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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
$2.99B
2
LPC
Lone Pine Capital
Connecticut
$507M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$296M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$194M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$190M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.59B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.31B
3
State Street
State Street
Massachusetts
$8.96B
4
Invesco
Invesco
Georgia
$684M
5
DnB Asset Management
DnB Asset Management
Norway
$48.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
76
AllianceBernstein
Tennessee
$325M +$78.8M +388,363 +32%
National Pension Service
77
National Pension Service
South Korea
$324M -$333K -1,646 -0.1%
Schroder Investment Management Group
78
Schroder Investment Management Group
United Kingdom
$320M +$14M +69,081 +5%
Principal Financial Group
79
Principal Financial Group
Iowa
$317M -$807K -3,981 -0.3%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$312M -$18.9M -93,040 -6%
Citadel Advisors
81
Citadel Advisors
Florida
$308M +$77.7M +383,143 +34%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$306M -$19.5M -96,024 -6%
Macquarie Group
83
Macquarie Group
Australia
$302M +$13.8M +68,139 +5%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$296M +$69.1M +340,631 +30%
Grantham, Mayo, Van Otterloo & Co (GMO)
85
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$296M +$5.63M +27,747 +2%
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$296M +$161M +793,420 +119%
Canada Pension Plan Investment Board
87
Canada Pension Plan Investment Board
Ontario, Canada
$293M +$97.7M +482,042 +50%
KBC Group
88
KBC Group
Belgium
$284M +$35.4M +174,722 +14%
VanEck Associates
89
VanEck Associates
New York
$281M +$22.4M +110,688 +9%
Stifel Financial
90
Stifel Financial
Missouri
$276M -$981K -4,837 -0.4%
BNP Paribas Asset Management
91
BNP Paribas Asset Management
France
$271M +$41.4M +204,199 +18%
Citigroup
92
Citigroup
New York
$263M +$80.9M +399,133 +44%
William Blair Investment Management
93
William Blair Investment Management
Illinois
$248M +$45.3M +223,430 +22%
DekaBank Deutsche Girozentrale
94
DekaBank Deutsche Girozentrale
Germany
$237M +$15.1M +74,228 +7%
Public Employees Retirement Association of Colorado
95
Public Employees Retirement Association of Colorado
Colorado
$231M -$6.38M -31,457 -3%
Natixis Advisors
96
Natixis Advisors
Massachusetts
$231M +$3.61M +17,819 +2%
Axa
97
Axa
France
$227M +$3.77M +18,600 +2%
SEI Investments
98
SEI Investments
Pennsylvania
$226M +$4.9M +24,177 +2%
MG
99
Meritage Group
California
$211M -$116M -571,359 -35%
New York State Teachers Retirement System (NYSTRS)
100
New York State Teachers Retirement System (NYSTRS)
New York
$207M -$9.38M -46,270 -4%
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4
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