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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 %
MAG
2226
MRA Advisory Group
New Jersey
$244K +$244K +926 New
FWM
2227
Forza Wealth Management
Florida
$243K +$243K +925 New
ACG
2228
Allen Capital Group
Nebraska
$243K +$243K +923 New
EP
2229
Eudaimonia Partners
Tennessee
$242K -$121K -458 -33%
PWMG
2230
Pioneer Wealth Management Group
Texas
$242K +$242K +919 New
SCM
2231
SOL Capital Management
Maryland
$241K +$241K +914 New
TCWA
2232
Turtle Creek Wealth Advisors
Texas
$241K +$241K +915 New
SAG
2233
Spotlight Asset Group
Illinois
$240K – – –
PCMC
2234
Planning Capital Management Corporation
Pennsylvania
$239K +$239K +909 New
LCWP
2235
Legacy Capital Wealth Partners
Arkansas
$239K +$239K +909 New
EWM
2236
Elevatus Welath Management
New York
$239K +$239K +907 New
CAC
2237
Core Alternative Capital
Georgia
$238K +$10.3K +39 +4%
AA
2238
Apriem Advisors
California
$238K +$238K +905 New
PWP
2239
Precedent Wealth Partners
Texas
$238K +$238K +904 New
WG
2240
Welch Group
Alabama
$238K +$238K +904 New
ACC
2241
Acorn Creek Capital
Colorado
$237K +$237K +902 New
SAM
2242
Shikiar Asset Management
New York
$237K -$574K -2,180 -71%
SICM
2243
Sustainable Insight Capital Management
New York
$237K -$184K -700 -44%
AWP
2244
Avid Wealth Partners
Texas
$236K +$236K +898 New
CWA
2245
Consilio Wealth Advisors
Washington
$236K +$236K +896 New
AI
2246
Accredited Investors
Minnesota
$235K +$235K +892 New
EPA
2247
Element Pointe Advisors
Florida
$234K +$234K +891 New
MBI
2248
May Barnhard Investments
Maryland
$234K +$234K +889 New
BWM
2249
Blossom Wealth Management
California
$234K +$234K +888 New
SNBOSD
2250
Security National Bank of So Dak
Iowa
$234K +$234K +888 New
88 89
90
91 92