CRM icon

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 %
RAM
751
Roanoke Asset Management
New Jersey
$4.41M -$11.2K -55 -0.3%
AG
752
AIA Group
Hong Kong
$4.41M +$2.51M +12,354 +132%
PT
753
Plimoth Trust
Massachusetts
$4.4M -$253K -1,250 -5%
DWT
754
Dorsey & Whitney Trust
South Dakota
$4.4M -$95.3K -470 -2%
CCA
755
Checchi Capital Advisers
California
$4.39M -$35.5K -175 -0.8%
CDH
756
Charles D. Hyman
$4.38M -$91.3K -450 -2%
ITFISA
757
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$4.38M -$524K -2,583 -11%
BTWM
758
Baker Tilly Wealth Management
Wisconsin
$4.34M -$3.47M -17,128 -44%
BBHC
759
Brown Brothers Harriman & Co
New York
$4.32M +$48.7K +240 +1%
DI
760
DFPG Investments
Utah
$4.31M +$250K +1,189 +6%
TFS
761
Thoroughbred Financial Services
Tennessee
$4.3M +$495K +2,443 +13%
RCM
762
RB Capital Management
Nevada
$4.28M +$9.33K +46 +0.2%
KIA
763
KCM Investment Advisors
California
$4.27M -$710K -3,500 -14%
MWM
764
Meridian Wealth Management
Kentucky
$4.27M +$107K +528 +3%
MMA
765
Miracle Mile Advisors
California
$4.26M -$96.3K -475 -2%
ESCM
766
Echo Street Capital Management
New York
$4.26M +$3.01M +14,838 +241%
TCA
767
Trifecta Capital Advisors
Illinois
$4.25M +$149K +734 +4%
SFI
768
Siemens Fonds Invest
Germany
$4.24M -$48.3K -238 -1%
WIA
769
Westbourne Investment Advisors
Maryland
$4.23M +$14.2K +70 +0.3%
OCM
770
Once Capital Management
New York
$4.22M – – –
IWC
771
Integrated Wealth Concepts
Massachusetts
$4.22M +$11.8K +58 +0.3%
FEG
772
Financial Enhancement Group
Indiana
$4.22M +$113K +540 +3%
VI
773
Vestcor Inc
New Brunswick, Canada
$4.21M -$485K -2,392 -10%
HAS
774
HBW Advisory Services
California
$4.21M -$638K -3,147 -13%
PGFC
775
Peapack-Gladstone Financial Corp
New Jersey
$4.19M +$54.3K +268 +1%
29 30
31
32 33