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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 %
AA
2251
Aire Advisors
California
$234K +$234K +886 New
TWP
2252
Tempus Wealth Planning
California
$233K +$233K +887 New
HG
2253
Harbor Group
New Hampshire
$233K -$48.7K -185 -17%
BHBT
2254
Burke & Herbert Bank & Trust
Virginia
$233K +$233K +886 New
WE
2255
Wealth Effects
Massachusetts
$233K +$233K +885 New
MPW
2256
MGO Private Wealth
California
$232K +$232K +883 New
PMSA
2257
Patrick M. Sweeney & Associates
Illinois
$232K +$232K +881 New
OPPS
2258
Obsidian Personal Planning Solutions
Maryland
$232K +$232K +880 New
CAM
2259
Claret Asset Management
Quebec, Canada
$231K +$231K +877 New
FFA
2260
Florida Financial Advisors
Florida
$231K +$231K +886 New
TFM
2261
TFC Financial Management
Massachusetts
$230K -$263 -1 -0.1%
CIA
2262
Cladis Investment Advisory
Montana
$230K +$230K +875 New
LWM
2263
LongView Wealth Management
Georgia
$230K +$230K +881 New
LWM
2264
Liberty Wealth Management
California
$230K +$230K +873 New
KSWWM
2265
Keyes Stange & Wooten Wealth Management
Florida
$230K +$230K +874 New
GSIS
2266
Global Strategic Investment Solutions
Arizona
$227K +$227K +864 New
LAS
2267
LWM Advisory Services
Florida
$227K +$227K +864 New
HI
2268
Humankind Investments
New York
$227K +$227K +863 New
CBA
2269
Coastal Bridge Advisors
Connecticut
$227K -$62.1K -236 -22%
MAM
2270
McLean Asset Management
Virginia
$227K +$227K +902 New
BCG
2271
Breakwater Capital Group
New Jersey
$226K +$226K +805 New
FWM
2272
Focused Wealth Management
New York
$226K – – –
CFS
2273
CRA Financial Services
New Jersey
$226K +$226K +857 New
AGC
2274
Aspen Grove Capital
Colorado
$226K +$226K +904 New
BWG
2275
Balanced Wealth Group
Ohio
$225K +$225K +856 New
89 90
91
92 93