CRM icon

Salesforce
CRM

Overview Fund Activity

2,272 hedge funds and large institutions have $155B invested in Salesforce in 2023 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 939 increasing their positions, 877 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,272
Holders Change
-8
Holders Change %
-0.35%
% of All Funds
36.22%
Holding in Top 10
91
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.15%
% of All Funds
1.45%
New
153
Increased
939
Reduced
877
Closed
130
Calls
$3.29B
Puts
$4.92B
Net Calls
-$1.63B
Net Calls Change
-$241M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$241M
2
LPC
Lone Pine Capital
Connecticut
+$163M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$161M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$156M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$146M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$377M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$366M
3
State Street
State Street
Massachusetts
-$301M
4
Invesco
Invesco
Georgia
-$272M
5
DnB Asset Management
DnB Asset Management
Norway
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCA
226
Locust Wood Capital Advisers
New York
$57.6M +$1.29M +6,357 +2%
CG
227
Carmignac Gestion
France
$57.4M +$5.96M +29,387 +12%
AIG
228
American International Group
New York
$57.3M -$1.39M -6,871 -2%
ATN
229
AMF Tjänstepension
Sweden
$57.2M -$15M -74,022 -21%
TC
230
TwinBeech Capital
New York
$56.8M +$56.8M +280,229 New
CLOS
231
Compagnie Lombard Odier SCmA
Switzerland
$56M -$2.75M -13,542 -5%
ASRS
232
Arizona State Retirement System
Arizona
$55.9M -$2.06M -10,153 -4%
WorldQuant Millennium Advisors
233
WorldQuant Millennium Advisors
New York
$55.7M +$19.2M +94,846 +53%
Commonwealth Equity Services
234
Commonwealth Equity Services
Massachusetts
$55.3M +$1.31M +6,470 +2%
MIM
235
MetLife Investment Management
New Jersey
$54.8M -$1.52M -7,479 -3%
SOMRS
236
State of Michigan Retirement System
Michigan
$54.2M -$446K -2,200 -0.8%
Mackenzie Financial
237
Mackenzie Financial
Ontario, Canada
$53.3M -$937K -4,688 -2%
JWBC
238
John W. Bristol & Co
New York
$53.1M -$424K -2,089 -0.8%
Creative Planning
239
Creative Planning
Kansas
$52.6M +$11.6M +57,037 +28%
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$52.6M -$14.3M -70,413 -21%
IG
241
ING Group
Netherlands
$52.2M -$3.58M -17,650 -6%
Cerity Partners
242
Cerity Partners
New York
$52.1M -$8.9M -43,870 -15%
TRSOTSOK
243
Teachers Retirement System of the State of Kentucky
Kentucky
$51.8M +$698K +3,443 +1%
MVIP
244
Mar Vista Investment Partners
California
$51.6M -$3.06M -15,074 -6%
AB
245
Amalgamated Bank
New York
$50.9M -$1.08M -5,304 -2%
NC
246
Nicholas Company
Wisconsin
$50.8M – – –
GIA
247
Gateway Investment Advisers
Ohio
$50.7M +$7.7M +37,986 +18%
DKCM
248
Davidson Kempner Capital Management
New York
$50.6M +$16M +78,675 +46%
CSS
249
Cubist Systematic Strategies
Connecticut
$50.5M +$30.9M +152,572 +158%
Vontobel Holding
250
Vontobel Holding
Switzerland
$49.7M +$12.3M +60,851 +33%
8 9
10
11 12