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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 %
BIP
801
Bouvel Investment Partners
Pennsylvania
$3.88M +$45K +222 +1%
OA
802
Oak Associates
Ohio
$3.88M +$1.22K +6 +0%
WAM
803
Wolverine Asset Management
Illinois
$3.86M +$3.86M +19,020 New
KA
804
Kerrisdale Advisers
Florida
$3.84M +$3.84M +18,943 New
CG
805
Colony Group
Massachusetts
$3.81M -$527K -2,597 -12%
FIB
806
First Interstate Bank
Montana
$3.81M -$45.8K -226 -1%
ATC
807
Argent Trust Co
Tennessee
$3.81M +$157K +773 +4%
WBC
808
Westpac Banking Corp
Australia
$3.79M +$980K +4,832 +35%
BCA
809
Bray Capital Advisors
Florida
$3.78M -$97.3K -480 -3%
FTDI
810
First Trust Direct Indexing
Massachusetts
$3.77M +$256K +1,263 +7%
MWA
811
Meridian Wealth Advisors
Texas
$3.76M +$29K +143 +0.8%
BIMC
812
Benson Investment Management Company
Virginia
$3.76M +$3.76M +18,526 New
BF
813
BOK Financial
Oklahoma
$3.74M +$53.8K +268 +1%
TCOK
814
Trust Company of Kansas
Kansas
$3.73M +$6.69K +33 +0.2%
SWA
815
SFMG Wealth Advisors
Texas
$3.71M +$237K +1,171 +7%
IIM
816
INTECH Investment Management
Florida
$3.71M -$1.69M -8,319 -31%
WP
817
WealthShield Partners
North Carolina
$3.7M +$861K +4,246 +30%
SIA
818
SeaBridge Investment Advisors
New Jersey
$3.68M +$64.7K +319 +2%
TCCM
819
Timber Creek Capital Management
Massachusetts
$3.67M -$1.43M -7,075 -28%
SC
820
SouthState Corp
Florida
$3.64M -$56.4K -278 -2%
WIC
821
Woodmont Investment Counsel
Tennessee
$3.64M -$73.4K -362 -2%
PAS
822
Park Avenue Securities
New York
$3.63M -$198K -975 -5%
HCA
823
Harbour Capital Advisors
Virginia
$3.63M +$21.3K +105 +0.6%
CWM
824
Cabot Wealth Management
Massachusetts
$3.63M -$68.3K -337 -2%
PSC
825
Prentiss Smith & Co
Vermont
$3.61M -$85.4K -421 -2%
31 32
33
34 35