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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 %
TSWM
1101
Triangle Securities Wealth Management
North Carolina
$2.39M -$15.8K -60 -0.7%
PPWP
1102
Premier Path Wealth Partners
New Jersey
$2.39M +$2.39M +9,021 New
IWM
1103
IHT Wealth Management
Illinois
$2.37M +$242K +921 +11%
IFWM
1104
Institute for Wealth Management
Colorado
$2.37M -$174K -663 -7%
CPRC
1105
Consolidated Portfolio Review Corp
New York
$2.36M +$1.65M +6,260 +232%
MTIC
1106
Missouri Trust & Investment Company
Missouri
$2.35M +$240K +913 +11%
BAM
1107
Beaumont Asset Management
Texas
$2.34M +$10.3K +39 +0.4%
LPT
1108
Legacy Private Trust
Wisconsin
$2.34M -$478K -1,817 -17%
OHWP
1109
Oak Harbor Wealth Partners
North Carolina
$2.33M -$87.4K -332 -4%
NIG
1110
NFJ Investment Group
Texas
$2.33M -$1.07M -4,065 -32%
PPC
1111
Park Place Capital
Alabama
$2.32M -$12.9K -49 -0.6%
ARC
1112
Advisor Resource Council
Texas
$2.32M +$1.71M +6,514 +285%
GSC
1113
G&S Capital
Colorado
$2.31M -$14.2K -54 -0.6%
EWM
1114
EPG Wealth Management
Georgia
$2.31M +$359K +1,277 +18%
FG
1115
Fiduciary Group
Georgia
$2.29M -$1.07M -4,068 -32%
NIWA
1116
New Insight Wealth Advisors
California
$2.28M +$2.28M +8,676 New
B
1117
Barings
North Carolina
$2.28M +$59.7K +227 +3%
NB
1118
Nicolet Bankshares
Wisconsin
$2.28M -$22.6K -86 -1%
SS
1119
Sunbelt Securities
Texas
$2.28M -$497K -1,889 -18%
WMC
1120
Westwood Management Corporation
Illinois
$2.27M -$6.05M -22,998 -73%
LMKC
1121
L.M. Kohn & Company
Ohio
$2.27M -$6.58K -25 -0.3%
NF
1122
Nikulski Financial
Iowa
$2.26M +$43.4K +165 +2%
MGIA
1123
Moneta Group Investment Advisors
Missouri
$2.26M +$146K +556 +7%
HCM
1124
Harvey Capital Management
Florida
$2.26M – – –
GWMR
1125
GC Wealth Management RIA
Massachusetts
$2.25M +$2.25M +8,556 New
43 44
45
46 47