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Salesforce
CRM

2,286 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, 946 increasing their positions, 880 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 130

8% more repeat investments, than reductions

Existing positions increased: 946 | Existing positions reduced: 880

0.28% less ownership

Funds ownership: 78.89% → 78.61% (-0.28%)

0% less funds holding

Funds holding: 2,294 → 2,286 (-8)

4% less capital invested

Capital invested by funds: $162B → $155B (-$6.47B)

2% less funds holding in top 10

Funds holding in top 10: 94 → 92 (-2)

33% less call options, than puts

Call options by funds: $3.31B | Put options by funds: $4.92B

Holders
2,286
Holders Change
-8
Holders Change %
-0.35%
% of All Funds
36.27%
Holding in Top 10
92
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.13%
% of All Funds
1.46%
New
153
Increased
946
Reduced
880
Closed
130
Calls
$3.31B
Puts
$4.92B
Net Calls
-$1.62B
Net Calls Change
-$246M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$257M
2
LPC
Lone Pine Capital
Connecticut
+$174M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$171M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$166M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$155M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$401M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$390M
3
State Street
State Street
Massachusetts
-$320M
4
Invesco
Invesco
Georgia
-$289M
5
DnB Asset Management
DnB Asset Management
Norway
-$233M
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
926
Asset Dedication LLC
California
$2.73M +$44.5K +206 +2%
EH
927
Equitable Holdings
New York
$2.73M +$183K +845 +7%
IBOK
928
Independence Bank of Kentucky
Kentucky
$2.72M -$648 -3 -0%
TCOT
929
Trust Company of Toledo
Ohio
$2.71M +$115K +530 +4%
DT
930
Diversified Trust
Tennessee
$2.7M +$336K +1,553 +13%
SV
931
Sturgeon Ventures
United Kingdom
$2.7M +$822K +3,805 +40%
HIP
932
Harrell Investment Partners
Texas
$2.69M +$26.6K +123 +0.9%
BCM
933
Beck Capital Management
Texas
$2.68M +$1.06M +4,922 +59%
BHIA
934
Birch Hill Investment Advisors
Massachusetts
$2.67M -$263K -1,216 -8%
TC
935
Telemus Capital
Michigan
$2.66M -$61.1K -283 -2%
SLI
936
Sumitomo Life Insurance
Japan
$2.66M -$38K -176 -1%
WPC
937
Wedmont Private Capital
Pennsylvania
$2.65M +$311K +1,438 +13%
LWANC
938
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.64M -$131K -605 -4%
SC
939
Savant Capital
Illinois
$2.63M +$89.9K +416 +3%
CAL
940
Capital Analysts LLC
Pennsylvania
$2.63M +$138K +641 +5%
MIC
941
Maxi Investments CY
Cyprus
$2.63M – – –
SC
942
Savoie Capital
Illinois
$2.63M +$2.8M +12,950 New
NIG
943
NFJ Investment Group
Texas
$2.62M -$152K -704 -5%
TCA
944
Transcend Capital Advisors
New Jersey
$2.62M -$65.9K -305 -2%
IA
945
Icon Advisers
Colorado
$2.62M – – –
STC
946
Sarah T. Connolly
$2.61M -$135K -625 -5%
LOAMS
947
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.6M -$197K -911 -7%
AP
948
Arlington Partners
Alabama
$2.59M +$2.74M +12,668 +10,736%
AT
949
Arlington Trust
Alabama
$2.59M +$2.76M +12,786 New
FG
950
Fiduciary Group
Georgia
$2.59M -$131K -607 -5%
36 37
38
39 40

CRM Hedge Fund Activity: Q3 2023 in Review

2,286 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q3 2023, worth a combined $155B — down 4% from $162B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new CRM positions and 130 closed out — a net gain of 23 holders — while 946 added to existing stakes and 880 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $257M. The largest seller was Morgan Stanley, cutting an estimated $401M.

  • 2,286 institutional investors held Salesforce (CRM) as of Q3 2023, down from 2,294 in Q2 2023.
  • Funds reported $155B of Salesforce stock for Q3 2023, down 4% quarter-over-quarter.
  • 153 funds opened new Salesforce positions in Q3 2023 and 130 closed out, a net change of +23 holders.
  • The largest Salesforce buyer in Q3 2023 was JP Morgan Chase, an estimated $257M added.
  • The largest Salesforce seller in Q3 2023 was Morgan Stanley, an estimated $401M sold.

Based on aggregated 13F filings for Q3 2023.