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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 %
GC
2126
Gratus Capital
Georgia
$295K +$30K +114 +11%
CA
2127
Cornerstone Advisory
Maryland
$294K +$14.5K +55 +5%
WA
2128
Wealthstar Advisors
Texas
$294K +$294K +1,118 New
KFC
2129
Klingenstein Fields & Co
New York
$293K – – –
RI
2130
Ridgewood Investments
New Jersey
$292K -$50K -190 -15%
AIM
2131
Arcadia Investment Management
Michigan
$291K -$132K -500 -31%
PWAM
2132
Pinnacle West Asset Management
Wyoming
$291K +$21.1K +80 +8%
CSA
2133
Cottage Street Advisors
Massachusetts
$290K – – –
FAT
2134
First American Trust
California
$290K +$290K +1,101 New
BM
2135
Belfer Management
New York
$288K – – –
SIC
2136
Sigma Investment Counselors
Michigan
$288K -$34.2K -130 -11%
SCA
2137
Sandy Cove Advisors
Massachusetts
$287K +$287K +1,092 New
SFG
2138
Sovereign Financial Group
Connecticut
$287K -$46.3K -176 -14%
RWI
2139
Red Wave Investments
Pennsylvania
$285K +$285K +1,082 New
BEI
2140
Benjamin Edwards Inc
Missouri
$284K +$6.32K +24 +2%
CV
2141
Counterweight Ventures
North Carolina
$283K +$283K +1,076 New
BFS
2142
Burkett Financial Services
South Carolina
$283K +$283K +1,076 New
ZIC
2143
ZWJ Investment Counsel
Georgia
$283K +$5.26K +20 +2%
SC
2144
Summa Corp
Texas
$283K +$283K +1,074 New
DWA
2145
Delap Wealth Advisory
Oregon
$283K +$283K +1,074 New
TCPWM
2146
Traverso Chambers Private Wealth Management
California
$282K -$7.63K -29 -3%
FCG
2147
Fielder Capital Group
Tennessee
$281K +$281K +1,069 New
BSHC
2148
Breed's Hill Capital
Massachusetts
$281K +$281K +1,067 New
1WM
2149
1858 Wealth Management
Ohio
$280K +$280K +1,065 New
AM
2150
AGF Management
Ontario, Canada
$280K +$280K +1,065 New
84 85
86
87 88