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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
+$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 %
ZIG
176
Zurich Insurance Group
Switzerland
$125M -$2.2M -8,379 -2%
MSV
177
MN Services Vermogensbeheer
Netherlands
$125M -$3.71M -14,100 -3%
D.E. Shaw & Co
178
D.E. Shaw & Co
New York
$123M -$128M -485,405 -51%
O
179
Ossiam
France
$123M +$26.6M +101,189 +28%
Aviva
180
Aviva
United Kingdom
$120M +$8.94M +33,957 +8%
Treasurer of the State of North Carolina
181
Treasurer of the State of North Carolina
North Carolina
$117M +$2.73M +10,392 +2%
BPC
182
Banque Pictet & Cie
Switzerland
$114M +$1.56M +5,940 +1%
State of Tennessee, Department of Treasury
183
State of Tennessee, Department of Treasury
Tennessee
$112M +$3.26M +12,374 +3%
Federated Hermes
184
Federated Hermes
Pennsylvania
$110M +$1.72M +6,525 +2%
CS
185
Candriam SCA
Luxembourg
$110M +$7.09M +26,954 +7%
IG
186
ING Group
Netherlands
$109M +$41.3M +157,106 +61%
Handelsbanken Fonder
187
Handelsbanken Fonder
Sweden
$107M +$4.79M +18,215 +5%
Truist Financial
188
Truist Financial
North Carolina
$107M -$9.6M -36,499 -8%
IC
189
IEQ Capital
California
$106M +$983K +3,736 +0.9%
SO
190
STRS Ohio
Ohio
$106M -$2.84M -10,787 -3%
Bank Julius Baer & Co
191
Bank Julius Baer & Co
Switzerland
$106M +$3.78M +14,383 +4%
HighTower Advisors
192
HighTower Advisors
Illinois
$105M +$16M +60,726 +18%
Point72 Asset Management
193
Point72 Asset Management
Connecticut
$105M -$55.4M -210,722 -35%
Marshall Wace
194
Marshall Wace
United Kingdom
$105M +$11.3M +42,991 +12%
Royal London Asset Management
195
Royal London Asset Management
United Kingdom
$104M +$2.45M +9,294 +2%
XL
196
XN LP
New York
$104M – – –
DPAM
197
Degroof Petercam Asset Management
Belgium
$104M +$104M +393,540 New
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$103M +$1.95M +7,418 +2%
TC
199
Tairen Capital
Hong Kong
$97.8M +$97.8M +371,494 New
MC
200
Maverick Capital
Texas
$97.4M +$19.8M +75,329 +26%
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