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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 %
HWA
2101
HCR Wealth Advisors
California
$310K +$310K +1,179 New
LF
2102
Lantz Financial
Illinois
$309K +$6.58K +25 +2%
FWCM
2103
Ferguson Wellman Capital Management
Oregon
$309K -$5K -19 -2%
FPAS
2104
Focus Partners Advisor Solutions
Missouri
$307K -$100K -381 -25%
RP
2105
Riverwater Partners
Wisconsin
$305K +$305K +1,160 New
MAWCM
2106
Mine & Arao Wealth Creation & Management
California
$305K +$100K +381 +49%
EW
2107
Element Wealth
Mississippi
$305K -$15K -57 -5%
GA
2108
GSG Advisors
New Jersey
$304K +$304K +1,206 New
CAGAS
2109
Capital Advisory Group Advisory Services
Minnesota
$303K -$4.47K -17 -1%
HWA
2110
Heritage Wealth Advisors
Virginia
$303K – – –
KA
2111
Kure Advisory
Minnesota
$302K -$11.6K -44 -4%
TCBWMS
2112
Texas Capital Bank Wealth Management Services
Texas
$301K +$23.7K +90 +9%
VF
2113
Vawter Financial
Ohio
$301K +$301K +1,143 New
OFG
2114
Oxford Financial Group
Indiana
$301K +$20K +76 +7%
WAM
2115
Werlinich Asset Management
Connecticut
$300K -$23.5K -88 -7%
PCA
2116
Peddock Capital Advisors
Massachusetts
$299K – – –
SFG
2117
SevenBridge Financial Group
Pennsylvania
$299K – – –
CWP
2118
Curated Wealth Partners
California
$298K +$2.9K +11 +1%
FMC
2119
First Merchants Corp
Indiana
$298K -$15.3K -58 -5%
IP
2120
Ignite Planners
California
$296K -$37.4K -146 -11%
FAM
2121
Forte Asset Management
New York
$296K – – –
HCM
2122
Highview Capital Management
Illinois
$296K +$5.26K +20 +2%
LFG
2123
Larson Financial Group
Missouri
$295K -$20K -76 -6%
CCMW
2124
Cypress Capital Management (Wyoming)
Wyoming
$295K – – –
EA
2125
Everpar Advisors
Oklahoma
$295K +$295K +1,120 New
83 84
85
86 87