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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 %
HI
1626
Harbour Investments
Wisconsin
$808K +$301K +1,142 +59%
LAM
1627
L2 Asset Management
Massachusetts
$807K +$737K +2,802 +1,053%
SAM
1628
Smartleaf Asset Management
Massachusetts
$806K +$806K +3,055 New
SAM
1629
Strategy Asset Managers
California
$804K +$15K +57 +2%
AWM
1630
Avitas Wealth Management
California
$802K -$5.53K -21 -0.7%
PSP
1631
Principal Street Partners
Tennessee
$802K -$58.2K -221 -7%
AWM
1632
Aviso Wealth Management
Washington
$800K +$800K +3,041 New
BIM
1633
Bridges Investment Management
Nebraska
$799K -$35.8K -136 -4%
CM
1634
Corvex Management
New York
$798K – – –
APC
1635
Aspire Private Capital
North Carolina
$795K +$37.4K +142 +5%
FPCP
1636
Fort Point Capital Partners
California
$794K -$73.7K -280 -8%
SQA
1637
Simon Quick Advisors
New Jersey
$792K +$32.4K +123 +4%
ST
1638
Smithfield Trust
Pennsylvania
$788K +$42.4K +161 +6%
VFG
1639
V2 Financial group
Illinois
$787K – – –
AA
1640
Ancora Advisors
Ohio
$786K +$448K +1,702 +132%
JCM
1641
Janney Capital Management
Pennsylvania
$786K -$6.31K -24 -0.8%
BWM
1642
Baron Wealth Management
Michigan
$784K -$27.6K -105 -3%
GSWM
1643
Greenup Street Wealth Management
Michigan
$783K -$51.3K -195 -6%
SCI
1644
S&CO Inc
Massachusetts
$781K +$39.4K +150 +5%
QC
1645
Quent Capital
New York
$779K +$25.5K +97 +3%
OPW
1646
Oxler Private Wealth
New York
$778K -$684K -2,600 -47%
SCM
1647
Stevens Capital Management
Pennsylvania
$778K -$2.25M -8,530 -74%
PFBT
1648
Parkside Financial Bank & Trust
Missouri
$776K +$16.8K +64 +2%
JCIA
1649
Jackson Creek Investment Advisors
Colorado
$775K +$203K +773 +36%
TP
1650
Tranquility Partners
Tennessee
$774K +$5K +19 +0.7%
64 65
66
67 68