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Salesforce
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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 %
CH
1976
Canton Hathaway
Rhode Island
$392K – – –
SW
1977
Simplicity Wealth
New Jersey
$390K +$390K +1,481 New
MSFS
1978
Main Street Financial Solutions
Pennsylvania
$389K +$7.11K +27 +2%
NPA
1979
Nichols & Pratt Advisers
Massachusetts
$389K – – –
SGI
1980
Summit Global Investments
Utah
$389K -$22.3M -84,677 -98%
CCA
1981
Cobblestone Capital Advisors
New York
$387K +$15.3K +58 +4%
GD
1982
Grandfield & Dodd
New York
$385K – – –
PAG
1983
Paladin Advisory Group
Iowa
$385K -$2.63K -10 -0.7%
TWM
1984
Tradition Wealth Management
Minnesota
$384K -$526 -2 -0.1%
WFI
1985
West Family Investments
California
$384K – – –
WPC
1986
Waters Parkerson & Co
Louisiana
$383K – – –
WA
1987
Waddell & Associates
Tennessee
$382K -$2.63K -10 -0.7%
HCM
1988
Hodges Capital Management
Texas
$382K +$119K +452 +45%
CCM
1989
Carlson Capital Management
Minnesota
$381K -$10K -38 -3%
FRA
1990
Frank Rimerman Advisors
California
$380K – – –
DIM
1991
DC Investments Management
Virginia
$379K – – –
JWS
1992
Juncture Wealth Strategies
Arizona
$379K -$746K -2,835 -66%
ACA
1993
Aspire Capital Advisors
Washington
$377K +$2.63K +10 +0.7%
PWS
1994
Precision Wealth Strategies
Missouri
$376K -$4.21K -16 -1%
AT
1995
Arvest Trust
Oklahoma
$375K +$27.9K +106 +8%
LPAM
1996
Lodestar Private Asset Management
California
$374K – – –
CFO
1997
CVA Family Office
Colorado
$373K – – –
TWA
1998
TCI Wealth Advisors
Arizona
$373K -$6.32K -24 -2%
MWS
1999
Maxwell Wealth Strategies
California
$372K +$372K +1,412 New
BFG
2000
Beacon Financial Group
Texas
$371K +$371K +1,411 New
78 79
80
81 82