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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 %
BA
1226
Bristlecone Advisors
Washington
$1.86M -$24.2K -92 -1%
BL
1227
Balentine LLC
Georgia
$1.85M +$332K +1,261 +22%
FCB
1228
First County Bank
Connecticut
$1.85M +$18.7K +71 +1%
GAM
1229
Grandview Asset Management
Pennsylvania
$1.85M -$149K -567 -7%
SAM
1230
Steinberg Asset Management
New York
$1.85M -$124K -472 -6%
DSCM
1231
Del-Sette Capital Management
New York
$1.84M +$31.1K +118 +2%
TCM
1232
Tegean Capital Management
New York
$1.84M +$1.84M +7,000 New
CRIG
1233
Charter Research & Investment Group
Connecticut
$1.83M – – –
MLL
1234
Moody Lynn & Lieberson
Massachusetts
$1.83M +$94.7K +360 +5%
LF
1235
LifePlan Financial
Minnesota
$1.83M +$1.83M +6,953 New
VFA
1236
Voya Financial Advisors
Connecticut
$1.83M +$95.3K +359 +6%
QWM
1237
Quadcap Wealth Management
Texas
$1.82M +$1.82M +6,927 New
RSWM
1238
Robertson Stephens Wealth Management
California
$1.82M -$11.6K -44 -0.6%
BM
1239
Brandywine Managers
Delaware
$1.82M – – –
QCG
1240
Quadrant Capital Group
Ohio
$1.82M +$129K +491 +8%
FFN
1241
Focus Financial Network
Minnesota
$1.82M +$517K +1,966 +40%
GSC
1242
Grey Street Capital
Illinois
$1.81M +$1.13M +4,293 +165%
PCG
1243
PFC Capital Group
California
$1.81M +$1.81M +6,890 New
WAM
1244
Weiss Asset Management
Massachusetts
$1.81M +$1.81M +6,878 New
RG
1245
Rathbones Group
United Kingdom
$1.81M +$10.5K +40 +0.6%
NG
1246
Northstar Group
New York
$1.8M -$30.3K -115 -2%
WI
1247
WrapManager Inc
California
$1.8M -$58.9K -224 -3%
MA
1248
Montag & Associates
Georgia
$1.8M +$1M +3,804 +126%
MIH
1249
Meitav Investment House
Israel
$1.8M -$654K -2,465 -27%
TF
1250
TLWM Financial
Texas
$1.79M +$6.05K +23 +0.3%
48 49
50
51 52