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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 %
SCM
851
Shelton Capital Management
Colorado
$3.33M -$588K -2,900 -15%
AFA
852
Arlington Financial Advisors
California
$3.29M -$16.8K -83 -0.5%
CM
853
CastleKnight Management
New York
$3.29M +$787K +3,880 +31%
AI
854
Aperture Investors
New York
$3.29M +$3.29M +16,211 New
LW
855
Linscomb Wealth
Texas
$3.27M -$118K -580 -3%
WWA
856
WCG Wealth Advisors
Nevada
$3.27M +$859K +4,187 +36%
HI
857
Horizon Investments
North Carolina
$3.25M -$107K -528 -3%
CS
858
Comerica Securities
Michigan
$3.25M -$88.4K -436 -3%
PAM
859
Pegasus Asset Management
New York
$3.23M -$73.4K -362 -2%
WPP
860
Whalerock Point Partners
Rhode Island
$3.22M +$28.2K +139 +0.9%
AWAU
861
Alliance Wealth Advisors (Utah)
Utah
$3.2M +$143K +703 +5%
OAM
862
Ostrum Asset Management
France
$3.19M -$908K -4,480 -22%
FHB
863
First Hawaiian Bank
Hawaii
$3.18M +$10.7K +53 +0.3%
YIH
864
Y-Intercept (HK)
Hong Kong
$3.18M +$2.03M +9,995 +176%
SAI
865
Systematic Alpha Investments
New Jersey
$3.17M – – –
AAM
866
Azzad Asset Management
Virginia
$3.13M +$15.4K +76 +0.5%
PWP
867
Private Wealth Partners
California
$3.12M -$22.3K -110 -0.7%
SBIA
868
Sheaff Brock Investment Advisors
Indiana
$3.08M -$13.4K -66 -0.4%
WI
869
Wahed Invest
New York
$3.07M +$302K +1,491 +11%
GIP
870
Granite Investment Partners
California
$3.06M -$63.5K -313 -2%
MFG
871
Merit Financial Group
Georgia
$3.06M +$520K +2,564 +20%
AC
872
Asio Capital
Kentucky
$3.05M +$166K +821 +6%
HWM
873
HB Wealth Management
Georgia
$3.05M +$581K +2,865 +24%
SAM
874
Smithbridge Asset Management
Pennsylvania
$3.05M +$34.1K +168 +1%
NIM
875
NEOS Investment Management
Connecticut
$3.05M +$3.05M +15,031 New
33 34
35
36 37