigan
$3.7M -$163K -620 -4%
CAM
928
Cozad Asset Management
Illinois
$3.7M -$104K -395 -3%
CAL
929
Capital Analysts LLC
Pennsylvania
$3.68M +$270K +1,026 +8%
IP
930
Interval Partners
New York
$3.68M -$11.4M -43,500 -76%
FHB
931
First Hawaiian Bank
Hawaii
$3.68M -$440K -1,671 -11%
HZ
932
Hixon Zuercher
Ohio
$3.68M +$90.3K +343 +3%
HVCM
933
Hel Ved Capital Management
Hong Kong
$3.67M +$3.67M +13,940 New
SAM
934
Stansberry Asset Management
Texas
$3.64M -$687K -2,611 -16%
TC
935
Telemus Capital
Michigan
$3.63M +$172K +653 +5%
HWM
936
HB Wealth Management
Georgia
$3.62M -$337K -1,279 -9%
TCOT
937
Trust Company of Toledo
Ohio
$3.61M +$89.2K +339 +3%
TA
938
TKG Advisors
Indiana
$3.61M -$25K -95 -0.7%
TW
939
TritonPoint Wealth
Maryland
$3.59M +$3.59M +13,629 New
CA
940
Clearstead Advisors
Ohio
$3.58M -$3.81M -14,489 -52%
WCM
941
Wunderlich Capital Managemnt
Tennessee
$3.56M -$43.4K -165 -1%
M
942
Mirova
France
$3.54M -$214K -813 -6%
GJWM
943
Gilliland Jeter Wealth Management
Arkansas
$3.53M +$3.53M +13,405 New
HIP
944
Harrell Investment Partners
Texas
$3.53M +$54.7K +208 +2%
MYAM
945
Meiji Yasuda Asset Management
Japan
$3.5M -$71K -270 -2%
BHWM
946
Bar Harbor Wealth Management
New Hampshire
$3.5M +$199K +757 +6%
TCA
947
Transcend Capital Advisors
New Jersey
$3.48M +$88.7K +337 +3%
HIA
948
Harbor Investment Advisory
Maryland
$3.47M -$92.8K -797 -3%
WPC
949
Wedmont Private Capital
Pennsylvania
$3.46M +$130K +500 +4%
IBOK
950
Independence Bank of Kentucky
Kentucky
$3.44M -$87.9K -334 -2%
36 37
38
39 40