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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 %
SG
1401
StoneX Group
New York
$1.32M +$11.8K +45 +0.9%
IIM
1402
InTrack Investment Management
Vermont
$1.32M -$494K -1,876 -27%
Verition Fund Management
1403
Verition Fund Management
Connecticut
$1.32M -$10.3M -39,219 -89%
DFC
1404
DB Fitzpatrick & Co
Idaho
$1.32M +$2.9K +11 +0.2%
FMTC
1405
Farmers & Merchants Trust Company
California
$1.32M +$19.7K +75 +2%
BAM
1406
Belpointe Asset Management
Nevada
$1.32M -$152K -576 -10%
SSWM
1407
Smith Salley Wealth Management
North Carolina
$1.31M +$48.7K +185 +4%
WEG
1408
World Equity Group
Illinois
$1.31M -$65.8K -250 -5%
BFA
1409
Bragg Financial Advisors
North Carolina
$1.31M +$1.31M +4,979 New
BLC
1410
Brown, Lisle/Cummings
Rhode Island
$1.31M +$15.8K +60 +1%
LB
1411
Legacy Bridge
Iowa
$1.31M – – –
TFIPS
1412
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.31M +$1.31M +4,965 New
SIA
1413
Strategic Investment Advisors
Michigan
$1.3M -$68.9K -262 -5%
PAM
1414
Paradigm Asset Management
New York
$1.3M – – –
SFCL
1415
Strengthening Families & Communities LLC
Massachusetts
$1.3M +$143K +542 +12%
RMAM
1416
Raab & Moskowitz Asset Management
New Jersey
$1.3M -$35.5K -135 -3%
PWPS
1417
Pinnacle Wealth Planning Services
Ohio
$1.29M -$60.3K -229 -4%
CCG
1418
Coastwise Capital Group
California
$1.29M -$32.6K -124 -2%
EWA
1419
Etesian Wealth Advisors
Oregon
$1.29M -$59.2K -223 -4%
SIG
1420
Sargent Investment Group
Maryland
$1.29M +$6.58K +25 +0.5%
FFO
1421
Fiduciary Family Office
Florida
$1.28M +$1.28M +4,880 New
AF
1422
Aldebaran Financial
$1.28M -$65.8K -250 -5%
OWA
1423
Octavia Wealth Advisors
Ohio
$1.28M -$26.1K -99 -2%
IIM
1424
Intact Investment Management
Quebec, Canada
$1.28M +$174K +660 +16%
OAM
1425
Occidental Asset Management
California
$1.28M +$1.05K +4 +0.1%
55 56
57
58 59