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 %
BGA
1851
Battery Global Advisors
Massachusetts
$504K +$504K +1,914 New
SWA
1852
SOA Wealth Advisors
New York
$503K – – –
CRWM
1853
Castle Rock Wealth Management
California
$503K +$177K +706 +54%
BIA
1854
Bigelow Investment Advisors
Maine
$502K +$7.89K +30 +2%
WAG
1855
Winthrop Advisory Group
Massachusetts
$501K +$1.84K +7 +0.4%
GTAM
1856
Global Trust Asset Management
Florida
$500K -$66K -251 -12%
AT
1857
Arden Trust
Delaware
$496K -$4.47K -17 -0.9%
BPFA
1858
Barnes Pettey Financial Advisors
Mississippi
$496K – – –
EHWM
1859
Eads & Heald Wealth Management
Georgia
$495K -$28.9K -110 -6%
BOPW
1860
Brandywine Oak Private Wealth
Pennsylvania
$494K – – –
WWP
1861
Waypoint Wealth Partners
California
$492K +$85.5K +325 +21%
1IA
1862
1834 Investment Advisors
Wisconsin
$491K -$582K -2,210 -54%
CIM
1863
Contravisory Investment Management
Massachusetts
$488K -$5.53K -21 -1%
SAM
1864
Silvercrest Asset Management
New York
$488K +$202K +768 +71%
TC
1865
Truvestments Capital
Florida
$487K -$59.5K -226 -11%
VI
1866
VanderPol Investments
Michigan
$486K +$486K +1,846 New
JFA
1867
JNBA Financial Advisors
Minnesota
$482K +$43.2K +164 +10%
PA
1868
Perennial Advisors
New York
$480K -$1.32K -5 -0.3%
BB
1869
Busey Bank
Illinois
$479K +$479K +1,821 New
PB
1870
Pinnacle Bancorp
Nebraska
$478K -$1.05K -4 -0.2%
ACM
1871
Arcataur Capital Management
Wisconsin
$478K -$23.7K -90 -5%
AWM
1872
Accel Wealth Management
Iowa
$475K +$20.5K +78 +5%
RWP
1873
Revolve Wealth Partners
New Jersey
$475K -$2.63K -10 -0.6%
FA
1874
FF Advisors
California
$474K +$474K +1,803 New
HFM
1875
Hartford Funds Management
Pennsylvania
$474K +$31.3K +119 +7%
73 74
75
76 77