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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 %
TF
2276
Trek Financial
Arizona
$225K +$225K +854 New
TWP
2277
Tower Wealth Partners
Pennsylvania
$224K +$224K +853 New
EHC
2278
Everett Harris & Co
California
$224K +$224K +852 New
OBWG
2279
Onyx Bridge Wealth Group
New York
$223K +$223K +849 New
CWG
2280
Crown Wealth Group
North Carolina
$223K +$223K +849 New
QFA
2281
Quantum Financial Advisors
California
$223K +$223K +846 New
LCM
2282
LRT Capital Management
Texas
$222K +$222K +844 New
AC
2283
ASB Consultores
Florida
$222K +$222K +844 New
UOTTAIMCU
2284
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$222K +$57.9K +220 +35%
GC
2285
Grimes & Company
Massachusetts
$221K +$221K +839 New
AWA
2286
Archvest Wealth Advisors
California
$220K +$220K +836 New
MWM
2287
Mosley Wealth Management
California
$219K +$219K +834 New
P8IP
2288
Pier 88 Investment Partners
California
$218K -$124K -470 -36%
MAWA
2289
Moss Adams Wealth Advisors
Washington
$218K +$218K +829 New
SPWG
2290
Sage Private Wealth Group
Illinois
$218K -$49.2K -187 -18%
EFG
2291
Ethos Financial Group
Pennsylvania
$218K +$218K +827 New
C
2292
Covestor
United Kingdom
$216K +$108K +409 +100%
GA
2293
GFS Advisors
Texas
$216K +$216K +820 New
HFP
2294
Holistic Financial Partners
Indiana
$216K +$216K +819 New
VCM
2295
Vivaldi Capital Management
Illinois
$215K +$215K +765 New
4WM
2296
49 Wealth Management
Texas
$214K +$214K +815 New
WIA
2297
World Investment Advisors
California
$214K +$214K +815 New
WDC
2298
Woodward Diversified Capital
California
$214K +$214K +815 New
MPCL
2299
My Personal CFO LLC
Washington
$214K -$67.4K -256 -24%
MAM
2300
Milestone Asset Management
Pennsylvania
$214K +$214K +814 New
90 91
92
93 94