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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 %
WA
1501
Waverly Advisors
Alabama
$1.09M +$124K +471 +13%
SRC
1502
Sage Rhino Capital
California
$1.08M +$8.95K +34 +0.8%
PA
1503
PSI Advisors
Florida
$1.08M -$117K -444 -10%
SP
1504
Stonebrook Private
Michigan
$1.08M +$1.08M +4,109 New
1SB
1505
1ST Source Bank
Indiana
$1.08M -$8.68K -33 -0.8%
IPAM
1506
Investment Partners Asset Management
New Jersey
$1.08M +$1.08M +4,097 New
SWMG
1507
Signature Wealth Management Group
Georgia
$1.08M +$1.08M +4,090 New
GP
1508
Geneva Partners
Wisconsin
$1.07M -$39.5K -150 -4%
BL
1509
BFSG LLC
California
$1.07M -$64.7K -246 -6%
MS
1510
Maven Securities
Jersey
$1.07M +$1.07M +4,064 New
TYCC
1511
Texas Yale Capital Corp
Florida
$1.07M +$31.8K +121 +3%
VBCG
1512
Valley Brook Capital Group
Pennsylvania
$1.07M +$51.3K +195 +5%
SI
1513
Shaker Investments
Ohio
$1.06M +$1.06M +4,046 New
GFP
1514
Gryphon Financial Partners
Ohio
$1.06M +$261K +970 +32%
BWM
1515
BigSur Wealth Management
Florida
$1.06M – – –
NAMNJ
1516
NorthStar Asset Management (New Jersey)
New Jersey
$1.06M +$1.06M +4,027 New
NDSI
1517
Newman Dignan & Sheerar Inc
Rhode Island
$1.06M +$37.9K +144 +4%
HH
1518
HWG Holdings
Texas
$1.06M +$1.05M +3,980 +11,056%
CWA
1519
Consilium Wealth Advisory
Texas
$1.05M +$77.6K +295 +8%
AFG
1520
Atomi Financial Group
New York
$1.05M +$247K +937 +31%
CG
1521
Cutler Group
California
$1.04M -$2.57M -9,760 -71%
JDR
1522
Jay D. Rosenbaum
$1.03M -$891K -3,385 -46%
TIMH
1523
Tilt Investment Management Holdings
New York
$1.03M -$367K -1,396 -26%
CBTWT
1524
Community Bank & Trust (Waco, Texas)
Texas
$1.03M -$196K -747 -16%
CA
1525
Claro Advisors
Massachusetts
$1.03M -$65K -247 -6%
59 60
61
62 63