Salesforce
CRM
2,593 hedge funds and large institutions have $210B invested in Salesforce in 2023 Q4 according to their latest regulatory filings, with 439 funds opening new positions, 987 increasing their positions, 908 reducing their positions, and 98 closing their positions.
348% more first-time investments, than exits
New positions opened: 439 | Existing positions closed: 98
58% more funds holding in top 10
Funds holding in top 10: 92 → 145 (+53)
35% more capital invested
Capital invested by funds: $155B → $210B (+$54.9B)
13% more funds holding
Funds holding: 2,286 → 2,593 (+307)
4.35% more ownership
Funds ownership: 78.61% → 82.96% (+4.3%)
9% more repeat investments, than reductions
Existing positions increased: 987 | Existing positions reduced: 908
26% less call options, than puts
Call options by funds: $5.08B | Put options by funds: $6.9B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.13B |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$1.34B |
| 3 |
Cerity Partners
New York
|
+$730M |
| 4 |
Coatue Management
New York
|
+$485M |
| 5 |
State Street
Boston,
Massachusetts
|
+$422M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$452M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$416M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$403M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$387M |
| 5 |
JP Morgan Chase
New York
|
-$322M |
CRM Hedge Fund Activity: Q4 2023 in Review
2,593 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q4 2023, worth a combined $210B — up 35% from $155B a quarter earlier.
Buyers outnumbered sellers: 439 funds opened new CRM positions and 98 closed out — a net gain of 341 holders — while 987 added to existing stakes and 908 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.13B. The largest seller was Nuveen, cutting an estimated $452M.
- 2,593 institutional investors held Salesforce (CRM) as of Q4 2023, up from 2,286 in Q3 2023.
- Funds reported $210B of Salesforce stock for Q4 2023, up 35% quarter-over-quarter.
- 439 funds opened new Salesforce positions in Q4 2023 and 98 closed out, a net change of +341 holders.
- The largest Salesforce buyer in Q4 2023 was Morgan Stanley, an estimated $5.13B added.
- The largest Salesforce seller in Q4 2023 was Nuveen, an estimated $452M sold.
Based on aggregated 13F filings for Q4 2023.