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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 %
WAS
951
Winch Advisory Services
Wisconsin
$2.52M -$39.5K -195 -2%
WA
952
Wealth Alliance
New York
$2.5M -$11.6K -57 -0.5%
CM
953
Churchill Management
California
$2.5M +$2.5M +12,323 New
BCP
954
Blackhawk Capital Partners
Wisconsin
$2.49M +$22.1K +109 +0.9%
DBT
955
Dubuque Bank & Trust
Iowa
$2.48M -$72.2K -356 -3%
GCM
956
Glynn Capital Management
California
$2.47M – – –
BP
957
Ballentine Partners
Massachusetts
$2.47M +$157K +773 +7%
MC
958
Machina Capital
France
$2.46M +$535K +2,638 +28%
AA
959
ALPS Advisors
Colorado
$2.46M -$30.6K -151 -1%
EBT
960
Enterprise Bank & Trust
Massachusetts
$2.45M -$50.9K -251 -2%
EWM
961
Executive Wealth Management
Michigan
$2.45M +$55.4K +273 +2%
CWMU
962
Caliber Wealth Management (Utah)
Utah
$2.44M +$61.6K +304 +3%
SI
963
Saxon Interests
Texas
$2.44M +$2.44M +12,052 New
PFMU
964
Privium Fund Management (UK)
United Kingdom
$2.44M +$450K +2,217 +23%
NS
965
NBC Securities
Alabama
$2.44M +$2.44M +12,034 New
CP
966
CenterBook Partners
Connecticut
$2.44M +$855K +4,215 +54%
NPT
967
Nixon Peabody Trust
Massachusetts
$2.44M -$37.9K -187 -2%
NL
968
NVWM LLC
Pennsylvania
$2.43M +$262K +1,286 +12%
EP
969
Edgestream Partners
New Jersey
$2.43M -$702K -3,464 -22%
MA
970
Modus Advisors
Minnesota
$2.42M -$1.62K -8 -0.1%
ACM
971
Aljian Capital Management
Nevada
$2.41M +$268K +1,321 +12%
VA
972
Vident Advisory
Georgia
$2.41M +$2.41M +11,861 New
AAM
973
Advisors Asset Management
Colorado
$2.4M +$81.3K +401 +4%
GBT
974
Grove Bank & Trust
Florida
$2.38M +$264K +1,301 +12%
QI
975
Qtron Investments
Massachusetts
$2.38M -$41.8K -206 -2%
37 38
39
40 41