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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
37.77%
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
$10.6B
2
Capital International Investors
Capital International Investors
California
$3.61B
3
Coatue Management
Coatue Management
New York
$564M
4
State Street
State Street
Massachusetts
$12.1B
5
DZ Bank
DZ Bank
Germany
$893M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$13.2M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$2.22B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.76B
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$763M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
126
LPL Financial
California
$212M +$13.1M +49,617 +7%
DCM
127
Dorsal Capital Management
California
$211M – – –
Assenagon Asset Management
128
Assenagon Asset Management
Luxembourg
$209M -$37M -140,554 -15%
TD Asset Management
129
TD Asset Management
Ontario, Canada
$208M +$51.1M +194,224 +33%
ROIC
130
Route One Investment Company
California
$204M – – –
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$202M -$42.4M -161,109 -17%
Russell Investments Group
132
Russell Investments Group
United Kingdom
$200M +$3.82M +14,489 +2%
TG
133
TCW Group
California
$198M -$15.9M -60,498 -7%
HA
134
HHLR Advisors
Cayman Islands
$197M -$42.4M -161,100 -18%
APG Asset Management
135
APG Asset Management
Netherlands
$194M +$845K +3,547 +0.4%
Flossbach Von Storch
136
Flossbach Von Storch
Germany
$193M -$8.18M -31,088 -4%
DPCM
137
Darlington Partners Capital Management
California
$191M -$6.15M -23,368 -3%
Bank of Nova Scotia
138
Bank of Nova Scotia
Ontario, Canada
$187M +$132M +501,995 +238%
Corient Private Wealth
139
Corient Private Wealth
Florida
$184M +$7.52M +28,592 +4%
FWIA
140
Fort Washington Investment Advisors
Ohio
$172M -$15M -56,816 -8%
Toronto Dominion Bank
141
Toronto Dominion Bank
Ontario, Canada
$169M +$17.6M +66,873 +12%
Victory Capital Management
142
Victory Capital Management
Texas
$167M -$3.08M -11,714 -2%
Janus Henderson Group
143
Janus Henderson Group
United Kingdom
$165M +$3.78M +14,370 +2%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$164M +$25.7M +97,603 +19%
AAIS
145
ABN AMRO Investment Solutions
$162M +$211K +802 +0.1%
FCM
146
Fernbridge Capital Management
California
$162M -$42.4M -161,288 -21%
CI Investments Inc
147
CI Investments Inc
Ontario, Canada
$162M +$48.9M +185,713 +43%
Westfield Capital Management
148
Westfield Capital Management
Massachusetts
$160M +$9.98M +37,940 +7%
HL
149
Harding Loevner
New Jersey
$159M -$2.06M -7,830 -1%
EIP
150
Epoch Investment Partners
New York
$156M -$2.68M -10,201 -2%
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