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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 %
KCM
151
Kensico Capital Management
Connecticut
$155M -$7.92M -30,100 -5%
Mitsubishi UFJ Trust & Banking
152
Mitsubishi UFJ Trust & Banking
Japan
$155M -$36.4M -138,415 -19%
Caisse de Depot et Placement du Quebec (CDPQ)
153
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$152M +$41.1M +156,256 +37%
State of New Jersey Common Pension Fund D
154
State of New Jersey Common Pension Fund D
New Jersey
$146M – – –
State of Wisconsin Investment Board
155
State of Wisconsin Investment Board
Wisconsin
$144M -$5.61M -21,306 -4%
Chevy Chase Trust
156
Chevy Chase Trust
Maryland
$143M -$1.03M -3,910 -0.7%
NHAS
157
Novo Holdings A/S
Denmark
$140M – – –
Empower Advisory Group
158
Empower Advisory Group
Colorado
$139M +$1.02M +3,878 +0.7%
Nomura Asset Management
159
Nomura Asset Management
Japan
$139M +$3.59M +13,654 +3%
Public Sector Pension Investment Board (PSP Investments)
160
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$137M -$1.27M -4,828 -0.9%
Mirae Asset Global Investments
161
Mirae Asset Global Investments
South Korea
$137M +$3.42M +12,992 +3%
Select Equity Group
162
Select Equity Group
New York
$135M -$39.6M -150,493 -23%
Asset Management One
163
Asset Management One
Japan
$135M +$6.63M +24,982 +5%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$133M -$455K -1,730 -0.3%
LWCFA
165
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$132M -$1.26M -4,473 -0.9%
NMO
166
Newlands Management Operations
Texas
$132M – – –
Kovitz Investment Group Partners
167
Kovitz Investment Group Partners
Illinois
$132M -$318K -1,207 -0.2%
PCM
168
Palestra Capital Management
New York
$130M -$63.1M -239,960 -33%
EC
169
Eminence Capital
New York
$129M -$12.6M -47,912 -9%
SHCM
170
Sachem Head Capital Management
New York
$129M -$20.2M -76,600 -14%
US Bancorp
171
US Bancorp
Minnesota
$128M +$11.1M +42,295 +10%
Hudson Bay Capital Management
172
Hudson Bay Capital Management
Connecticut
$128M +$79.1M +300,647 +162%
Allspring Global Investments
173
Allspring Global Investments
North Carolina
$127M -$1.41M -5,360 -1%
Ohio Public Employees Retirement System (OPERS)
174
Ohio Public Employees Retirement System (OPERS)
Ohio
$127M +$498K +1,892 +0.4%
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$127M +$41.9M +159,334 +50%
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