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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 %
PNC Financial Services Group
301
PNC Financial Services Group
Pennsylvania
$36.8M +$738K +3,638 +2%
LF
302
Lannebo Fonder
Sweden
$36.4M +$2.26M +10,900 +7%
IC
303
Immersion Capital
United Kingdom
$36.4M -$27.6M -135,906 -43%
FCI
304
Financial Counselors Inc
Kansas
$36.3M +$716K +3,532 +2%
OWP
305
Obermeyer Wealth Partners
Colorado
$36.1M -$469K -2,314 -1%
HNB
306
Huntington National Bank
Ohio
$35.3M -$241K -1,187 -0.7%
CGPCS
307
Capital Group Private Client Services
California
$35.1M +$8.06M +39,752 +30%
TP
308
TenCore Partners
New York
$34.6M -$6.43M -31,691 -16%
CNB
309
Czech National Bank
Czech Republic
$34.5M +$11M +54,339 +47%
ASC
310
Atalanta Sosnoff Capital
New York
$34.2M -$728K -3,591 -2%
LPP
311
Long Path Partners
Connecticut
$34.2M -$343K -1,692 -1%
VMPIC
312
Varma Mutual Pension Insurance Co
Finland
$34.1M -$7.5M -37,000 -18%
CIBC World Market
313
CIBC World Market
Ontario, Canada
$33.9M -$461K -2,271 -1%
NIMI
314
Natixis Investment Managers International
France
$33.7M +$272K +1,340 +0.8%
Brown Advisory
315
Brown Advisory
Maryland
$33.7M -$493K -2,429 -1%
HIMC
316
Heritage Investors Management Corp
Maryland
$33.7M -$107K -530 -0.3%
NSLI
317
Nan Shan Life Insurance
Taiwan
$33.3M -$29.2M -143,813 -47%
URS
318
Utah Retirement Systems
Utah
$33.1M +$142K +700 +0.4%
WA
319
WestEnd Advisors
North Carolina
$33M -$3.84M -18,946 -10%
HCM
320
Hollencrest Capital Management
California
$32.7M -$18.3K -90 -0.1%
UIM
321
USS Investment Management
United Kingdom
$32.6M +$4.06K +20 +0%
FAF
322
Fjarde Ap-fonden
Sweden
$32.5M -$2.03M -10,000 -6%
Daiwa Securities Group
323
Daiwa Securities Group
Japan
$32.5M +$1.3M +6,433 +4%
HFS
324
Hantz Financial Services
Michigan
$32.4M -$751K -3,706 -2%
VLKIM
325
Van Lanschot Kempen Investment Management
Netherlands
$32.4M +$373K +1,838 +1%
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