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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 %
CW
326
Connectus Wealth
Ohio
$31.5M -$459K -2,264 -1%
PFP
327
Pinnacle Financial Partners
Tennessee
$31.2M -$940K -4,638 -3%
BCM
328
Becker Capital Management
Oregon
$30.9M -$476K -2,346 -2%
CII
329
Capital International Inc
California
$30.8M +$2.82M +13,910 +10%
NYLIM
330
New York Life Investment Management
New York
$30.8M -$469K -2,313 -2%
RG
331
Renaissance Group
Kentucky
$29.7M -$577K -2,846 -2%
DS
332
DRW Securities
Illinois
$29.5M +$27.9M +137,444 +1,693%
IFLIT
333
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$29.5M – – –
BBVA
334
Banco Bilbao Vizcaya Argentaria
Spain
$29.1M +$3.84M +18,901 +15%
MIS
335
Morningstar Investment Services
Illinois
$29M +$115K +566 +0.4%
VIM
336
Vancity Investment Management
British Columbia, Canada
$28.9M – – –
BMSSC
337
B. Metzler seel. Sohn & Co
Germany
$28.1M +$4.08M +20,100 +17%
AAM
338
Aureus Asset Management
Massachusetts
$28.1M -$6.95M -34,264 -20%
YCM
339
Yousif Capital Management
Michigan
$27.8M -$990K -4,884 -3%
RFC
340
Regions Financial Corp
Alabama
$27.8M +$457K +2,255 +2%
MOACM
341
Mutual of America Capital Management
New York
$27.6M -$918K -4,527 -3%
ADEF
342
Adams Diversified Equity Fund
Maryland
$27.5M +$27.5M +135,700 New
UM
343
UniSuper Management
Australia
$27M +$3.76M +18,566 +16%
MCM
344
Moore Capital Management
New York
$26.9M -$25.8M -127,387 -49%
AWM
345
AE Wealth Management
Kansas
$26.9M +$6.76M +33,326 +34%
Two Sigma Advisers
346
Two Sigma Advisers
New York
$26.9M -$20.9M -102,831 -44%
FSA
347
Franklin Street Advisors
North Carolina
$26.6M +$454K +2,240 +2%
M&T Bank
348
M&T Bank
New York
$26.2M -$281K -1,386 -1%
Cambridge Investment Research Advisors
349
Cambridge Investment Research Advisors
Iowa
$26.1M +$216K +1,066 +0.8%
GAM
350
Guinness Asset Management
United Kingdom
$25.4M +$1.42M +7,018 +6%
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