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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 %
NIM
2151
Northeast Investment Management
Massachusetts
$280K – – –
LA
2152
LexAurum Advisors
Kansas
$279K -$22.4K -85 -7%
WHCI
2153
W.H. Cornerstone Investments
Massachusetts
$278K +$278K +1,056 New
TBWA
2154
Three Bridge Wealth Advisors
California
$278K – – –
KFG
2155
Kingdom Financial Group
Arizona
$277K +$277K +1,053 New
FF
2156
Farrell Financial
New York
$277K +$277K +1,363 New
PGWM
2157
Parisi Gray Wealth Management
New Jersey
$277K -$9.74K -37 -3%
HSA
2158
Hussman Strategic Advisors
Maryland
$276K -$829K -3,150 -75%
CCWM
2159
Correct Capital Wealth Management
Missouri
$276K +$276K +1,048 New
GAMC
2160
Garner Asset Management Corp
Texas
$275K +$275K +944 New
MCM
2161
MV Capital Management
Maryland
$275K +$10.3K +39 +4%
WRM
2162
Weybosset Research & Management
Rhode Island
$275K +$13.2K +50 +5%
NRI
2163
NFP Retirement Inc
California
$273K -$11.3K -43 -4%
RWA
2164
Redhawk Wealth Advisors
Minnesota
$272K +$272K +1,034 New
DL
2165
DOHJ LLC
Washington
$272K – – –
MWA
2166
Muirfield Wealth Advisors
North Carolina
$272K +$272K +1,032 New
FFA
2167
Founders Financial Alliance
North Carolina
$271K -$20.5K -78 -7%
PWP
2168
Phillips Wealth Planners
Mississippi
$271K -$22.2K -81 -8%
JSC
2169
Jackson Square Capital
California
$271K +$271K +1,030 New
VC
2170
Veracity Capital
Georgia
$270K -$7.89K -30 -3%
SWM
2171
SFG Wealth Management
Maryland
$270K – – –
GAG
2172
Goodman Advisory Group
Massachusetts
$269K -$884K -3,360 -77%
BWM
2173
BlackDiamond Wealth Management
New York
$268K +$268K +930 New
CSIC
2174
Clifford Swan Investment Counsel
California
$268K – – –
UCB
2175
United Community Bank
South Carolina
$267K +$43.4K +165 +19%
85 86
87
88 89