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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 %
IWP
776
Icon Wealth Partners
Texas
$4.19M -$37.9K -187 -0.9%
GC
777
Garde Capital
Washington
$4.19M -$95.5K -471 -2%
BCCM
778
Bridge Creek Capital Management
Massachusetts
$4.18M -$3.04K -15 -0.1%
MYLI
779
Meiji Yasuda Life Insurance
Japan
$4.18M +$1.17M +5,768 +39%
PIA
780
Petredis Investment Advisors
Pennsylvania
$4.14M +$15.6K +77 +0.4%
SC
781
Sawyer & Company
Massachusetts
$4.14M -$17.4K -86 -0.4%
ZB
782
Zions Bancorporation
Utah
$4.13M +$185K +911 +5%
LNC
783
Lincoln National Corp
Pennsylvania
$4.12M -$44.6K -220 -1%
SCA
784
Snowden Capital Advisors
New York
$4.09M -$1.04M -5,141 -20%
GIA
785
Gladstone Institutional Advisory
Florida
$4.08M +$210K +1,036 +5%
GPTE
786
Generali Powszechne Towarzystwo Emerytalne
Poland
$4.08M – – –
XWM
787
Xcel Wealth Management
Florida
$4.08M -$1.54M -7,589 -27%
B
788
Bailard
California
$4.08M +$697K +3,438 +21%
MNBTD
789
Moody National Bank Trust Division
Texas
$4.05M +$379K +1,869 +10%
EWA
790
EP Wealth Advisors
California
$4.05M -$208M -1,025,458 -98%
FFWA
791
FRG Family Wealth Advisors
Washington
$4.04M +$62.7K +309 +2%
SAM
792
Sompo Asset Management
Japan
$4.02M +$116K +570 +3%
EDRH
793
Edmond de Rothschild Holding
Switzerland
$4.02M -$348K -1,717 -8%
CCT
794
Chemung Canal Trust
New York
$4.01M +$363K +1,788 +10%
CCMT
795
CMT Capital Markets Trading
Germany
$3.96M +$3.96M +19,503 New
SW
796
SVB Wealth
Massachusetts
$3.95M -$310K -1,528 -7%
HCA
797
Harbor Capital Advisors
Illinois
$3.94M -$172K -847 -4%
PCM
798
Parsons Capital Management
Rhode Island
$3.93M -$129K -638 -3%
PF
799
Phoenix Financial
Israel
$3.91M +$1.28M +6,329 +49%
LTAS
800
Linden Thomas Advisory Services
North Carolina
$3.9M +$503K +2,479 +15%
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