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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
37.77%
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 %
TAF
201
Tredje AP-fonden
Sweden
$95.2M +$5.73M +21,760 +6%
SEP
202
Soma Equity Partners
California
$94.7M -$10.6M -40,188 -10%
CCM
203
Candlestick Capital Management
Connecticut
$94.7M +$94.7M +359,741 New
FGAM
204
Financial Gravity Asset Management
Texas
$93.5M +$6.49M +8,004 +7%
Skandinaviska Enskilda Banken (SEB)
205
Skandinaviska Enskilda Banken (SEB)
Sweden
$90M +$1.36M +5,183 +2%
NCM
206
Nellore Capital Management
California
$89.1M -$32.2M -122,500 -27%
RP
207
Riverbridge Partners
Minnesota
$88.9M -$2.43M -9,242 -3%
Rafferty Asset Management
208
Rafferty Asset Management
New York
$88.1M +$13.1M +49,778 +17%
KCM
209
Kodai Capital Management
Illinois
$87.6M +$87.6M +333,082 New
MRG
210
Milestone Resources Group
British Virgin Islands
$85.4M – – –
ACM
211
Alua Capital Management
New York
$84.7M – – –
Cerity Partners
212
Cerity Partners
New York
$84.6M +$78.4M +3,226,512 +1,255%
ProShare Advisors
213
ProShare Advisors
Maryland
$83.7M -$2.25M -8,562 -3%
Osaic Holdings
214
Osaic Holdings
Arizona
$83M -$21.1M -80,063 -20%
Renaissance Technologies
215
Renaissance Technologies
New York
$81.4M +$23.4M +89,045 +40%
Primecap Management
216
Primecap Management
California
$81.3M – – –
ERSOT
217
Employees Retirement System of Texas
Texas
$80.3M – – –
MVIP
218
Mar Vista Investment Partners
California
$79.3M +$12.3M +46,835 +18%
WHG
219
Westwood Holdings Group
Texas
$79.2M +$79.2M +300,961 New
Squarepoint
220
Squarepoint
New York
$78.3M -$45.9M -174,384 -37%
Commonwealth Equity Services
221
Commonwealth Equity Services
Massachusetts
$77.5M +$5.72M +21,741 +8%
MCM
222
Moore Capital Management
New York
$77.4M +$42.4M +161,174 +121%
HCM
223
HMI Capital Management
California
$77.2M +$77.2M +293,200 New
KPM
224
Kinetic Partners Management
Florida
$76.8M -$26.3K -100 -0%
AIG
225
American International Group
New York
$76.8M +$2.44M +9,271 +3%
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