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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 %
IP
1351
Intellectus Partners
California
$1.48M -$18.4K -70 -1%
CI
1352
CX Institutional
Indiana
$1.48M +$51.8K +197 +4%
SJIM
1353
St. Johns Investment Management
Florida
$1.48M +$34.2K +130 +2%
VI
1354
Versor Investments
New York
$1.47M -$1.53M -5,809 -51%
BSW
1355
Buckingham Strategic Wealth
Missouri
$1.47M -$21.6K -82 -1%
CFGS
1356
Concourse Financial Group Securities
Alabama
$1.47M +$603K +2,290 +70%
CT
1357
Coastline Trust
Rhode Island
$1.47M +$163K +618 +12%
CFG
1358
Carr Financial Group
Massachusetts
$1.47M – – –
SWP
1359
Strategic Wealth Partners
Ohio
$1.47M +$927K +3,521 +172%
LAI
1360
Legal Advantage Investments
California
$1.47M +$10.5K +40 +0.7%
IFU
1361
iSAM Funds (UK)
United Kingdom
$1.46M -$5K -19 -0.3%
AWA
1362
Alta Wealth Advisors
Massachusetts
$1.45M -$21.6K -82 -1%
CTFG
1363
Capstone Triton Financial Group
Oklahoma
$1.45M -$341K -1,295 -19%
TPI
1364
Trust Point Inc
Wisconsin
$1.45M +$1.45M +5,505 New
VWM
1365
Venturi Wealth Management
Texas
$1.45M +$120K +456 +9%
GMF
1366
Grace & Mercy Foundation
New York
$1.45M – – –
SAM
1367
Secure Asset Management
Michigan
$1.45M -$15.8K -60 -1%
MCM
1368
Mainstay Capital Management
Michigan
$1.44M +$248K +941 +21%
IGAM
1369
iA Global Asset Management
Quebec, Canada
$1.43M -$1.23M -4,666 -46%
MSAM
1370
Moloney Securities Asset Management
Missouri
$1.43M +$238K +903 +20%
GI
1371
GAMCO Investors
Connecticut
$1.42M -$158K -602 -10%
EWM
1372
Elmwood Wealth Management
California
$1.42M -$469K -1,781 -25%
CT
1373
Chicago Trust
Illinois
$1.41M -$120K -457 -8%
TSW
1374
Three Seasons Wealth
Utah
$1.41M +$27.1K +103 +2%
LJAC
1375
L.J. Altfest & Co
New York
$1.41M -$275K -1,045 -16%
53 54
55
56 57