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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 %
TC
926
Telemus Capital
Michigan
$2.66M -$57.4K -283 -2%
SLI
927
Sumitomo Life Insurance
Japan
$2.66M -$35.7K -176 -1%
WPC
928
Wedmont Private Capital
Pennsylvania
$2.65M +$298K +1,438 +13%
LWANC
929
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.64M -$123K -605 -4%
SC
930
Savant Capital
Illinois
$2.63M +$84.4K +416 +3%
CAL
931
Capital Analysts LLC
Pennsylvania
$2.63M +$130K +641 +5%
MIC
932
Maxi Investments CY
Cyprus
$2.63M – – –
SC
933
Savoie Capital
Illinois
$2.63M +$2.63M +12,950 New
NIG
934
NFJ Investment Group
Texas
$2.62M -$143K -704 -5%
TCA
935
Transcend Capital Advisors
New Jersey
$2.62M -$61.8K -305 -2%
IA
936
Icon Advisers
Colorado
$2.62M – – –
STC
937
Sarah T. Connolly
$2.61M -$127K -625 -5%
LOAMS
938
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.6M -$185K -911 -7%
AP
939
Arlington Partners
Alabama
$2.59M +$2.57M +12,668 +10,736%
AT
940
Arlington Trust
Alabama
$2.59M +$2.59M +12,786 New
FG
941
Fiduciary Group
Georgia
$2.59M -$123K -607 -5%
COI
942
Connable Office Inc
Michigan
$2.56M +$4.06K +20 +0.2%
CC
943
Courier Capital
New York
$2.56M +$395K +1,948 +18%
CGL
944
Clarius Group LLC
Washington
$2.56M -$422K -2,081 -14%
SWM
945
SeaCrest Wealth Management
New York
$2.55M -$31.6K -156 -1%
First Manhattan
946
First Manhattan
New York
$2.54M -$101K -499 -4%
CCM
947
Coldstream Capital Management
Washington
$2.54M -$30.2K -149 -1%
BHWM
948
Bar Harbor Wealth Management
New Hampshire
$2.54M +$835K +4,119 +49%
RG
949
Richelieu Gestion
France
$2.53M +$431K +2,124 +21%
CA
950
CGN Advisors
Kansas
$2.53M +$43.2K +213 +2%
36 37
38
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