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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 %
GBWM
626
Granite Bay Wealth Management
New Hampshire
$6.86M +$6.86M +31,731 New
EF
627
Empirical Finance
Pennsylvania
$6.75M +$703K +3,469 +12%
FA
628
FDx Advisors
Illinois
$6.71M -$4.3M -21,214 -39%
WC
629
Whitney & Co
New York
$6.7M -$6.29K -31 -0.1%
SWA
630
Stratos Wealth Advisors
Ohio
$6.69M +$1.03M +5,072 +18%
LFAS
631
Level Four Advisory Services
Texas
$6.69M +$6.69M +32,972 New
PWG
632
Portside Wealth Group
Utah
$6.68M +$54.1K +267 +0.8%
AAS
633
Avantax Advisory Services
Texas
$6.68M +$196K +966 +3%
NRG
634
Nemes Rush Group
Michigan
$6.68M +$245K +1,209 +4%
GCM
635
Greenland Capital Management
New York
$6.64M -$3.72M -18,329 -36%
HF
636
HRT Financial
New York
$6.63M -$804K -3,965 -11%
ALAM
637
Asahi Life Asset Management
Japan
$6.6M +$285K +1,406 +5%
TCM
638
Thames Capital Management
New Jersey
$6.56M -$2.83M -13,934 -30%
PCOC
639
Power Corp of Canada
Canada
$6.51M – – –
SWM
640
Selective Wealth Management
Virginia
$6.48M -$488K -2,416 -7%
CUAMC
641
China Universal Asset Management Company
China
$6.47M +$1.12M +5,500 +21%
KeyBank National Association
642
KeyBank National Association
Ohio
$6.47M -$376K -1,856 -5%
NCM
643
Novare Capital Management
North Carolina
$6.42M +$14.4K +71 +0.2%
WMC
644
Westwood Management Corporation
Illinois
$6.42M -$142K -700 -2%
AWA
645
Arkadios Wealth Advisors
Georgia
$6.4M +$1.07M +5,281 +20%
PA
646
Pinnacle Associates
New York
$6.38M -$127K -626 -2%
ZDA
647
Zweig-DiMenna Associates
New York
$6.34M +$3.15M +15,550 +99%
LIP
648
Lighthouse Investment Partners
Florida
$6.3M +$2.75M +13,552 +77%
DGAM
649
Desjardins Global Asset Management
Quebec, Canada
$6.3M +$2.18M +10,735 +53%
NMIMC
650
Northwestern Mutual Investment Management Company
Wisconsin
$6.23M -$28.2K -139 -0.5%
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