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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 %
QCM
951
Qsemble Capital Management
New York
$3.43M -$1.02M -3,860 -23%
LWANC
952
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.43M +$6.58K +25 +0.2%
BHIA
953
Birch Hill Investment Advisors
Massachusetts
$3.41M -$56.6K -215 -2%
IA
954
Icon Advisers
Colorado
$3.39M – – –
AAM
955
Advisors Asset Management
Colorado
$3.39M +$283K +1,076 +9%
MFF
956
Mango Five Family
Nevada
$3.39M +$3.39M +12,900 New
MOS
957
MGO One Seven
Ohio
$3.38M +$464K +1,764 +16%
First Manhattan
958
First Manhattan
New York
$3.37M +$72.9K +277 +2%
CC
959
Courier Capital
New York
$3.37M +$45.3K +172 +1%
AP
960
Arlington Partners
Alabama
$3.35M -$15.5K -59 -0.5%
GMFG
961
Greater Midwest Financial Group
Minnesota
$3.33M +$3.33M +12,636 New
WBC
962
Westpac Banking Corp
Australia
$3.32M -$1.6M -6,092 -33%
BHA
963
Beech Hill Advisors
New York
$3.31M -$349K -1,326 -10%
COI
964
Connable Office Inc
Michigan
$3.31M -$16.8K -64 -0.5%
CWP
965
Capital Wealth Planning
Florida
$3.31M -$1.08M -4,107 -25%
WAS
966
Winch Advisory Services
Wisconsin
$3.3M +$31.1K +118 +0.9%
SLI
967
Sumitomo Life Insurance
Japan
$3.28M -$170K -647 -5%
ACM
968
Aljian Capital Management
Nevada
$3.28M +$147K +560 +5%
GWM
969
Geneos Wealth Management
Colorado
$3.26M -$430K -1,634 -12%
EWM
970
Executive Wealth Management
Michigan
$3.24M +$65.3K +248 +2%
GBT
971
Grove Bank & Trust
Florida
$3.22M +$130K +493 +4%
LS
972
Livforsakringsbolaget Skandia
Sweden
$3.22M +$206K +782 +7%
GCM
973
Glynn Capital Management
California
$3.21M – – –
MA
974
Modus Advisors
Minnesota
$3.2M +$68.4K +260 +2%
CWMU
975
Caliber Wealth Management (Utah)
Utah
$3.2M +$29.5K +112 +0.9%
37 38
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