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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 %
MG
1876
Mather Group
Illinois
$474K -$11.8K -45 -2%
HNW
1877
High Note Wealth
Minnesota
$474K +$81.8K +311 +21%
CC
1878
Copperleaf Capital
North Carolina
$472K +$4.47K +17 +1%
CCM
1879
Chaney Capital Management
Washington
$472K +$472K +1,793 New
IIC
1880
Integrated Investment Consultants
Michigan
$472K – – –
TW
1881
Traveka Wealth
California
$471K +$471K +1,790 New
EWM
1882
Evermay Wealth Management
Virginia
$470K +$114K +433 +32%
TWM
1883
Trueblood Wealth Management
Ohio
$469K +$469K +1,783 New
PNC
1884
Park National Corp
Ohio
$468K -$138K -525 -23%
DTL
1885
Dynamic Technology Lab
Singapore
$468K -$5.96M -22,672 -93%
APWM
1886
Argonautica Private Wealth Management
Massachusetts
$464K – – –
DWA
1887
Dougherty Wealth Advisers
Minnesota
$463K – – –
BFG
1888
Berger Financial Group
Minnesota
$463K -$23.4K -89 -5%
PP
1889
Patron Partners
Texas
$462K -$21.1K -80 -4%
PCM
1890
Pointe Capital Management
Michigan
$462K +$4.21K +16 +0.9%
PW
1891
Peninsula Wealth
California
$461K +$60.8K +231 +15%
PSP
1892
Pacific Sage Partners
Washington
$460K – – –
AGA
1893
Arkos Global Advisors
Texas
$459K +$65K +247 +16%
S
1894
Sunpointe
Missouri
$458K +$458K +1,741 New
WF
1895
Wayfinding Financial
Washington
$457K +$59.2K +225 +15%
CRI
1896
Colonial River Investments
Virginia
$456K +$4.47K +17 +1%
WCM
1897
Wedge Capital Management
North Carolina
$455K -$11.3K -43 -2%
WFAG
1898
Worth Financial Advisory Group
North Carolina
$454K -$3.95K -15 -0.9%
TI
1899
Truepoint Inc
Ohio
$454K +$119K +451 +35%
CWM
1900
Cedar Wealth Management
California
$453K +$2.63K +10 +0.6%
74 75
76
77 78