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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 %
EWA
1301
EverSource Wealth Advisors
Alabama
$1.6M +$109K +414 +7%
LC
1302
Lindbrook Capital
California
$1.6M +$146K +556 +10%
PMG
1303
ProVise Management Group
Florida
$1.6M -$32.4K -123 -2%
SP
1304
Stablepoint Partners
Massachusetts
$1.59M +$1.59M +6,047 New
CFG
1305
Cooper Financial Group
California
$1.59M +$348K +1,322 +28%
WGCA
1306
Wolf Group Capital Advisors
Virginia
$1.59M +$43.1K +204 +3%
MME
1307
Meag Munich Ergo
Germany
$1.59M +$1.24M +4,722 +361%
CP
1308
Canopy Partners
Ohio
$1.58M +$1.58M +6,008 New
PIMJS
1309
PKO Investment Management Joint-Stock
Poland
$1.58M – – –
NAAA
1310
New Age Alpha Advisors
New York
$1.58M +$1.58M +6,000 New
CI
1311
Conning Inc
Connecticut
$1.58M – – –
FMLI
1312
Fukoku Mutual Life Insurance
Japan
$1.57M -$921K -3,501 -37%
QT
1313
Quantbot Technologies
New York
$1.57M +$1.57M +5,981 New
KAS
1314
KPP Advisory Services
Kentucky
$1.57M +$120K +457 +8%
COCM
1315
Charter Oak Capital Management
New Hampshire
$1.57M – – –
UFF
1316
USA Financial Formulas
Michigan
$1.57M +$1.57M +5,962 +85,171%
NBT
1317
Northwest Bank & Trust
Iowa
$1.57M +$1.57M +5,963 New
EIA
1318
Eastover Investment Advisors
North Carolina
$1.56M +$30.3K +115 +2%
NW
1319
Naviter Wealth
Arkansas
$1.56M +$194K +738 +14%
SM
1320
Sciencast Management
New Jersey
$1.56M -$389K -1,477 -20%
ACP
1321
Aviance Capital Partners
Florida
$1.56M -$393K -1,495 -20%
TPWA
1322
TRUE Private Wealth Advisors
Oregon
$1.55M -$129K -489 -8%
RCA
1323
Riverview Capital Advisers
Massachusetts
$1.55M +$14.5K +55 +0.9%
CVA
1324
Central Valley Advisors
California
$1.55M +$1.55M +5,882 New
B
1325
Birchbrook
Maine
$1.55M +$1.55M +5,875 New
51 52
53
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