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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 %
UW
1951
Unique Wealth
Florida
$408K +$408K +1,549 New
FHC
1952
First Heartland Consultants
Missouri
$407K +$10.8K +41 +3%
MPCA
1953
Madison Park Capital Advisors
Washington
$406K +$406K +1,544 New
CWA
1954
Clarity Wealth Advisors
California
$405K – – –
AWM
1955
Accurate Wealth Management
Florida
$405K -$29.3K -108 -7%
KOC
1956
Koss-Olinger Consulting
Florida
$404K -$8.68K -33 -2%
HTHT
1957
Hemenway Trust Hemenway Trust
New Hampshire
$404K -$5.26K -20 -1%
JCM
1958
Jacobsen Capital Management
Utah
$404K +$7.11K +27 +2%
PA
1959
PFG Advisors
Arizona
$403K +$13.7K +52 +4%
PFA
1960
Pathway Financial Advisors
Vermont
$403K – – –
OWM
1961
OneAscent Wealth Management
Alabama
$403K -$51.1K -194 -11%
SIM
1962
SSI Investment Management
California
$402K -$1.32K -5 -0.3%
EAM
1963
Evanson Asset Management
California
$402K -$23.7K -90 -6%
CBFP
1964
Cedar Brook Financial Partners
Ohio
$401K +$401K +1,476 New
MSA
1965
Marino Stram & Associates
Massachusetts
$400K +$2.63K +10 +0.7%
LDB
1966
Lee, Danner & Bass
Tennessee
$399K – – –
WHAM
1967
Windmill Hill Asset Management
United Kingdom
$398K +$398K +1,512 New
LWM
1968
LJI Wealth Management
Indiana
$398K -$14.7K -56 -4%
CB
1969
CNB Bank
Pennsylvania
$398K -$12.9K -49 -3%
RIS
1970
Retirement Income Solutions
Michigan
$397K – – –
ACM
1971
Ategra Capital Management
Virginia
$395K -$99.2K -377 -20%
AAP
1972
Aristotle Atlantic Partners
Florida
$395K – – –
PCMC
1973
Private Capital Management (Colorado)
Colorado
$394K +$33.4K +127 +9%
AA
1974
Advisory Alpha
Michigan
$394K +$13.9K +53 +4%
RFS
1975
Richardson Financial Services
Massachusetts
$394K +$394K +1,497 New
77 78
79
80 81