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Salesforce
CRM

2,593 hedge funds and large institutions have $210B invested in Salesforce in 2023 Q4 according to their latest regulatory filings, with 439 funds opening new positions, 987 increasing their positions, 908 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more first-time investments, than exits

New positions opened: 439 | Existing positions closed: 98

58% more funds holding in top 10

Funds holding in top 10: 92 → 145 (+53)

35% more capital invested

Capital invested by funds: $155B → $210B (+$54.9B)

13% more funds holding

Funds holding: 2,286 → 2,593 (+307)

4.35% more ownership

Funds ownership: 78.61% → 82.96% (+4.3%)

9% more repeat investments, than reductions

Existing positions increased: 987 | Existing positions reduced: 908

26% less call options, than puts

Call options by funds: $5.08B | Put options by funds: $6.9B

Holders
2,593
Holders Change
+307
Holders Change %
+13.43%
% of All Funds
37.8%
Holding in Top 10
145
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+57.61%
% of All Funds
2.11%
New
439
Increased
987
Reduced
908
Closed
98
Calls
$5.08B
Puts
$6.9B
Net Calls
-$1.83B
Net Calls Change
-$211M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.13B
2
Capital International Investors
Capital International Investors
California
+$1.34B
3
Cerity Partners
Cerity Partners
New York
+$730M
4
Coatue Management
Coatue Management
New York
+$485M
5
State Street
State Street
Massachusetts
+$422M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$452M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$416M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$403M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$387M
5
JP Morgan Chase
JP Morgan Chase
New York
-$322M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWCM
1076
Processus Wealth & Capital Management
Tennessee
$2.63M +$2.26M +10,000 New
MUAMU
1077
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.63M – – –
TA
1078
Trivest Advisors
Hong Kong
$2.63M +$2.26M +10,000 New
JWCA
1079
J.W. Cole Advisors
Florida
$2.6M +$422K +1,866 +23%
AFC
1080
AFT Forsyth & Company
Florida
$2.56M +$65.4K +289 +3%
CWAF
1081
Core Wealth Advisors (Florida)
Florida
$2.56M +$2.2M +9,724 New
WorldQuant Millennium Advisors
1082
WorldQuant Millennium Advisors
New York
$2.56M -$60M -265,115 -96%
CP
1083
CenterBook Partners
Connecticut
$2.55M -$526K -2,322 -19%
SI
1084
Symmetry Investments
Jersey
$2.55M +$1.65M +7,300 +304%
TPA
1085
Trivium Point Advisory
Connecticut
$2.55M +$1.35M +5,963 +160%
ONSWM
1086
Old North State Wealth Management
North Carolina
$2.54M +$58.8K +260 +3%
CM
1087
CastleKnight Management
New York
$2.53M -$1.49M -6,600 -41%
GEM
1088
Global Endowment Management
North Carolina
$2.52M +$359K +1,587 +20%
FFA
1089
Farther Finance Advisors
California
$2.51M +$989K +4,371 +84%
FHA
1090
Flagship Harbor Advisors
Massachusetts
$2.51M -$179K -790 -8%
CCIA
1091
Campbell & Co Investment Adviser
Maryland
$2.51M -$361K -1,597 -14%
BA
1092
Bridgewater Associates
Connecticut
$2.51M +$158K +696 +8%
PTC
1093
Private Trust Company
Ohio
$2.51M +$155K +683 +8%
CAIMH
1094
Central Asset Investments & Management Holdings
Hong Kong
$2.5M +$2.15M +9,495 New
MNBTD
1095
Moody National Bank Trust Division
Texas
$2.49M -$2.38M -10,522 -53%
PH
1096
Pinnacle Holdings
Oklahoma
$2.46M -$10.2K -45 -0.5%
BWG
1097
Boomfish Wealth Group
Georgia
$2.46M +$2.12M +9,359 New
SF
1098
Summit Financial
New Jersey
$2.45M +$161K +712 +8%
AG
1099
AlTi Global
New York
$2.45M +$2.11M +9,306 New
AUB
1100
Atlantic Union Bankshares
Virginia
$2.44M -$351K -1,551 -14%
42 43
44
45 46

CRM Hedge Fund Activity: Q4 2023 in Review

2,593 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q4 2023, worth a combined $210B — up 35% from $155B a quarter earlier.

Buyers outnumbered sellers: 439 funds opened new CRM positions and 98 closed out — a net gain of 341 holders — while 987 added to existing stakes and 908 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.13B. The largest seller was Nuveen, cutting an estimated $452M.

  • 2,593 institutional investors held Salesforce (CRM) as of Q4 2023, up from 2,286 in Q3 2023.
  • Funds reported $210B of Salesforce stock for Q4 2023, up 35% quarter-over-quarter.
  • 439 funds opened new Salesforce positions in Q4 2023 and 98 closed out, a net change of +341 holders.
  • The largest Salesforce buyer in Q4 2023 was Morgan Stanley, an estimated $5.13B added.
  • The largest Salesforce seller in Q4 2023 was Nuveen, an estimated $452M sold.

Based on aggregated 13F filings for Q4 2023.