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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 %
IAIM
1376
International Assets Investment Management
Florida
$1.41M -$152K -576 -10%
PPW
1377
Parcion Private Wealth
Washington
$1.41M +$116K +442 +9%
TPWA
1378
Twin Peaks Wealth Advisors
California
$1.4M +$1.4M +5,338 New
HIIFS
1379
Harel Insurance Investments & Financial Services
Israel
$1.4M -$416K -1,567 -23%
EWA
1380
Exencial Wealth Advisors
Oklahoma
$1.39M +$121K +461 +10%
LFA
1381
Legacy Financial Advisors
Kentucky
$1.39M +$147K +557 +12%
GW
1382
GW & Wade
Massachusetts
$1.39M -$121K -459 -8%
ACA
1383
Aptus Capital Advisors
Alabama
$1.39M -$65K -247 -4%
CHAM
1384
Clear Harbor Asset Management
Connecticut
$1.38M -$39.7K -151 -3%
RA
1385
RFG Advisory
Alabama
$1.37M +$8.16K +31 +0.6%
OWP
1386
Old Well Partners
North Carolina
$1.37M +$132K +500 +11%
AC
1387
Apella Capital
Connecticut
$1.37M +$1.37M +5,437 New
VIM
1388
VELA Investment Management
Ohio
$1.36M +$37.6K +143 +3%
CPM
1389
Connective Portfolio Management
New York
$1.36M – – –
CMI
1390
Clare Market Investments
Texas
$1.36M +$149K +565 +12%
LWM
1391
Laidlaw Wealth Management
New York
$1.36M -$62.6K -238 -4%
AC
1392
Avestar Capital
New York
$1.36M +$153K +581 +13%
OHIS
1393
Oak Harvest Investment Services
Texas
$1.35M -$122K -465 -8%
BI
1394
Ballast Inc
Kentucky
$1.34M -$63.7K -242 -5%
SIM
1395
Sentry Investment Management
Wisconsin
$1.34M -$144K -549 -10%
CCB
1396
Country Club Bank
Missouri
$1.34M -$106K -399 -7%
AWA
1397
Aaron Wealth Advisors
Illinois
$1.34M +$50K +190 +4%
AA
1398
Argent Advisors
Louisiana
$1.33M -$12.6K -48 -0.9%
BAM
1399
Bosun Asset Management
Illinois
$1.33M -$172K -653 -11%
GPA
1400
Guerra Pan Advisors
New Jersey
$1.33M +$526 +2 +0%
54 55
56
57 58