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 %
AAM
251
AMI Asset Management
California
$48.4M +$131K +644 +0.3%
DnB Asset Management
252
DnB Asset Management
Norway
$48.3M -$218M -1,077,412 -82%
CAG
253
Crestwood Advisors Group
Massachusetts
$48M +$13.6M +66,940 +39%
Luther King Capital Management (LKCM)
254
Luther King Capital Management (LKCM)
Texas
$48M +$2.97M +14,669 +7%
OIAM
255
OFI Invest Asset Management
France
$48M +$13.1M +68,443 +38%
CIBC Asset Management
256
CIBC Asset Management
Ontario, Canada
$47.7M -$2.56M -12,604 -5%
BC
257
Bartlett & Co
Ohio
$47.5M +$342K +1,689 +0.7%
BCWM
258
Bartlett & Co Wealth Management
Ohio
$47.5M +$342K +1,689 +0.7%
Comerica Bank
259
Comerica Bank
Texas
$46.9M +$46.5M +229,451 +12,854%
GS
260
GTS Securities
New York
$46.4M +$20.2M +99,576 +77%
FRAF
261
Första AP-fonden
Sweden
$45.1M -$466K -2,300 -1%
PI
262
PineBridge Investments
New York
$44.9M -$16M -79,057 -26%
Renaissance Technologies
263
Renaissance Technologies
New York
$44.7M -$121M -597,345 -73%
MFWM
264
Motley Fool Wealth Management
Virginia
$44.7M -$1M -4,931 -2%
MAM
265
Magellan Asset Management
Australia
$44.7M -$1.08M -5,316 -2%
Retirement Systems of Alabama
266
Retirement Systems of Alabama
Alabama
$44.7M -$19.7M -97,277 -31%
PTC
267
Petrus Trust Company
Texas
$43.5M +$5.07M +25,000 +13%
LA
268
LBP AM
France
$43.4M -$1.62M -8,005 -4%
N
269
Natixis
France
$43.2M +$35.7M +175,838 +475%
KWILP
270
Kiwi Wealth Investments Limited Partnership
New Zealand
$42.7M +$32.3M +159,098 +308%
Bank of Nova Scotia
271
Bank of Nova Scotia
Ontario, Canada
$42.7M +$23.5M +116,017 +123%
AIM
272
Allen Investment Management
New York
$42.1M +$41.5M +204,681 +6,477%
CC
273
Chicago Capital
Illinois
$42.1M -$276K -1,359 -0.7%
Janney Montgomery Scott
274
Janney Montgomery Scott
Pennsylvania
$42M -$45K -222 -0.1%
WCM
275
Windward Capital Management
California
$41.8M -$763K -3,764 -2%
9 10
11
12 13