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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 %
MMC
726
Mizuho Markets Cayman
Cayman Islands
$4.96M -$1.52M -7,487 -23%
CCM
727
Cohen Capital Management
California
$4.94M – – –
DA
728
Dillon & Associates
Michigan
$4.9M +$648K +3,191 +15%
GVAG
729
Great Valley Advisor Group
Delaware
$4.88M -$745K -3,676 -13%
DBG
730
De Burlo Group
Massachusetts
$4.86M -$112K -550 -2%
CWP
731
Cyndeo Wealth Partners
Florida
$4.85M +$458K +2,258 +10%
PIM
732
Progressive Investment Management
Oregon
$4.81M +$20.7K +102 +0.4%
ZIM
733
Zacks Investment Management
Illinois
$4.81M +$344K +1,695 +8%
CANY
734
Caxton Associates (New York)
New York
$4.77M +$4.77M +23,500 New
MM
735
Meridian Management
Arkansas
$4.72M -$27.2K -134 -0.6%
JCM
736
Jag Capital Management
Missouri
$4.71M -$13.1M -64,491 -74%
VST
737
Van Strum & Towne
California
$4.7M -$23.3K -115 -0.5%
PAM
738
Private Asset Management
California
$4.67M -$1.73M -8,538 -27%
VCM
739
Vision Capital Management
Oregon
$4.58M +$370K +1,823 +9%
BFM
740
Boston Financial Management
Massachusetts
$4.55M -$208K -1,024 -4%
ISB
741
Iowa State Bank
Iowa
$4.53M -$251K -1,237 -5%
SB
742
Strategic Blueprint
Georgia
$4.51M +$1.22M +6,017 +37%
GSEP
743
Golden State Equity Partners
California
$4.49M +$33.7K +166 +0.8%
DJSG
744
D.J. St. Germain
Massachusetts
$4.48M +$183K +900 +4%
DLCIG
745
D.L. Carlson Investment Group
New Hampshire
$4.48M -$20.9K -103 -0.5%
MKA
746
M. Kulyk & Associates
Georgia
$4.47M +$120K +593 +3%
LFRG
747
Lazard Frères Gestion
France
$4.47M +$390K +1,923 +10%
SIP
748
Stoneridge Investment Partners
Pennsylvania
$4.44M -$162K -799 -4%
EWM
749
Elite Wealth Management
Washington
$4.43M +$11K +54 +0.2%
PRC
750
Pearl River Capital
Michigan
$4.42M +$4.42M +21,796 New
28 29
30
31 32