CRM icon

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 %
AFT
1651
Alpha Family Trust
California
$772K – – –
PWMAG
1652
Pinnacle Wealth Management Advisory Group
New Jersey
$772K +$30.8K +117 +4%
HBW
1653
Hazlett, Burt & Watson
West Virginia
$770K +$25.5K +97 +3%
BCM
1654
Bienville Capital Management
New York
$769K – – –
PWP
1655
Pursue Wealth Partners
California
$765K – – –
PA
1656
Probity Advisors
Texas
$764K -$29.5K -112 -4%
OCM
1657
Osterweis Capital Management
California
$763K – – –
VEA
1658
Virtus ETF Advisers
New York
$762K -$100K -381 -12%
SSWM
1659
Strait & Sound Wealth Management
California
$758K -$2.99K -11 -0.4%
SMA
1660
Sage Mountain Advisors
Georgia
$756K -$1.84K -7 -0.2%
TA
1661
TFG Advisers
Michigan
$756K – – –
AF
1662
Advisornet Financial
Minnesota
$752K +$42.6K +162 +6%
DCM
1663
Driehaus Capital Management
Illinois
$749K +$749K +2,845 New
ECG
1664
EPIQ Capital Group
California
$747K +$6.05K +23 +0.8%
ICP
1665
Interchange Capital Partners
Pennsylvania
$746K -$78.6K -299 -10%
KFA
1666
Kapstone Financial Advisors
Ohio
$745K -$20.6K -74 -3%
MC
1667
Mathes Company
New York
$743K +$19.2K +73 +3%
AP
1668
Appleton Partners
Massachusetts
$737K -$20.3K -77 -3%
CAM
1669
Carret Asset Management
New York
$733K +$1.32K +5 +0.2%
BWA
1670
Blodgett Wealth Advisors
California
$732K – – –
NMG
1671
New Millennium Group
Utah
$729K +$729K +2,769 New
PCMH
1672
Polymer Capital Management (HK)
Hong Kong
$724K +$724K +2,750 New
HIF
1673
Hill Island Financial
Michigan
$723K – – –
RVPG
1674
Relative Value Partners Group
$722K +$6.58K +25 +0.9%
JFGIW
1675
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$721K +$156K +592 +28%
65 66
67
68 69