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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 %
AB
1276
Atlas Brown
Kentucky
$1.68M +$19.2K +73 +1%
BA
1277
Birinyi Associates
Connecticut
$1.68M -$476K -1,810 -22%
BTI
1278
Blue Trust Inc
Georgia
$1.68M +$23.7K +117 +1%
DA
1279
Doliver Advisors
Texas
$1.68M -$27.6K -105 -2%
IAS
1280
IMA Advisory Services
Colorado
$1.68M -$93.9K -357 -5%
FAM
1281
Fred Alger Management
New York
$1.67M -$186K -705 -10%
QPW
1282
Quantum Private Wealth
Florida
$1.67M -$35.8K -136 -2%
KMWM
1283
Keudell/Morrison Wealth Management
Oregon
$1.67M -$526 -2 -0%
GWSG
1284
GPS Wealth Strategies Group
Colorado
$1.66M +$215K +818 +15%
AC
1285
AXQ Capital
New Jersey
$1.66M +$579K +2,200 +54%
SC
1286
Sapient Capital
Indiana
$1.66M +$1.66M +6,296 New
ATWA
1287
Arbor Trust Wealth Advisors
Michigan
$1.66M +$23.7K +90 +1%
SCP
1288
Shorepoint Capital Partners
Massachusetts
$1.65M +$58.7K +223 +4%
EWM
1289
Empirical Wealth Management
Washington
$1.65M +$265K +1,008 +19%
GWMIA
1290
Global Wealth Management Investment Advisory
Florida
$1.65M -$103K -393 -6%
RPC
1291
Rossmore Private Capital
Connecticut
$1.65M – – –
RWB
1292
RMR Wealth Builders
New Jersey
$1.64M +$188K +714 +13%
RAM
1293
Ramirez Asset Management
New York
$1.64M – – –
LS
1294
Leelyn Smith
Illinois
$1.64M +$25.3K +96 +2%
LTI
1295
Laffer Tengler Investments
Tennessee
$1.63M +$155K +588 +10%
CG
1296
Cynosure Group
Utah
$1.63M +$175K +665 +12%
JPWM
1297
Jamison Private Wealth Management
Georgia
$1.63M +$3.95K +15 +0.2%
PL
1298
Plancorp LLC
Missouri
$1.62M +$47.9K +182 +3%
JGCM
1299
Joseph Group Capital Management
Ohio
$1.61M +$41.3K +157 +3%
SC
1300
Saturna Capital
Washington
$1.61M +$35.8K +136 +2%
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