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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 %
NB
526
Norinchukin Bank
Japan
$10.5M -$7.12M -35,102 -40%
OCM
527
One Capital Management
California
$10.4M +$166K +819 +2%
DA
528
Dash Acquisitions
California
$10.4M -$3.23M -15,688 -24%
CC
529
Cornerstone Capital
California
$10.4M – – –
NMERB
530
New Mexico Educational Retirement Board
New Mexico
$10.3M +$487K +2,400 +5%
PP
531
Prudential plc
United Kingdom
$10.2M +$1.04M +5,111 +11%
AC
532
Abbrea Capital
California
$10.2M +$18.5K +91 +0.2%
FVWA
533
Foster Victor Wealth Advisors
South Carolina
$10.2M -$87.5K -422 -0.8%
Cetera Investment Advisers
534
Cetera Investment Advisers
Illinois
$10.1M +$95.3K +470 +0.9%
CTA
535
Chesley Taft & Associates
Illinois
$10.1M -$79.7K -393 -0.8%
MCM
536
Mill Capital Management
North Carolina
$10.1M +$12.2K +60 +0.1%
BCMO
537
Buckingham Capital Management (Ohio)
Ohio
$10M +$212K +1,047 +2%
NAMM
538
NorthStar Asset Management (Massachusetts)
Massachusetts
$10M -$16.2K -80 -0.2%
EAM
539
EdenTree Asset Management
United Kingdom
$10M -$406K -2,000 -4%
SCM
540
Soros Capital Management
New York
$9.94M +$9.94M +49,000 New
NA
541
NewEdge Advisors
Louisiana
$9.75M +$1.66M +8,188 +21%
EWM
542
Edge Wealth Management
New York
$9.73M -$63.9K -315 -0.7%
ET
543
Equitable Trust
Tennessee
$9.7M +$371K +1,830 +4%
CWM
544
CMH Wealth Management
New Hampshire
$9.68M +$263K +1,296 +3%
MGP
545
Metis Global Partners
California
$9.67M +$1.2M +5,925 +14%
RIL
546
Rothschild Investment LLC
Illinois
$9.63M +$5.68K +28 +0.1%
BCV
547
Banque Cantonale Vaudoise
Switzerland
$9.61M -$553K -2,728 -5%
KPWS
548
Kestra Private Wealth Services
Texas
$9.6M +$2.1M +10,336 +28%
ECM
549
Exchange Capital Management
Michigan
$9.43M -$171K -841 -2%
KAS
550
Kemnay Advisory Services
New York
$9.37M +$932K +4,596 +11%
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