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Salesforce
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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 %
FFG
2176
Frisch Financial Group
New York
$267K – – –
IGWM
2177
ICA Group Wealth Management
Colorado
$267K +$267K +1,013 New
AR
2178
Apeiron RIA
Texas
$265K +$265K +1,008 New
SAMT
2179
Select Asset Management & Trust
Pennsylvania
$265K – – –
PP
2180
Pegasus Partners
Wisconsin
$265K -$14.7K -56 -5%
AT
2181
American Trust
Kentucky
$265K +$265K +1,007 New
TFA
2182
Trinity Financial Advisors
Ohio
$264K – – –
SWM
2183
Silverlake Wealth Management
Vermont
$263K -$400K -1,519 -60%
CA
2184
CV Advisors
Florida
$263K – – –
TIM
2185
Thompson Investment Management
Wisconsin
$263K – – –
EFA
2186
Evernest Financial Advisors
Indiana
$263K +$263K +1,000 New
SFP
2187
Sweet Financial Partners
Minnesota
$262K +$262K +997 New
CA
2188
Carson Advisory
Georgia
$261K -$29.2K -111 -10%
FCM
2189
Fourpath Capital Management
Oklahoma
$261K -$27.4K -104 -10%
OWA
2190
Opal Wealth Advisors
New York
$260K -$20K -76 -7%
Kayne Anderson Rudnick Investment Management
2191
Kayne Anderson Rudnick Investment Management
California
$259K +$72.4K +275 +39%
BHPW
2192
Beverly Hills Private Wealth
California
$259K -$35.3K -134 -12%
WFA
2193
Wellspring Financial Advisors
Ohio
$259K +$259K +984 New
CAAS
2194
Capital Asset Advisory Services
Michigan
$259K -$29.2K -111 -10%
EP
2195
EPIQ Partners
Minnesota
$258K -$29.5K -112 -10%
MFWP
2196
Mosaic Family Wealth Partners
Missouri
$257K +$257K +977 New
OHWA
2197
Oak Hill Wealth Advisors
Virginia
$256K +$256K +972 New
PNAA
2198
Pictet North America Advisors
Switzerland
$256K +$256K +972 New
AM
2199
Account Management
Massachusetts
$255K +$255K +970 New
SAF
2200
Smith Anglin Financial
Texas
$255K +$255K +969 New
86 87
88
89 90