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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 %
WSFS
576
Wilmington Savings Fund Society
Delaware
$8.41M +$26.8K +132 +0.3%
NRS
577
Neville Rodie & Shaw
New York
$8.36M -$113K -559 -1%
KOCAA
578
Knights of Columbus Asset Advisors
Connecticut
$8.34M +$2.83M +13,934 +51%
LCM
579
Laurion Capital Management
New York
$8.25M +$8.17M +40,294 +10,074%
SSB
580
Sandy Spring Bank
Maryland
$8.22M -$385K -1,900 -4%
Acadian Asset Management
581
Acadian Asset Management
Massachusetts
$8.21M +$930K +4,589 +13%
MLICM
582
Metropolitan Life Insurance Company (MetLife)
New York
$8.17M -$480K -2,367 -6%
ETC
583
Exchange Traded Concepts
Oklahoma
$8.13M -$341K -1,681 -4%
SCA
584
Stonebridge Capital Advisors
Minnesota
$8.11M +$56.4K +278 +0.7%
LFDLE
585
La Financiere de L'Echiquier
France
$8.11M +$8.11M +40,000 New
LMIM
586
Lockheed Martin Investment Management
Maryland
$8.06M +$245K +1,310 +3%
BWL
587
Bogart Wealth LLC
Virginia
$8.06M +$178K +880 +2%
DWM
588
Dakota Wealth Management
Florida
$8.01M -$946K -4,666 -11%
SHGA
589
Sand Hill Global Advisors
California
$7.96M -$161K -795 -2%
OPCM
590
Osborne Partners Capital Management
California
$7.96M +$191K +941 +2%
FT
591
Fiduciary Trust
Massachusetts
$7.85M +$102K +502 +1%
BCM
592
Brookstone Capital Management
Illinois
$7.77M -$775K -3,720 -9%
KA
593
Kintegral Advisory
New York
$7.75M -$4.66K -23 -0.1%
Lido Advisors
594
Lido Advisors
California
$7.68M -$6.04M -29,775 -44%
CCM
595
Channing Capital Management
Illinois
$7.67M -$12.4K -61 -0.2%
LSA
596
L & S Advisors
California
$7.56M +$56K +276 +0.7%
BCM
597
Bridgeway Capital Management
Texas
$7.56M -$122K -600 -2%
PFS
598
Prospera Financial Services
Texas
$7.55M +$66.5K +328 +0.9%
SWM
599
Spire Wealth Management
Virginia
$7.52M -$2.6M -12,809 -26%
MIC
600
Means Investment Company
Maine
$7.51M -$114K -562 -1%
22 23
24
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