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
37.76%
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 %
WRPWM
1326
Werba Rubin Papier Wealth Management
California
$1.55M -$22.9K -87 -1%
GITFIT
1327
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.54M – – –
SCP
1328
Stamos Capital Partners
California
$1.54M -$1.07M -4,060 -41%
HFM
1329
Harvest Fund Management
China
$1.54M +$536K +2,035 +53%
SSI
1330
Scott & Selber Inc
Texas
$1.54M -$15.5K -59 -1%
LWA
1331
Lineweaver Wealth Advisors
Ohio
$1.53M +$700K +2,662 +84%
AP
1332
Americana Partners
Texas
$1.53M -$885K -2,703 -37%
PTP
1333
Platform Technology Partners
New York
$1.53M +$247K +859 +19%
CWP
1334
Concord Wealth Partners
Virginia
$1.53M +$724K +2,751 +90%
IIM
1335
Ironwood Investment Management
Massachusetts
$1.52M -$19.7K -75 -1%
TAM
1336
Trillium Asset Management
Massachusetts
$1.52M -$13.4K -51 -0.9%
CCM
1337
Cinctive Capital Management
New York
$1.52M +$584K +2,218 +62%
BDL
1338
Bey-Douglas LLC
Georgia
$1.52M +$1.52M +5,764 New
WLG
1339
Williamson Legacy Group
Indiana
$1.52M +$1.52M +5,763 New
RCG
1340
Regatta Capital Group
California
$1.52M +$34.7K +132 +2%
RCAG
1341
Rehmann Capital Advisory Group
Michigan
$1.51M +$116K +442 +8%
LCM
1342
Lazari Capital Management
California
$1.51M -$615K -2,336 -29%
VFPI
1343
Vantage Financial Partners (Illinois)
Illinois
$1.51M -$184K -700 -11%
GIS
1344
Grayhawk Investment Strategies
Alberta, Canada
$1.5M +$1.5M +5,688 New
SFM
1345
Signet Financial Management
New Jersey
$1.49M +$1.49M +5,661 New
GC
1346
Gilbert & Cook
Iowa
$1.49M +$96.3K +366 +7%
DP
1347
Dearborn Partners
Illinois
$1.48M -$15.8K -60 -1%
SMH
1348
Sanders Morris Harris
Texas
$1.48M -$97.9K -376 -6%
CPIA
1349
Cornell Pochily Investment Advisors
New York
$1.48M +$18.4K +70 +1%
KCM
1350
KRS Capital Management
Michigan
$1.48M -$26.3K -100 -2%
52 53
54
55 56