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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
$2.99B
2
LPC
Lone Pine Capital
Connecticut
$507M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$296M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$194M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$190M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.59B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.31B
3
State Street
State Street
Massachusetts
$8.96B
4
Invesco
Invesco
Georgia
$684M
5
DnB Asset Management
DnB Asset Management
Norway
$48.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGA
51
Sustainable Growth Advisers
Connecticut
$527M -$27.2M -133,909 -5%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$521M +$50.6M +249,377 +11%
FCM
53
Farallon Capital Management
California
$512M +$118M +581,300 +30%
LPC
54
Lone Pine Capital
Connecticut
$507M +$163M +804,634 +47%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$502M +$625K +2,791 +0.1%
Winslow Capital Management
56
Winslow Capital Management
Minnesota
$481M +$4.73M +23,347 +1%
Arrowstreet Capital
57
Arrowstreet Capital
Massachusetts
$463M +$40M +197,195 +9%
PI
58
Putnam Investments
Massachusetts
$457M +$2.67M +13,190 +0.6%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$448M +$62.5M +307,935 +16%
RJA
60
Raymond James & Associates
Florida
$447M +$13M +63,887 +3%
Massachusetts Financial Services
61
Massachusetts Financial Services
Massachusetts
$440M +$20.2M +99,780 +5%
CS
62
Credit Suisse
Switzerland
$414M -$4.99M -24,585 -1%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$408M +$3.5M +17,272 +0.9%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$404M -$8.84M -43,582 -2%
Lazard Asset Management
65
Lazard Asset Management
New York
$398M -$95.7M -471,901 -19%
First Eagle Investment Management
66
First Eagle Investment Management
New York
$394M -$8.62M -42,492 -2%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$374M +$1.57M +7,755 +0.4%
VVP
68
Vulcan Value Partners
Alabama
$372M -$55.4M -273,116 -13%
GIM
69
Generation Investment Management
United Kingdom
$353M -$1.92M -9,463 -0.5%
Prudential Financial
70
Prudential Financial
New Jersey
$352M +$16.2M +79,989 +5%
SV
71
Starboard Value
New York
$351M -$56.3M -277,625 -14%
First Trust Advisors
72
First Trust Advisors
Illinois
$351M +$13M +64,350 +4%
OTPPB
73
Ontario Teachers' Pension Plan Board
Ontario, Canada
$348M +$10.1M +49,826 +3%
Nordea Investment Management
74
Nordea Investment Management
Sweden
$328M +$9.94M +48,372 +3%
DZ Bank
75
DZ Bank
Germany
$327M -$18.7M -92,038 -5%
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