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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 %
CCM
401
Chilton Capital Management
Texas
$19.2M -$821K -4,051 -4%
BSA
402
Braun Stacey Associates
New York
$19.2M -$232K -1,144 -1%
FC
403
FORA Capital
Florida
$19.2M +$15.6M +77,044 +442%
Credit Agricole
404
Credit Agricole
France
$19.1M +$3.52M +17,376 +23%
DIA
405
Dana Investment Advisors
Wisconsin
$19.1M +$2.22M +10,932 +13%
BAMF
406
BI Asset Management Fondsmaeglerselskab
Denmark
$18.9M -$6.44M -31,766 -25%
CWM
407
CIBC World Markets
New York
$18.9M -$4.35M -21,450 -19%
Wealthfront Advisers
408
Wealthfront Advisers
California
$18.8M +$181K +892 +1%
SSA
409
Schonfeld Strategic Advisors
New York
$18.8M +$5.51M +27,174 +41%
SI
410
Stephens Inc
Arkansas
$18.6M -$5.87M -28,954 -24%
TI
411
Tidal Investments
Wisconsin
$18.6M +$4.36M +21,483 +31%
BFO
412
Boston Family Office
Massachusetts
$18.5M +$1.61M +7,955 +10%
JAM
413
Jupiter Asset Management
United Kingdom
$18.5M – – –
RC
414
RDST Capital
Washington
$18.3M +$1.27M +6,280 +7%
HAM
415
Honeycomb Asset Management
New York
$18.3M -$3.04M -15,000 -14%
NC
416
NZS Capital
Colorado
$18.2M -$23M -113,469 -56%
PWLP
417
Prio Wealth Limited Partnership
Massachusetts
$18.2M -$3.74M -18,466 -17%
AHB
418
Abner Herrman & Brock
New Jersey
$18.1M +$133K +655 +0.7%
AIM
419
Achmea Investment Management
Netherlands
$18.1M +$2.64M +12,995 +17%
HPG
420
Harvest Portfolios Group
Ontario, Canada
$18.1M +$1.06M +5,249 +6%
UB
421
UMB Bank
Missouri
$18M +$4.83M +23,815 +37%
CT
422
Cambridge Trust
Massachusetts
$18M -$282K -1,390 -2%
BCIM
423
British Columbia Investment Management
British Columbia, Canada
$18M -$352K -1,737 -2%
MTWSIF
424
Mivtachim The Workers Social Insurance Fund
Israel
$17.9M +$4.32M +21,300 +32%
DILIC
425
Dai-ichi Life Insurance Company
Japan
$17.9M -$52.9K -261 -0.3%
15 16
17
18 19