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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 %
WSCM
1001
Wellington Shields Capital Management
New York
$3M +$246K +935 +9%
MPPLM
1002
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3M +$266K +1,012 +10%
CTC
1003
Cetera Trust Company
Minnesota
$3M +$3M +11,391 New
VHAM
1004
Van Hulzen Asset Management
California
$3M -$885K -3,364 -23%
AAP
1005
Ardsley Advisory Partners
Connecticut
$2.97M +$98.7K +375 +3%
MWM
1006
Mission Wealth Management
California
$2.96M +$101K +383 +4%
SC
1007
Syon Capital
California
$2.96M +$1.6M +6,095 +118%
CIA
1008
Choate Investment Advisors
Massachusetts
$2.96M +$165K +626 +6%
MWM
1009
Modera Wealth Management
New Jersey
$2.96M +$602K +2,289 +26%
TAM
1010
Trust Asset Management
Texas
$2.95M -$96.3K -366 -3%
SIP
1011
Stoneridge Investment Partners
Pennsylvania
$2.94M -$2.82M -10,711 -49%
LSAG
1012
Lake Street Advisors Group
New Hampshire
$2.94M +$27.4K +104 +0.9%
1WA
1013
180 Wealth Advisors
Washington
$2.93M +$150K +586 +5%
EAM
1014
EFG Asset Management
Oregon
$2.92M +$1.39M +5,292 +91%
CP
1015
Cumberland Partners
Ontario, Canada
$2.91M +$263K +1,000 +10%
CBB
1016
Citizens Business Bank
California
$2.91M -$151K -572 -5%
DT
1017
Diversified Trust
Tennessee
$2.91M -$586K -2,226 -17%
PCH
1018
PGIM Custom Harvest
New Jersey
$2.91M +$24.5K +93 +0.8%
MAS
1019
Meeder Advisory Services
Ohio
$2.9M +$57.6K +219 +2%
BMCM
1020
Bryn Mawr Capital Management
Pennsylvania
$2.9M -$38.9K -148 -1%
AWCI
1021
Alpine Woods Capital Investors
New York
$2.89M +$2.89M +11,000 New
ARAM
1022
Ardmore Road Asset Management
New York
$2.89M +$2.89M +11,000 New
MIFH
1023
Migdal Insurance & Financial Holdings
Israel
$2.88M +$8.18K +31 +0.3%
NLGIA
1024
Nippon Life Global Investors Americas
New York
$2.87M – – –
DPIM
1025
Duff & Phelps Investment Management
Illinois
$2.86M +$28.9K +110 +1%
39 40
41
42 43