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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 %
TFA
1451
Teamwork Financial Advisors
Texas
$1.21M -$737K -2,802 -38%
APP
1452
Avantax Planning Partners
Iowa
$1.21M -$145K -551 -11%
DC
1453
Davenport & Co
Virginia
$1.2M +$43.9K +167 +4%
GLAM
1454
Gardner Lewis Asset Management
Pennsylvania
$1.2M -$691K -2,625 -36%
EI
1455
Ellevest Inc
New York
$1.2M -$72.1K -274 -6%
DS
1456
DRW Securities
Illinois
$1.2M -$37.1M -140,990 -97%
BO
1457
Bank OZK
Arkansas
$1.2M -$81.3K -309 -6%
MSE
1458
MUFG Securities EMEA
United Kingdom
$1.19M -$1.59M -6,059 -57%
FUBT
1459
First United Bank & Trust
Maryland
$1.19M +$89.5K +340 +8%
BWA
1460
Bordeaux Wealth Advisors
California
$1.19M +$297K +1,130 +33%
CFG
1461
Citizens Financial Group
Rhode Island
$1.19M +$401K +1,524 +51%
DP
1462
Denver PWM
Colorado
$1.19M +$40.8K +162 +4%
CFP
1463
Catalyst Financial Partners
Massachusetts
$1.19M +$51K +194 +4%
SSWG
1464
Seven Springs Wealth Group
Tennessee
$1.19M -$54.7K -208 -4%
KP
1465
Keel Point
Alabama
$1.19M -$221K -838 -16%
PMA
1466
Prudent Man Advisors
Illinois
$1.19M -$175K -665 -13%
MFS
1467
Monetta Financial Services
Illinois
$1.18M – – –
AFO
1468
Arrowroot Family Office
California
$1.18M -$226K -858 -16%
GT
1469
Glenview Trust
Kentucky
$1.18M +$43.9K +167 +4%
ESB
1470
Essex Savings Bank
Connecticut
$1.18M +$117K +445 +11%
NJIM
1471
Nabity-Jensen Investment Management
Nebraska
$1.18M +$1.18M +4,476 New
AP
1472
Adero Partners
California
$1.18M +$331K +1,259 +39%
GI
1473
GAMMA Investing
California
$1.17M +$1.17M +4,161 New
DC
1474
DeDora Capital
California
$1.17M +$49.7K +189 +4%
PCM
1475
Prelude Capital Management
New York
$1.16M +$1.16M +4,404 New
57 58
59
60 61