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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 %
Pacer Advisors
376
Pacer Advisors
Pennsylvania
$22.3M -$2.39M -11,802 -10%
NAM
377
Nissay Asset Management
Japan
$21.9M +$216K +1,064 +1%
CC
378
Crosslink Capital
California
$21.9M -$15.1M -74,410 -41%
GT
379
Greenleaf Trust
Michigan
$21.6M -$68.9K -340 -0.3%
SPIA
380
Steward Partners Investment Advisory
New York
$21.2M +$741K +3,654 +4%
FMI
381
Factory Mutual Insurance
Massachusetts
$21.1M – – –
GAM
382
Gotham Asset Management
New York
$21.1M +$7.97M +39,294 +60%
TH
383
TCTC Holdings
Texas
$20.7M +$120K +592 +0.6%
SFA
384
Sequoia Financial Advisors
Ohio
$20.6M +$1.97M +9,714 +11%
MSR
385
Main Street Research
Connecticut
$20.4M +$20.4M +100,538 New
BCI
386
Brinker Capital Investments
Pennsylvania
$20.4M -$622K -3,068 -3%
OPS
387
Orion Portfolio Solutions
Nebraska
$20.4M -$622K -3,068 -3%
NP
388
NS Partners
United Kingdom
$20.4M -$203K -999 -1%
CA
389
Cetera Advisors
Colorado
$20.4M +$673K +3,319 +3%
TNB
390
Thomasville National Bank
Georgia
$20.3M -$606K -2,987 -3%
MGI
391
MayTech Global Investments
New York
$20.2M -$3.07M -15,140 -13%
WT
392
Whittier Trust
California
$20.1M +$317K +1,564 +2%
DIA
393
Davidson Investment Advisors
Montana
$20.1M +$277K +1,365 +1%
CGH
394
Crossmark Global Holdings
Texas
$20M +$328K +1,584 +2%
KAS
395
Kestra Advisory Services
Texas
$20M +$925K +4,564 +5%
TMAM
396
Tokio Marine Asset Management
Japan
$20M -$575K -2,837 -3%
WB
397
WesBanco Bank
West Virginia
$19.8M +$451K +2,225 +2%
MML Investors Services
398
MML Investors Services
Massachusetts
$19.6M +$1.56M +7,678 +9%
AI
399
Atria Investments
North Carolina
$19.5M +$43.8K +216 +0.2%
GIBU
400
Gulf International Bank (UK)
United Kingdom
$19.2M -$2.15M -10,606 -10%
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