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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 %
OC
601
Oppenheimer & Co
New York
$7.5M +$683K +3,367 +10%
WAOTB
602
Wealth Advisors of Tampa Bay
Florida
$7.49M +$3.73M +18,390 +99%
PA
603
Profund Advisors
Maryland
$7.47M -$552K -2,724 -7%
EIM
604
Essex Investment Management
Massachusetts
$7.39M -$237K -1,168 -3%
FNT
605
First National Trust
Pennsylvania
$7.37M +$36.1K +178 +0.5%
SCM
606
Sandler Capital Management
New York
$7.36M +$7.36M +36,300 New
SWP
607
Stratos Wealth Partners
Ohio
$7.29M +$875K +4,313 +14%
TCOV
608
Trust Company of Vermont
Vermont
$7.28M +$76.9K +379 +1%
MC
609
Moors & Cabot
Massachusetts
$7.27M -$140K -688 -2%
CA
610
Cullinan Associates
Kentucky
$7.27M -$527K -2,600 -7%
BIAS
611
Beacon Investment Advisory Services
New Jersey
$7.26M -$3.36M -16,549 -32%
AAF
612
Andra AP-fonden
Sweden
$7.26M +$2.88M +14,200 +66%
EAM
613
Eagle Asset Management
Florida
$7.23M +$4.83M +23,800 +201%
KRSITF
614
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.22M +$96.5K +476 +1%
PCA
615
Pallas Capital Advisors
Massachusetts
$7.22M +$1.87M +9,393 +35%
JMFC
616
J.M. Forbes & Co
Massachusetts
$7.21M +$54.5K +269 +0.8%
QFA
617
Quattro Financial Advisors
Texas
$7.2M +$2.97M +14,649 +70%
CB
618
Commerce Bank
Missouri
$7.14M +$434K +2,140 +6%
API
619
Advisor Partners II
California
$7.12M +$378K +1,865 +6%
MGWM
620
Marks Group Wealth Management
Minnesota
$7.09M -$80.1K -395 -1%
MHC
621
Meyer Handelman Company
New York
$7.09M +$304K +1,500 +4%
GLA
622
Great Lakes Advisors
Illinois
$7.06M +$172K +850 +3%
BFEC
623
Benjamin F. Edwards & Company
Missouri
$6.99M +$1.08M +5,327 +18%
GIM
624
Grassi Investment Management
California
$6.88M – – –
PTC
625
Philadelphia Trust Company
Pennsylvania
$6.87M -$1.21M -5,967 -15%
23 24
25
26 27