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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 %
HCMT
651
Highland Capital Management (Tennessee)
Tennessee
$6.19M -$30K -148 -0.5%
SRC
652
Shufro Rose & Co
New York
$6.14M -$1.42K -7 -0%
CI
653
Ceera Investments
Texas
$6.12M -$40.6K -200 -0.7%
IAA
654
Independent Advisor Alliance
North Carolina
$6.11M -$24.3K -120 -0.4%
SS
655
Simplicity Solutions
Minnesota
$6.1M -$258K -1,274 -4%
MPWT
656
MassMutual Private Wealth & Trust
Connecticut
$6.04M +$133K +655 +2%
PA
657
Procyon Advisors
Connecticut
$5.98M +$2.51M +12,371 +72%
CSPIA
658
Cary Street Partners Investment Advisory
Virginia
$5.97M +$636K +3,137 +12%
RIA
659
RPG Investment Advisory
California
$5.95M -$1.63M -8,037 -22%
BCM
660
Barrier Capital Management
California
$5.93M +$301K +1,483 +5%
SPC
661
Sigma Planning Corp
Michigan
$5.91M -$722K -3,560 -11%
VIM
662
Vinva Investment Management
Australia
$5.84M -$137K -674 -2%
PAMP
663
Polar Asset Management Partners
Ontario, Canada
$5.84M -$26.6M -131,200 -82%
BFG
664
Bleakley Financial Group
New Jersey
$5.82M -$229K -1,130 -4%
GP
665
Girard Partners
Pennsylvania
$5.81M -$684K -3,371 -11%
ST
666
Spinnaker Trust
Maine
$5.81M -$480K -2,369 -8%
GFA
667
Gifford Fong Associates
California
$5.8M – – –
SB
668
Simmons Bank
Arkansas
$5.75M -$2.43K -12 -0%
FFP
669
FourThought Financial Partners
Florida
$5.75M -$64.5K -318 -1%
CK
670
Cohen Klingenstein
New York
$5.74M – – –
QPBE
671
Quintet Private Bank (Europe)
Luxembourg
$5.72M -$107K -530 -2%
SAS
672
Stelac Advisory Services
New York
$5.71M – – –
VC
673
Vestor Capital
Illinois
$5.7M +$5.49M +27,084 +2,587%
CA
674
Clearstead Advisors
Ohio
$5.7M +$2.85M +14,059 +100%
STA
675
Summit Trail Advisors
New York
$5.69M -$246K -1,213 -4%
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