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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 %
CFB
476
Cullen/Frost Bankers
Texas
$13.5M -$117K -576 -0.9%
PFO
477
Pathstone Family Office
New Jersey
$13.4M +$4.44M +21,952 +50%
DCM
478
Dupont Capital Management
Delaware
$13.4M +$6.28M +30,950 +89%
PR
479
Payden & Rygel
California
$13.3M +$6.04M +29,800 +83%
PRIG
480
Payden & Rygel Investment Group
California
$13.3M +$13.3M +65,600 New
MC
481
Middleton & Co
Massachusetts
$13.2M -$119K -589 -0.9%
BPA
482
Beacon Pointe Advisors
California
$13.2M +$5.61M +27,648 +74%
FCH
483
Freestone Capital Holdings
Washington
$13.2M +$1.07M +5,257 +9%
SIA
484
Sit Investment Associates
Minnesota
$13.1M +$88.2K +435 +0.7%
BCM
485
Bayesian Capital Management
New York
$13.1M +$2.21M +10,900 +20%
TWC
486
TD Waterhouse Canada
Ontario, Canada
$13.1M -$2.24M -10,226 -15%
PWM
487
Perigon Wealth Management
California
$12.9M -$1M -4,936 -7%
MMA
488
Mizuho Markets Americas
New York
$12.8M +$12.8M +63,183 New
CAPTRUST Financial Advisors
489
CAPTRUST Financial Advisors
North Carolina
$12.8M +$1.02M +5,023 +9%
QIM
490
Quest Investment Management
Oregon
$12.7M +$12.7M +62,776 New
FBB
491
Fulton Breakefield Broenniman
Maryland
$12.7M -$31.4K -155 -0.2%
AWS
492
Atria Wealth Solutions
New York
$12.5M -$403K -1,987 -3%
Mercer Global Advisors
493
Mercer Global Advisors
Colorado
$12.5M -$1.37M -6,760 -10%
LWM
494
Lyell Wealth Management
California
$12.4M -$315K -1,552 -2%
CAM
495
Cidel Asset Management
Ontario, Canada
$12.3M -$2.62M -12,911 -18%
LSERS
496
Louisiana State Employees Retirement System
Louisiana
$12.2M -$60.8K -300 -0.5%
Twin Tree Management
497
Twin Tree Management
Texas
$12.2M +$12.2M +59,971 New
FLPIM
498
F.L. Putnam Investment Management
Massachusetts
$12M +$366K +1,807 +3%
WF
499
WoodTrust Financial
Wisconsin
$11.9M -$146K -719 -1%
CTC (Chicago Trading Company)
500
CTC (Chicago Trading Company)
Illinois
$11.9M +$519K +2,557 +5%
18 19
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