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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 %
CIC
1051
Chase Investment Counsel
Virginia
$2.73M +$9.47K +36 +0.3%
BCM
1052
Boltwood Capital Management
California
$2.72M -$5.79K -22 -0.2%
AG
1053
Ascent Group
Virginia
$2.71M +$298K +1,036 +12%
MA
1054
Mutual Advisors
Nebraska
$2.7M -$218K -829 -7%
WF
1055
Welch & Forbes
Massachusetts
$2.7M – – –
CIA
1056
Cohen Investment Advisors
New Hampshire
$2.69M +$20.8K +79 +0.8%
JHCP
1057
Jackson Hole Capital Partners
Oklahoma
$2.69M +$233K +885 +9%
TIA
1058
Tiemann Investment Advisors
California
$2.68M +$65.3K +248 +2%
GGI
1059
GPM Growth Investors
Michigan
$2.68M -$1.58K -6 -0.1%
CI
1060
Cigna Investments
Connecticut
$2.67M -$12.4K -47 -0.5%
SWM
1061
Sculati Wealth Management
Michigan
$2.67M -$7.11K -27 -0.3%
AI
1062
Atom Investors
Texas
$2.67M +$248K +942 +10%
AMCA
1063
Arthur M. Cohen & Associates
Illinois
$2.65M +$98.4K +374 +4%
DIM
1064
Delta Investment Management
California
$2.64M +$44.7K +170 +2%
HIS
1065
Horizon Investment Services
Indiana
$2.63M +$31.3K +119 +1%
PWCM
1066
Processus Wealth & Capital Management
Tennessee
$2.63M +$2.63M +10,000 New
ACM
1067
Advent Capital Management
New York
$2.63M +$2.63M +10,000 New
MUAMU
1068
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.63M – – –
TA
1069
Trivest Advisors
Hong Kong
$2.63M +$2.63M +10,000 New
JWCA
1070
J.W. Cole Advisors
Florida
$2.6M +$491K +1,866 +23%
AFC
1071
AFT Forsyth & Company
Florida
$2.56M +$76K +289 +3%
CWA
1072
Core Wealth Advisors
Florida
$2.56M +$2.56M +9,724 New
WorldQuant Millennium Advisors
1073
WorldQuant Millennium Advisors
New York
$2.56M -$69.8M -265,115 -96%
CP
1074
CenterBook Partners
Connecticut
$2.55M -$611K -2,322 -19%
SI
1075
Symmetry Investments
Jersey
$2.55M +$1.92M +7,300 +304%
41 42
43
44 45