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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 %
USAA
701
United Services Automobile Association
Texas
$5.37M +$702K +3,460 +15%
BRWA
702
B. Riley Wealth Advisors
Florida
$5.34M -$1.09M -5,390 -17%
AWMT
703
AAFMAA Wealth Management & Trust
North Carolina
$5.34M +$75K +370 +1%
CC
704
Codex Capital
New York
$5.33M – – –
Wolverine Trading
705
Wolverine Trading
Illinois
$5.32M -$12K -59 -0.2%
LGF
706
LGT Group Foundation
Liechtenstein
$5.31M +$458K +2,249 +9%
WB
707
Webster Bank
Connecticut
$5.27M -$88.8K -438 -2%
OIA
708
OneDigital Investment Advisors
Kansas
$5.27M +$651K +3,209 +14%
MCM
709
MAI Capital Management
Ohio
$5.26M -$69.4K -342 -1%
PWS
710
Peloton Wealth Strategists
Indiana
$5.25M -$138K -680 -3%
PFM
711
Premier Fund Managers
United Kingdom
$5.23M -$3.12M -15,370 -37%
JIC
712
Johnson Investment Counsel
Ohio
$5.22M -$263K -1,296 -5%
FFA
713
Fragasso Financial Advisors
Pennsylvania
$5.19M -$146K -718 -3%
EF
714
Empowered Funds
Pennsylvania
$5.18M +$1.28M +6,310 +33%
CIP
715
Chartwell Investment Partners
Pennsylvania
$5.17M +$1.24M +6,118 +32%
MWM
716
Marietta Wealth Management
Georgia
$5.15M -$75.2K -371 -1%
VFA
717
Valeo Financial Advisors
Indiana
$5.12M -$41.9K -585 -0.8%
SAM
718
SP Asset Management
California
$5.1M – – –
BWFA
719
Baltimore-Washington Financial Advisors
Maryland
$5.02M +$71K +350 +1%
SIM
720
Stratos Investment Management
Ohio
$5.02M +$584K +2,882 +13%
KCM
721
Kornitzer Capital Management
Kansas
$5.02M +$573K +2,826 +13%
GGHC
722
Gilder Gagnon Howe & Co
New York
$5.01M +$36.7K +181 +0.7%
CTC
723
Central Trust Company
Missouri
$5.01M +$125K +616 +3%
TCM
724
Twin Capital Management
Pennsylvania
$5M -$383K -1,889 -7%
DTL
725
Dynamic Technology Lab
Singapore
$4.96M +$2.35M +11,586 +90%
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