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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 %
BB
1751
Burford Brothers
Texas
$621K +$621K +2,361 New
KCPG
1752
Kavar Capital Partners Group
Kansas
$620K +$310K +1,178 +100%
JIP
1753
Jaffetilchin Investment Partners
Florida
$619K -$33.2K -126 -5%
BFC
1754
Blue Fin Capital
Rhode Island
$618K +$20K +76 +3%
HM
1755
Harvest Management
New York
$605K +$132K +500 +28%
PA
1756
Parkside Advisors
California
$605K – – –
PWM
1757
Prentice Wealth Management
New York
$604K +$10K +38 +2%
IHL
1758
Investment House LLC
California
$603K – – –
IWA
1759
IVC Wealth Advisors
Pennsylvania
$603K -$263 -1 -0%
RFN
1760
Redwood Financial Network
Ohio
$601K +$33.9K +129 +6%
AT
1761
Avalon Trust
New Mexico
$600K +$112K +425 +23%
SOW
1762
State of Wyoming
Wyoming
$599K -$190K -723 -24%
MMG
1763
Monetary Management Group
Missouri
$599K – – –
CWA
1764
Clarus Wealth Advisors
Arizona
$595K +$595K +2,169 New
CCA
1765
Childress Capital Advisors
Texas
$595K -$71.6K -272 -11%
RGC
1766
Roberts, Glore & Co
Illinois
$593K -$1.32K -5 -0.2%
NWA
1767
New World Advisors
Massachusetts
$592K +$1.05K +4 +0.2%
RIA
1768
Regal Investment Advisors
Michigan
$591K +$18.7K +71 +3%
CIS
1769
Custom Index Systems
New York
$591K +$591K +2,245 New
MCP
1770
Mirador Capital Partners
California
$590K -$38.4K -146 -6%
EFS
1771
Essex Financial Services
Connecticut
$590K +$61K +232 +12%
GI
1772
Gradient Investments
Minnesota
$590K -$79.7K -303 -12%
PHIC
1773
Pine Haven Investment Counsel
Massachusetts
$589K +$14.5K +55 +3%
IC
1774
Inscription Capital
Texas
$588K +$5.79K +22 +1%
SIM
1775
Studio Investment Management
Illinois
$586K -$104K -396 -15%
69 70
71
72 73