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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 %
AI
676
AXS Investments
New York
$5.69M +$216K +1,064 +4%
SA
677
Strategic Advisors
New York
$5.66M +$133K +658 +2%
Bessemer Group
678
Bessemer Group
New Jersey
$5.63M -$877K -4,326 -13%
MCM
679
McRae Capital Management
New Jersey
$5.62M +$79.1K +390 +1%
ECM
680
Evergreen Capital Management
Washington
$5.62M -$630K -3,107 -10%
BC
681
Burney Company
Virginia
$5.61M -$2.13M -10,514 -28%
SG Americas Securities
682
SG Americas Securities
New York
$5.61M -$21.3M -104,823 -79%
WS
683
Wedbush Securities
California
$5.6M +$200K +988 +4%
CIG
684
Consolidated Investment Group
Colorado
$5.6M – – –
BJL
685
Brighton Jones LLC
Washington
$5.59M -$57.2K -282 -1%
BHB
686
Bank Hapoalim BM
Israel
$5.54M -$458K -2,260 -8%
BCPWM
687
Bradley & Co Private Wealth Management
Florida
$5.53M -$38.1K -188 -0.7%
GAAM
688
Guinness Atkinson Asset Management
California
$5.52M -$14.6K -72 -0.3%
HCM
689
Hillman Capital Management
Maryland
$5.52M -$227K -1,120 -4%
YDMI
690
Y.D. More Investments
Israel
$5.52M +$1.49M +7,370 +37%
FHA
691
First Horizon Advisors
Tennessee
$5.52M -$411K -2,028 -7%
BFIM
692
Beese Fulmer Investment Management
Ohio
$5.51M +$233K +1,149 +4%
EWM
693
Evercore Wealth Management
New York
$5.51M +$298K +1,468 +6%
SM
694
Selkirk Management
New Jersey
$5.48M – – –
LNWWM
695
Laird Norton Wetherby Wealth Management
California
$5.47M -$382K -1,884 -7%
LOAME
696
Lombard Odier Asset Management (Europe)
United Kingdom
$5.47M -$526K -2,593 -9%
HVIA
697
Hudson Valley Investment Advisors
New York
$5.42M -$379K -1,869 -7%
AF
698
Arrow Financial
New York
$5.4M -$57.4K -283 -1%
BZWA
699
Blue Zone Wealth Advisors
California
$5.37M -$11.2K -55 -0.2%
DAS
700
Dynamic Advisor Solutions
Arizona
$5.37M +$1.07M +5,288 +25%
26 27
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