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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 %
MSK
1026
Melissa S. Kampmann
$2.86M – – –
HW
1027
Hancock Whitney
Mississippi
$2.86M -$54.2K -206 -2%
AIP
1028
Ameritas Investment Partners
Nebraska
$2.85M -$131K -498 -4%
HG
1029
Herbst Group
Connecticut
$2.84M -$25K -95 -0.9%
PL
1030
Perpetual Ltd
Australia
$2.84M -$955K -3,628 -25%
RWM
1031
Ritholtz Wealth Management
New York
$2.82M +$109K +414 +4%
BCP
1032
Blackhawk Capital Partners
Wisconsin
$2.82M -$417K -1,585 -13%
LSPW
1033
Lake Street Private Wealth
Illinois
$2.81M +$1.02M +3,894 +57%
RWM
1034
Rockline Wealth Management
New York
$2.81M +$2.81M +10,687 New
CNC
1035
Citizens & Northern Corp
Pennsylvania
$2.81M -$132K -502 -4%
BOSSRA
1036
B.O.S.S. Retirement Advisors
Utah
$2.8M +$374K +1,421 +15%
OM
1037
OV Management
Minnesota
$2.8M +$2.8M +10,644 New
CCP
1038
Clarity Capital Partners
California
$2.79M +$2.79M +10,613 New
Two Sigma Investments
1039
Two Sigma Investments
New York
$2.79M -$8.42K -32 -0.3%
IAS
1040
Insigneo Advisory Services
Florida
$2.79M -$110K -418 -4%
AA
1041
ALPS Advisors
Colorado
$2.78M -$410K -1,557 -13%
AL
1042
Aspiriant LLC
California
$2.77M +$329K +1,249 +13%
GL
1043
Graypoint LLC
New York
$2.76M +$9.47K +36 +0.3%
TCPG
1044
Trivant Custom Portfolio Group
California
$2.76M -$11.3K -43 -0.4%
CWI
1045
Conscious Wealth Investments
Florida
$2.76M +$2.76M +9,896 New
BWM
1046
Baystate Wealth Management
Massachusetts
$2.76M +$6.32K +24 +0.2%
KLWA
1047
Kelly Lawrence W & Associates
California
$2.76M – – –
CIC
1048
Cornercap Investment Counsel
Georgia
$2.75M +$32.1K +122 +1%
CHP
1049
Cable Hill Partners
Oregon
$2.74M -$24.8K -95 -0.9%
SAG
1050
SageView Advisory Group
California
$2.74M +$1.44M +4,990 +110%
40 41
42
43 44