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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 %
WSTAM
501
Wilbanks Smith & Thomas Asset Management
Virginia
$11.9M +$98.6K +486 +0.8%
OSAM
502
O'Shaughnessy Asset Management
Connecticut
$11.8M +$2.61M +12,882 +28%
ZCI
503
Zevenbergen Capital Investments
Washington
$11.8M +$11.8M +58,000 New
AMI
504
Amica Mutual Insurance
Rhode Island
$11.7M – – –
IP
505
Interval Partners
New York
$11.7M +$10M +49,500 +619%
SAM
506
Sycomore Asset Management
France
$11.6M -$9.83M -47,632 -46%
AIM
507
Artemis Investment Management
United Kingdom
$11.6M -$3.85M -18,991 -25%
CA
508
Cornerstone Advisors
North Carolina
$11.5M -$1.62M -8,000 -12%
Nomura Holdings
509
Nomura Holdings
Japan
$11.5M +$47.2K +233 +0.4%
Tudor Investment Corp
510
Tudor Investment Corp
Connecticut
$11.5M -$20.4M -100,737 -64%
BAAM
511
Baker Avenue Asset Management
California
$11.5M +$6.98M +34,443 +156%
IPAM
512
ICICI Prudential Asset Management
India
$11.5M -$324K -1,600 -3%
TF
513
Talbot Financial
Washington
$11.4M +$165K +812 +1%
EGM
514
Engineers Gate Manager
New York
$11.3M +$9.37M +46,204 +493%
LSCM
515
Light Street Capital Management
California
$11.3M -$8.71M -42,940 -44%
Jones Financial Companies
516
Jones Financial Companies
Missouri
$11.2M -$676K -3,333 -6%
SF
517
Synovus Financial
Georgia
$11.1M +$207K +1,020 +2%
DADC
518
D.A. Davidson & Co
Montana
$11.1M +$863K +4,258 +8%
PCIG
519
Partners Capital Investment Group
Massachusetts
$11M -$334K -1,649 -3%
JRP
520
Jasper Ridge Partners
California
$11M – – –
Capstone Investment Advisors
521
Capstone Investment Advisors
New York
$10.9M +$10.9M +53,607 +25,406%
MIM
522
Marco Investment Management
Georgia
$10.6M +$44K +217 +0.4%
SWIG
523
Strategic Wealth Investment Group
Kentucky
$10.6M +$1.03M +5,059 +11%
TI
524
Trexquant Investment
Connecticut
$10.5M +$10.5M +52,013 New
AAS
525
Annex Advisory Services
Wisconsin
$10.5M -$1.01M -4,959 -9%
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