CRM icon

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 %
ECG
1151
Edge Capital Group
Georgia
$2.12M +$6.32K +24 +0.3%
VAS
1152
Vestmark Advisory Solutions
Massachusetts
$2.12M -$473K -1,797 -18%
AFAS
1153
Acorn Financial Advisory Services
Virginia
$2.12M -$499K -1,895 -19%
WMP
1154
Wealth Management Partners
Arizona
$2.12M +$3.16K +12 +0.1%
TW
1155
TrinityPoint Wealth
Connecticut
$2.11M +$35K +133 +2%
GCM
1156
Geneva Capital Management
Wisconsin
$2.11M -$106K -401 -5%
FMB
1157
Field & Main Bank
Kentucky
$2.11M +$59.2K +225 +3%
SACTSONJ
1158
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.11M – – –
WWM
1159
Western Wealth Management
Colorado
$2.1M +$368K +1,400 +21%
JWBC
1160
J.W. Burns & Co
New York
$2.1M -$83.7K -318 -4%
TPCW
1161
TD Private Client Wealth
New York
$2.1M -$78.2K -297 -4%
RGI
1162
River Global Investors
United Kingdom
$2.1M +$400K +1,518 +24%
V
1163
VeraBank
Texas
$2.1M -$36.6K -139 -2%
NIP
1164
Nicholas Investment Partners
California
$2.1M – – –
WAM
1165
Worth Asset Management
Texas
$2.1M +$2.1M +7,963 New
SDIC
1166
South Dakota Investment Council
South Dakota
$2.09M – – –
FCA
1167
FinTrust Capital Advisors
South Carolina
$2.08M +$420K +1,598 +25%
SFP
1168
Shepherd Financial Partners
Massachusetts
$2.08M -$13.2K -50 -0.6%
NSB
1169
Norway Savings Bank
Maine
$2.08M +$42.1K +160 +2%
NL
1170
Navalign LLC
California
$2.08M -$52.9K -201 -2%
OL
1171
Optas LLC
Texas
$2.08M -$124K -473 -6%
GRP
1172
Global Retirement Partners
California
$2.07M +$148K +548 +8%
BB
1173
Berkshire Bank
Massachusetts
$2.07M -$6.84K -26 -0.3%
RB
1174
Renasant Bank
Mississippi
$2.07M +$103K +393 +5%
SVWAG
1175
Sound View Wealth Advisors Group
Georgia
$2.07M +$124K +470 +6%
45 46
47
48 49