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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 %
FBA
426
Front Barnett Associates
Illinois
$17.8M -$507K -2,500 -3%
Optiver Holding
427
Optiver Holding
Netherlands
$17.6M +$17.6M +86,815 New
SGI
428
Summit Global Investments
Utah
$17.5M +$17.2M +84,723 +5,916%
IG
429
Ithaka Group
Virginia
$17.4M -$777K -3,830 -4%
GL
430
Governors Lane
New York
$17.3M -$1.54M -7,600 -8%
TIAA Trust, National Association
431
TIAA Trust, National Association
North Carolina
$17.3M +$17.3M +85,381 New
NAM
432
NorthCrest Asset Manangement
Minnesota
$17.3M -$98.6K -486 -0.6%
IMPI
433
Ilmarinen Mutual Pension Insurance
Finland
$17.2M – – –
IHG
434
Insight Holdings Group
New York
$17.2M +$406K +2,000 +2%
PAI
435
Pittenger & Anderson Inc
Nebraska
$17.1M +$49.7K +245 +0.3%
MIA
436
MMBG Investment Advisors
Florida
$16.9M -$30.4K -150 -0.2%
CTI
437
Community Trust & Investment
Kentucky
$16.8M +$1.86M +9,149 +12%
CIS
438
Capital International Sarl
California
$16.8M +$837K +4,128 +5%
BCAM
439
Boston Common Asset Management
Massachusetts
$16.8M +$11.2K +55 +0.1%
EMPI
440
Elo Mutual Pension Insurance
Finland
$16.5M -$134K -660 -0.8%
NW
441
NewEdge Wealth
Pennsylvania
$16.3M -$1.66M -8,166 -9%
CI
442
Capital International
California
$16.2M -$135K -665 -0.8%
KRS
443
Kentucky Retirement Systems
Kentucky
$16.2M +$216K +1,064 +1%
CAM
444
ClariVest Asset Management
California
$16.2M -$1.11M -5,483 -6%
PCIA
445
Prime Capital Investment Advisors
Kansas
$16M -$201K -989 -1%
CA
446
Commerzbank Aktiengesellschaft
Germany
$15.8M +$828K +4,082 +6%
ONB
447
Old National Bancorp
Indiana
$15.6M +$269K +1,329 +2%
QCM
448
QRG Capital Management
Illinois
$15.5M +$15.5M +76,531 New
PCMC
449
Paragon Capital Management (Colorado)
Colorado
$15.4M – – –
CIA
450
CCM Investment Advisers
South Carolina
$15.3M -$213K -1,052 -1%
16 17
18
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