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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 %
BHA
901
Beech Hill Advisors
New York
$2.82M -$12.2K -60 -0.4%
KWA
902
Kingswood Wealth Advisors
California
$2.82M -$642K -1,001 -19%
TA
903
TKG Advisors
Indiana
$2.8M -$46.2K -228 -2%
CI
904
Cavalier Investments
Georgia
$2.8M +$99.2K +489 +4%
CG
905
Cutler Group
California
$2.78M -$182K -896 -6%
WCM
906
Wunderlich Capital Managemnt
Tennessee
$2.78M -$8.31K -41 -0.3%
AWM
907
Apollon Wealth Management
South Carolina
$2.77M +$35.9K +177 +1%
HZ
908
Hixon Zuercher
Ohio
$2.76M +$142K +698 +5%
AF
909
Allworth Financial
California
$2.76M +$89.2K +440 +3%
KIA
910
Knollwood Investment Advisory
Maryland
$2.76M +$1.48M +7,300 +115%
RDWM
911
Red Door Wealth Management
Tennessee
$2.76M -$673K -3,321 -20%
MYAM
912
Meiji Yasuda Asset Management
Japan
$2.75M +$211K +1,039 +8%
PI
913
PEAK6 Investments
Illinois
$2.75M +$2.75M +13,581 +339,525%
NB
914
NBT Bank
New York
$2.75M -$187K -922 -6%
NG
915
Norden Group
Utah
$2.75M +$2.75M +13,574 New
LAS
916
Lloyd Advisory Services
Georgia
$2.75M +$2.75M +13,574 New
ADL
917
Asset Dedication LLC
California
$2.73M +$41.6K +206 +2%
EH
918
Equitable Holdings
New York
$2.73M +$171K +845 +7%
IBOK
919
Independence Bank of Kentucky
Kentucky
$2.72M -$608 -3 -0%
TCOT
920
Trust Company of Toledo
Ohio
$2.71M +$107K +530 +4%
DT
921
Diversified Trust
Tennessee
$2.7M +$315K +1,553 +13%
SV
922
Sturgeon Ventures
United Kingdom
$2.7M +$772K +3,805 +40%
HIP
923
Harrell Investment Partners
Texas
$2.69M +$25.1K +123 +0.9%
BCM
924
Beck Capital Management
Texas
$2.68M +$998K +4,922 +59%
BHIA
925
Birch Hill Investment Advisors
Massachusetts
$2.67M -$247K -1,216 -8%
35 36
37
38 39