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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 %
HH
1476
Hilltop Holdings
Texas
$1.16M +$39.7K +151 +4%
DCM
1477
Dudley Capital Management
Virginia
$1.16M +$307K +1,166 +36%
HIM
1478
Hillsdale Investment Management
Ontario, Canada
$1.15M -$105K -400 -8%
MAM
1479
MWA Asset Management
Massachusetts
$1.15M +$55.3K +210 +5%
CW
1480
CIC Wealth
Maryland
$1.15M -$9.21K -35 -0.8%
HWAM
1481
Hennion & Walsh Asset Management
New Jersey
$1.14M +$411K +1,561 +56%
IA
1482
IFP Advisors
Florida
$1.13M +$58.2K +221 +5%
GM
1483
Granger Management
New York
$1.13M +$1.13M +4,307 New
NAG
1484
Northstar Advisory Group
New Jersey
$1.13M -$1.51M -5,749 -57%
CWM
1485
Chemistry Wealth Management
New York
$1.12M +$5.26K +20 +0.5%
WP
1486
WealthSource Partners
California
$1.12M -$294K -1,116 -21%
SAW
1487
Signal Advisors Wealth
Michigan
$1.12M +$1.12M +4,248 New
AFG
1488
Alterity Financial Group
Maine
$1.12M -$19.7K -75 -2%
CPW
1489
Cove Private Wealth
New York
$1.11M +$1.11M +4,225 New
DI
1490
Diligent Investors
California
$1.11M -$133K -507 -11%
MFP
1491
Meridian Financial Partners
Virginia
$1.11M +$22.5K +82 +2%
FI
1492
Financial Insights
Washington
$1.11M +$24.2K +92 +2%
FIM
1493
Freedom Investment Management
Connecticut
$1.1M -$181K -687 -14%
PP
1494
PDS Planning
Ohio
$1.1M +$3.95K +15 +0.4%
MIM
1495
Moseley Investment Management
Florida
$1.09M -$93.9K -357 -8%
BC
1496
Bowman & Company
Wisconsin
$1.09M +$77.9K +296 +8%
RP
1497
Raelipskie Partnership
Ontario, Canada
$1.09M +$1.09M +4,144 New
FAG
1498
Fortitude Advisory Group
Washington
$1.09M -$31.8K -121 -3%
JE
1499
JMAC Enterprises
Pennsylvania
$1.09M +$21.6K +82 +2%
RBC
1500
Romano Brothers & Co
Illinois
$1.09M -$172K -654 -14%
58 59
60
61 62