Salesforce
CRM
2,595 hedge funds and large institutions have $205B invested in Salesforce in 2023 Q4 according to their latest regulatory filings, with 441 funds opening new positions, 988 increasing their positions, 907 reducing their positions, and 99 closing their positions.
345% more first-time investments, than exits
New positions opened: 441 | Existing positions closed: 99
58% more funds holding in top 10
Funds holding in top 10: 92 → 145 (+53)
32% more capital invested
Capital invested by funds: $155B → $205B (+$50.1B)
13% more funds holding
Funds holding: 2,287 → 2,595 (+308)
2.45% more ownership
Funds ownership: 78.59% → 81.05% (+2.5%)
9% more repeat investments, than reductions
Existing positions increased: 988 | Existing positions reduced: 907
26% less call options, than puts
Call options by funds: $5.08B | Put options by funds: $6.91B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$1.34B |
| 2 |
Cerity Partners
New York
|
+$730M |
| 3 |
Morgan Stanley
New York
|
+$561M |
| 4 |
Coatue Management
New York
|
+$485M |
| 5 |
State Street
Boston,
Massachusetts
|
+$422M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
-$452M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$416M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$403M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$387M |
| 5 |
JP Morgan Chase
New York
|
-$322M |
CRM Hedge Fund Activity: Q4 2023 in Review
2,595 of the 6,870 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q4 2023, worth a combined $205B — up 32% from $155B a quarter earlier.
Buyers outnumbered sellers: 441 funds opened new CRM positions and 99 closed out — a net gain of 342 holders — while 988 added to existing stakes and 907 trimmed.
The largest buyer was Capital International Investors, adding an estimated $1.34B. The largest seller was Nuveen, cutting an estimated $452M.
- 2,595 institutional investors held Salesforce (CRM) as of Q4 2023, up from 2,287 in Q3 2023.
- Funds reported $205B of Salesforce stock for Q4 2023, up 32% quarter-over-quarter.
- 441 funds opened new Salesforce positions in Q4 2023 and 99 closed out, a net change of +342 holders.
- The largest Salesforce buyer in Q4 2023 was Capital International Investors, an estimated $1.34B added.
- The largest Salesforce seller in Q4 2023 was Nuveen, an estimated $452M sold.
Based on aggregated 13F filings for Q4 2023.