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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 %
GI
1126
GS Investments
Minnesota
$2.24M -$31.1K -118 -1%
BSB
1127
Bangor Savings Bank
Maine
$2.24M -$86K -327 -4%
LFM
1128
LGT Fund Management
Liechtenstein
$2.24M +$2.24M +8,430 New
OTL
1129
Oak Thistle LLC
New York
$2.23M +$1.11M +4,208 +99%
ISL
1130
Ingalls & Snyder LLC
New York
$2.22M -$248K -941 -10%
RBFC
1131
Roman Butler Fullerton & Co
Missouri
$2.21M +$29.4K +105 +1%
EFM
1132
E Fund Management
China
$2.19M -$133K -507 -6%
GM
1133
GeoWealth Management
Illinois
$2.19M +$2.09M +7,956 +2,162%
UBG
1134
United Bank (Georgia)
Georgia
$2.19M -$69.7K -265 -3%
CCM
1135
Chickasaw Capital Management
Tennessee
$2.19M +$245K +931 +13%
ANTB
1136
AMG National Trust Bank
Colorado
$2.18M +$217K +826 +11%
OGF
1137
Orin Green Financial
California
$2.18M +$10.3K +39 +0.5%
SPG
1138
Strategic Planning Group
Utah
$2.18M +$2.18M +8,266 New
GLR
1139
Great Lakes Retirement
Ohio
$2.16M +$984K +3,739 +83%
TWM
1140
Thrive Wealth Management
Pennsylvania
$2.16M +$7.63K +29 +0.4%
Financial Engines Advisors
1141
Financial Engines Advisors
California
$2.16M +$16.6K +63 +0.8%
VCM
1142
Verde Capital Management
Michigan
$2.15M -$807K -3,065 -27%
BB
1143
Bell Bank
North Dakota
$2.15M -$127K -481 -6%
RMC
1144
Resources Management Corp
Connecticut
$2.14M +$8.16K +31 +0.4%
OIS
1145
Okabena Investment Services
Minnesota
$2.13M +$855K +3,248 +67%
FFM
1146
Forum Financial Management
Illinois
$2.13M -$3.42K -13 -0.2%
BRG
1147
Bay Rivers Group
Virginia
$2.13M +$165K +626 +8%
HCCM
1148
Hudson Canyon Capital Management
New York
$2.13M -$47.9K -182 -2%
CT
1149
Columbia Trust
Oregon
$2.13M +$328K +1,245 +18%
Koshinski Asset Management
1150
Koshinski Asset Management
Illinois
$2.12M +$258K +981 +14%
44 45
46
47 48