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
37.77%
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
$10.6B
2
Capital International Investors
Capital International Investors
California
$3.61B
3
Coatue Management
Coatue Management
New York
$564M
4
State Street
State Street
Massachusetts
$12.1B
5
DZ Bank
DZ Bank
Germany
$893M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$13.2M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$2.22B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.76B
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$763M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
101
SEI Investments
Pennsylvania
$287M -$5.58M -21,196 -2%
Adage Capital Partners
102
Adage Capital Partners
Massachusetts
$284M +$46.4M +176,400 +20%
MG
103
Meritage Group
California
$275M +$1.26M +4,793 +0.5%
PAM
104
Panagora Asset Management
Massachusetts
$271M +$21.6M +82,086 +9%
Ensign Peak Advisors
105
Ensign Peak Advisors
Utah
$269M +$43.3M +164,722 +19%
Mitsubishi UFJ Asset Management
106
Mitsubishi UFJ Asset Management
Japan
$269M +$14.8M +58,582 +6%
RJFSA
107
Raymond James Financial Services Advisors
Florida
$265M +$4.5M +17,092 +2%
New York State Teachers Retirement System (NYSTRS)
108
New York State Teachers Retirement System (NYSTRS)
New York
$263M -$6.22M -23,624 -2%
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$262M +$5.57M +21,183 +2%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$260M +$38.4M +145,743 +17%
Allianz Asset Management
111
Allianz Asset Management
Germany
$252M +$38.2M +145,063 +18%
Aberdeen Group
112
Aberdeen Group
United Kingdom
$248M +$54.5M +206,936 +28%
Swedbank
113
Swedbank
Sweden
$247M +$2.67M +10,139 +1%
Qube Research & Technologies (QRT)
114
Qube Research & Technologies (QRT)
United Kingdom
$243M -$141M -535,852 -37%
Robeco Institutional Asset Management
115
Robeco Institutional Asset Management
Netherlands
$241M -$12.5M -47,375 -5%
VNIM
116
Vaughan Nelson Investment Management
Texas
$236M -$7.74M -29,410 -3%
AQR Capital Management
117
AQR Capital Management
Connecticut
$230M +$1.07M +4,054 +0.5%
Jane Street
118
Jane Street
New York
$221M +$112M +426,372 +103%
Canada Life
119
Canada Life
Manitoba, Canada
$221M -$4.84M -18,458 -2%
ATO
120
Alecta Tjanstepension Omsesidigt
Sweden
$221M – – –
1832 Asset Management
121
1832 Asset Management
Ontario, Canada
$221M +$55.4M +210,550 +34%
National Bank of Canada
122
National Bank of Canada
Quebec, Canada
$220M +$3.32M +12,951 +2%
Korea Investment Corp
123
Korea Investment Corp
South Korea
$215M +$48.7M +184,984 +29%
Man Group
124
Man Group
United Kingdom
$213M +$213M +808,793 New
William Blair & Company
125
William Blair & Company
Illinois
$212M -$3.8M -14,439 -2%
3 4
5
6 7