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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 %
OPERF
451
Oregon Public Employees Retirement Fund
Oregon
$15.3M -$188K -927 -1%
TRCT
452
Tower Research Capital (TRC)
New York
$15.2M +$4.87M +24,028 +47%
CFM
453
Coronation Fund Managers
South Africa
$15.1M -$18.8M -92,782 -56%
MSRPS
454
Maryland State Retirement & Pension System
Maryland
$14.8M +$121K +596 +0.8%
CGIM
455
Capital Group Investment Management
Singapore
$14.8M -$3.83M -18,912 -21%
YC
456
Yarbrough Capital
Tennessee
$14.7M – – –
GCM
457
Graham Capital Management
Connecticut
$14.7M +$5.35M +26,374 +57%
EI
458
Ethic Inc
New York
$14.6M +$1.72M +8,480 +13%
WT
459
Washington Trust
Rhode Island
$14.6M +$980K +4,832 +7%
KWM
460
Kingsview Wealth Management
Oregon
$14.5M +$1.71M +8,426 +13%
Wealth Enhancement Advisory Services
461
Wealth Enhancement Advisory Services
Minnesota
$14.3M +$13.8M +68,283 +2,796%
MWM
462
Moran Wealth Management
Florida
$14.3M +$14.3M +70,457 New
BIM
463
Bridgecreek Investment Management
Oklahoma
$14.2M -$507K -2,500 -3%
MFAM
464
Motley Fool Asset Management
Virginia
$14.2M +$51.3K +253 +0.4%
SAM
465
Securian Asset Management
Minnesota
$14.2M -$2.02M -9,976 -12%
ACA
466
Anchor Capital Advisors
Massachusetts
$14.2M -$522K -2,574 -4%
ACIM
467
Azimuth Capital Investment Management
Michigan
$14.2M -$29K -143 -0.2%
TCM
468
Trybe Capital Management
Connecticut
$14M – – –
HIMCH
469
Hartford Investment Management Co (HIMCO)
Connecticut
$14M -$526K -2,596 -4%
BVDMP
470
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$13.9M – – –
DWP
471
Daymark Wealth Partners
Ohio
$13.8M +$8.86M +110,907 +180%
AssetMark Inc
472
AssetMark Inc
California
$13.8M +$4.13M +20,351 +43%
PA
473
Parallel Advisors
California
$13.6M +$363K +1,791 +3%
VPIM
474
Vanguard Personalized Indexing Management
California
$13.6M +$556K +2,742 +4%
PAG
475
Private Advisor Group
New Jersey
$13.6M +$115K +566 +0.9%
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