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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
37.77%
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
$10.6B
2
Capital International Investors
Capital International Investors
California
$3.61B
3
Coatue Management
Coatue Management
New York
$564M
4
State Street
State Street
Massachusetts
$12.1B
5
DZ Bank
DZ Bank
Germany
$893M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$13.2M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$2.22B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.76B
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$763M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
National Pension Service
76
National Pension Service
South Korea
$429M +$8.47M +32,181 +2%
Nordea Investment Management
77
Nordea Investment Management
Sweden
$429M +$7.46M +28,251 +2%
VVP
78
Vulcan Value Partners
Alabama
$420M -$62.4M -237,177 -13%
Macquarie Group
79
Macquarie Group
Australia
$417M +$25.5M +97,046 +7%
Prudential Financial
80
Prudential Financial
New Jersey
$415M -$39.4M -150,262 -9%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$409M +$3.3M +12,530 +0.8%
SV
82
Starboard Value
New York
$404M -$51M -193,998 -11%
Millennium Management
83
Millennium Management
New York
$400M +$140M +533,187 +54%
First Trust Advisors
84
First Trust Advisors
Illinois
$391M -$63.7M -242,075 -14%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$391M +$6.53M +24,812 +2%
OTPPB
86
Ontario Teachers' Pension Plan Board
Ontario, Canada
$389M -$63.4M -240,892 -14%
VanEck Associates
87
VanEck Associates
New York
$379M +$14.4M +54,809 +4%
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$375M -$21.8M -82,960 -5%
KBC Group
89
KBC Group
Belgium
$367M -$1.6M -6,070 -0.4%
Los Angeles Capital Management
90
Los Angeles Capital Management
California
$360M +$97M +368,603 +37%
Stifel Financial
91
Stifel Financial
Missouri
$358M -$198K -753 -0.1%
Citigroup
92
Citigroup
New York
$354M +$12.1M +46,055 +4%
William Blair Investment Management
93
William Blair Investment Management
Illinois
$329M +$6.79M +25,799 +2%
Canada Pension Plan Investment Board
94
Canada Pension Plan Investment Board
Ontario, Canada
$326M -$54.1M -205,500 -14%
Public Employees Retirement Association of Colorado
95
Public Employees Retirement Association of Colorado
Colorado
$316M +$16M +60,653 +5%
Axa
96
Axa
France
$309M +$15M +56,893 +5%
Natixis Advisors
97
Natixis Advisors
Massachusetts
$305M +$5.23M +19,861 +2%
DekaBank Deutsche Girozentrale
98
DekaBank Deutsche Girozentrale
Germany
$298M -$10.9M -41,264 -4%
A
99
AustralianSuper
Australia
$292M +$44.9M +170,690 +18%
BNP Paribas Asset Management
100
BNP Paribas Asset Management
France
$288M -$64.2M -243,821 -18%
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4
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