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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 %
ISWM
1176
Independent Solutions Wealth Management
New York
$2.06M +$353K +1,342 +21%
PIM
1177
Penobscot Investment Management
Massachusetts
$2.05M +$69.5K +264 +4%
BWM
1178
Bulltick Wealth Management
Florida
$2.05M +$2.05M +7,773 New
C
1179
Certuity
Florida
$2.04M +$191K +726 +10%
AAS
1180
Ameritas Advisory Services
Nebraska
$2.04M +$114K +425 +6%
PCS
1181
Personal CFO Solutions
New Jersey
$2.03M -$151K -574 -7%
BPCA
1182
Bank Pictet & Cie (Asia)
Singapore
$2.01M +$295K +1,120 +17%
WA
1183
WP Advisors
California
$2.01M +$11.3K +43 +0.6%
CPA
1184
Cardiff Park Advisors
California
$2.01M +$117K +443 +6%
MFG
1185
Merit Financial Group
Georgia
$2.01M -$1.96M -7,443 -49%
NP
1186
Nilsine Partners
Colorado
$2.01M -$382K -1,453 -16%
SWM
1187
Segment Wealth Management
Texas
$2.01M +$317K +1,205 +19%
MCCP
1188
Mission Creek Capital Partners
California
$2M +$257K +978 +15%
CFA
1189
Camarda Financial Advisors
Florida
$2M +$94.2K +358 +5%
CCFP
1190
Charles Carroll Financial Partners
Massachusetts
$2M +$1.01M +3,850 +103%
AWP
1191
Ascent Wealth Partners
New York
$1.99M +$31.8K +121 +2%
CCG
1192
Ceeto Capital Group
Florida
$1.99M +$316K +1,200 +19%
CPIG
1193
Chicago Partners Investment Group
Illinois
$1.98M +$26.3K +95 +1%
WANY
1194
Wealthspire Advisors (New York)
New York
$1.98M +$265K +1,006 +15%
MGIU
1195
M&G Investments (USA)
Illinois
$1.98M +$1.98M +7,523 New
WPW
1196
Waldron Private Wealth
Pennsylvania
$1.97M -$96.8K -368 -5%
CFCI
1197
Comprehensive Financial Consultants Institutional
Indiana
$1.97M +$151K +572 +8%
CCP
1198
Cunning Capital Partners
North Carolina
$1.97M – – –
FAIM
1199
Financial Advocates Investment Management
Washington
$1.97M -$15.8K -60 -0.8%
FPF
1200
First Pacific Financial
Washington
$1.96M +$374K +1,420 +24%
46 47
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