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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 %
TPA
1076
Trivium Point Advisory
Connecticut
$2.55M +$1.57M +5,963 +160%
ONSWM
1077
Old North State Wealth Management
North Carolina
$2.54M +$68.4K +260 +3%
CM
1078
CastleKnight Management
New York
$2.53M -$1.74M -6,600 -41%
GEM
1079
Global Endowment Management
North Carolina
$2.52M +$418K +1,587 +20%
FFA
1080
Farther Finance Advisors
California
$2.51M +$1.15M +4,371 +84%
FHA
1081
Flagship Harbor Advisors
Massachusetts
$2.51M -$208K -790 -8%
CCIA
1082
Campbell & Co Investment Adviser
Maryland
$2.51M -$420K -1,597 -14%
BA
1083
Bridgewater Associates
Connecticut
$2.51M +$183K +696 +8%
PTC
1084
Private Trust Company
Ohio
$2.51M +$180K +683 +8%
CAIMH
1085
Central Asset Investments & Management Holdings
Hong Kong
$2.5M +$2.5M +9,495 New
MNBTD
1086
Moody National Bank Trust Division
Texas
$2.49M -$2.77M -10,522 -53%
PH
1087
Pinnacle Holdings
Oklahoma
$2.46M -$11.8K -45 -0.5%
BWG
1088
Boomfish Wealth Group
Georgia
$2.46M +$2.46M +9,359 New
SF
1089
Summit Financial
New Jersey
$2.45M +$187K +712 +8%
AG
1090
AlTi Global
New York
$2.45M +$2.45M +9,306 New
AUB
1091
Atlantic Union Bankshares
Virginia
$2.44M -$408K -1,551 -14%
CF
1092
Centaurus Financial
California
$2.44M -$83.7K -318 -3%
ATPW
1093
Ashton Thomas Private Wealth
Arizona
$2.44M +$913K +3,468 +60%
MFS
1094
Mirabella Financial Services
United Kingdom
$2.44M +$2.44M +9,272 New
WI
1095
Wintrust Investments
Illinois
$2.44M -$32.6K -124 -1%
PWP
1096
Principle Wealth Partners
Connecticut
$2.42M +$30.3K +115 +1%
AFS
1097
Aft Forsyth & Sober
Florida
$2.41M +$1.17M +4,450 +95%
WP
1098
WealthShield Partners
North Carolina
$2.41M -$2.4M -9,112 -50%
FNBT
1099
FineMark National Bank & Trust
Florida
$2.4M +$1.64M +6,225 +216%
FB
1100
Fulton Bank
Pennsylvania
$2.4M -$46.6K -177 -2%
42 43
44
45 46