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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 %
AWM
826
Avior Wealth Management
Nebraska
$3.61M +$248K +1,223 +7%
SC
827
Sepio Capital
Utah
$3.59M +$172K +850 +5%
CWG
828
Cornerstone Wealth Group
North Carolina
$3.58M +$3.58M +17,673 New
SWM
829
Sendero Wealth Management
Texas
$3.56M -$146K -719 -4%
P
830
Pitcairn
Pennsylvania
$3.55M +$166K +817 +5%
BONST
831
Bank of Nova Scotia Trust
Ontario, Canada
$3.53M -$367K -1,810 -9%
IIA
832
IPG Investment Advisors
California
$3.49M +$1.7M +8,383 +95%
VIA
833
Vickerman Investment Advisors
Washington
$3.49M -$101K -500 -3%
KFP
834
KMG Fiduciary Partners
Ohio
$3.48M +$77.3K +381 +2%
VVP
835
Venture Visionary Partners
Ohio
$3.48M -$259K -1,275 -7%
S
836
SignatureFD
Georgia
$3.44M +$134K +662 +4%
HBT
837
Hills Bank & Trust
Iowa
$3.43M +$31.8K +157 +0.9%
QCM
838
Qsemble Capital Management
New York
$3.43M +$3.43M +16,900 New
SFS
839
Sowell Financial Services
Arkansas
$3.42M -$27.6K -136 -0.8%
RI
840
Redwood Investments
Massachusetts
$3.41M -$30.4K -150 -0.9%
CG
841
Caprock Group
Idaho
$3.41M +$268K +1,321 +9%
LBC
842
Lawrence B. Cohen
$3.4M -$59.8K -295 -2%
CWP
843
Capital Wealth Planning
Florida
$3.38M -$735K -3,626 -18%
YIA
844
YHB Investment Advisors
Connecticut
$3.38M +$273K +1,345 +9%
CNBT
845
Canandaigua National Bank & Trust
New York
$3.38M +$325K +1,602 +11%
CM
846
Crestline Management
Texas
$3.37M +$1.3M +6,392 +62%
DJYG
847
David J. Yvars Group
Florida
$3.37M +$39.5K +195 +1%
UF
848
Univest Financial
Pennsylvania
$3.35M -$234K -1,152 -7%
I
849
INVST
Indiana
$3.35M +$35.1K +173 +1%
SAM
850
Stansberry Asset Management
Texas
$3.34M +$519K +2,558 +18%
32 33
34
35 36