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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 %
WA
2051
Wealth Architects
California
$340K +$58.4K +222 +21%
IA
2052
Insight Advisors
Pennsylvania
$340K -$2.9K -11 -0.8%
FAM
2053
Formidable Asset Management
Ohio
$340K +$13.2K +50 +4%
KWM
2054
Kolinsky Wealth Management
New Jersey
$339K -$3.42K -13 -1%
PIA
2055
Pinion Investment Advisors
Kansas
$338K +$338K +1,286 New
PE
2056
Point72 Europe
United Kingdom
$338K +$338K +1,284 New
RCM
2057
Raleigh Capital Management
North Carolina
$337K +$36.6K +139 +12%
FFL
2058
Future Fund LLC
Illinois
$336K -$98.7K -375 -23%
DA
2059
DSC Advisors
Illinois
$336K +$9.21K +35 +3%
MBT
2060
Montecito Bank & Trust
California
$335K +$13.2K +50 +4%
GI
2061
GLOBALT Investments
Georgia
$334K +$334K +1,271 New
SCM
2062
Sitrin Capital Management
California
$333K – – –
DBRC
2063
D.B. Root & Company
Pennsylvania
$332K -$177K -672 -35%
BMC
2064
Beaton Management Company
Massachusetts
$332K – – –
FFA
2065
Fortune Financial Advisors
Kansas
$332K – – –
CFO
2066
Collective Family Office
Pennsylvania
$332K +$1.84K +7 +0.6%
HB
2067
HTLF Bank
Colorado
$331K +$331K +1,258 New
CPC
2068
Cookson Peirce & Co
Pennsylvania
$331K -$49.2K -187 -13%
AFM
2069
Armstrong Fleming & Moore
District of Columbia
$329K – – –
VCG
2070
Vantage Consulting Group
Virginia
$327K -$57.1K -217 -15%
SAI
2071
Savvy Advisors Inc
New York
$327K +$327K +1,242 New
JCFM
2072
JBR Co Financial Management
Oklahoma
$326K +$326K +1,237 New
SWA
2073
Strata Wealth Advisors
Texas
$325K -$526 -2 -0.2%
SCM
2074
Schnieders Capital Management
California
$325K +$325K +1,235 New
ITIM
2075
Indiana Trust & Investment Management
Indiana
$323K -$47.4K -180 -13%
81 82
83
84 85