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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 %
EBT
976
Enterprise Bank & Trust
Massachusetts
$3.19M +$11.6K +44 +0.4%
PS
977
Principal Securities
Iowa
$3.19M +$3.19M +12,130 New
CA
978
CGN Advisors
Kansas
$3.19M -$92.9K -353 -3%
SF
979
Symphony Financial
Texas
$3.19M -$748K -2,790 -19%
RC
980
Roundview Capital
New Jersey
$3.18M -$509K -1,934 -14%
NS
981
NBC Securities
Alabama
$3.17M +$7.89K +30 +0.2%
CT
982
Clearstead Trust
Maine
$3.13M +$520K +1,976 +20%
SWM
983
SeaCrest Wealth Management
New York
$3.12M -$32.6K -130 -1%
HFRG
984
Houlihan Financial Resource Group
Virginia
$3.12M +$77.9K +296 +3%
CCM
985
Canal Capital Management
Virginia
$3.11M +$317K +1,204 +11%
KA
986
Kovack Advisors
Florida
$3.11M +$71.3K +271 +2%
NL
987
NVWM LLC
Pennsylvania
$3.09M -$12.5K -48 -0.4%
QI
988
Qtron Investments
Massachusetts
$3.09M – – –
CGL
989
Clarius Group LLC
Washington
$3.06M -$257K -977 -8%
WIM
990
Waverton Investment Management
United Kingdom
$3.05M – – –
PVH
991
Psagot Value Holdings
Israel
$3.05M +$571K +2,150 +23%
WA
992
Wealth Alliance
New York
$3.04M -$207K -788 -6%
APGDR
993
Absoluto Partners Gestao de Recursos
Brazil
$3.04M +$889K +3,379 +41%
SPC
994
Sigma Planning Corp
Michigan
$3.04M -$4.63M -17,612 -60%
DWA
995
Douglass Winthrop Advisors
New York
$3.04M -$43.4K -165 -1%
NG
996
Norden Group
Utah
$3.03M -$538K -2,044 -15%
UOC
997
UBS O'Connor
Illinois
$3.03M +$3.03M +11,500 New
AWM
998
Axxcess Wealth Management
California
$3.02M +$197K +747 +7%
Holocene Advisors
999
Holocene Advisors
New York
$3.02M -$8.8M -33,451 -74%
FWM
1000
Finer Wealth Management
Massachusetts
$3M +$63.4K +241 +2%
38 39
40
41 42