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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 %
TSW
876
Thompson Siegel & Walmsley
Virginia
$3.04M +$1.76M +8,700 +138%
PCM
877
Penserra Capital Management
California
$3.04M -$484K -2,389 -14%
WR
878
WD Rutherford
Oregon
$3.01M +$1.06M +5,244 +54%
NHT
879
New Hampshire Trust
New Hampshire
$3.01M -$28.4K -140 -0.9%
VHAM
880
Van Hulzen Asset Management
California
$2.99M +$2.99M +14,745 New
SF
881
Symphony Financial
Texas
$2.99M -$31.4K -154 -1%
SIA
882
Schechter Investment Advisors
Michigan
$2.98M +$95.3K +470 +3%
TPW
883
Transatlantique Private Wealth
New York
$2.98M +$3.64K +18 +0.1%
PTB
884
Pioneer Trust Bank
Oregon
$2.97M -$392K -1,935 -12%
NC
885
NewSquare Capital
Pennsylvania
$2.96M +$2.95M +14,546 +19,657%
IRAG
886
Investment Research & Advisory Group
Georgia
$2.96M +$59.2K +292 +2%
QPWM
887
Quadrant Private Wealth Management
Pennsylvania
$2.95M -$12.4K -61 -0.4%
Balyasny Asset Management
888
Balyasny Asset Management
Illinois
$2.94M -$2.29M -11,308 -44%
CAM
889
Cozad Asset Management
Illinois
$2.93M +$62.5K +308 +2%
PL
890
Perpetual Ltd
Australia
$2.92M -$1.67M -8,240 -36%
WP
891
Woodline Partners
California
$2.92M +$2.92M +14,405 New
IAN
892
Integrated Advisors Network
Texas
$2.91M +$465K +2,292 +19%
M
893
Mirova
France
$2.9M -$767K -3,783 -21%
NFC
894
Northeast Financial Consultants
Connecticut
$2.89M +$600K +2,959 +26%
CA
895
Callahan Advisors
Texas
$2.88M +$616K +3,039 +27%
RC
896
Roundview Capital
New Jersey
$2.84M -$127K -627 -4%
GWM
897
Geneos Wealth Management
Colorado
$2.84M +$210K +1,037 +8%
HIA
898
Harbor Investment Advisory
Maryland
$2.84M -$23.6K -254 -0.8%
FMAEN1
899
Fund Management at Engine No 1
California
$2.82M +$240K +1,185 +9%
FIA
900
Foundations Investment Advisors
Arizona
$2.82M +$446K +2,198 +19%
34 35
36
37 38