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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 %
DWA
976
Douglass Winthrop Advisors
New York
$2.37M +$59.8K +295 +3%
CBB
977
Citizens Business Bank
California
$2.36M -$168K -829 -7%
WIM
978
Waverton Investment Management
United Kingdom
$2.35M -$153K -755 -6%
TAM
979
Trust Asset Management
Texas
$2.35M – – –
KA
980
Kovack Advisors
Florida
$2.34M +$46.2K +228 +2%
HFRG
981
Houlihan Financial Resource Group
Virginia
$2.33M -$62.2M -308,257 -96%
CAM
982
Centre Asset Management
New York
$2.33M -$82.9K -409 -3%
SCM
983
Stevens Capital Management
Pennsylvania
$2.33M +$2.33M +11,486 New
LS
984
Livforsakringsbolaget Skandia
Sweden
$2.32M -$101K -500 -4%
VI
985
Versor Investments
New York
$2.31M +$2.31M +11,396 New
AIP
986
Ameritas Investment Partners
Nebraska
$2.29M -$78.5K -387 -3%
VCM
987
Verde Capital Management
Michigan
$2.28M -$288K -1,422 -11%
CNC
988
Citizens & Northern Corp
Pennsylvania
$2.27M -$7.3K -36 -0.3%
FWM
989
Finer Wealth Management
Massachusetts
$2.27M +$78.5K +387 +4%
BMCM
990
Bryn Mawr Capital Management
Pennsylvania
$2.26M +$588K +2,899 +35%
CCIA
991
Campbell & Co Investment Adviser
Maryland
$2.26M +$1.45M +7,135 +179%
MA
992
Mutual Advisors
Nebraska
$2.25M +$387K +1,909 +21%
MOS
993
MGO One Seven
Ohio
$2.25M +$263K +1,296 +13%
LSAG
994
Lake Street Advisors Group
New Hampshire
$2.24M +$90K +444 +4%
HW
995
Hancock Whitney
Mississippi
$2.24M +$219K +1,078 +11%
IAS
996
Insigneo Advisory Services
Florida
$2.23M -$220K -1,084 -9%
AF
997
Ally Financial
Michigan
$2.23M -$9.94M -49,000 -82%
PCH
998
PGIM Custom Harvest
New Jersey
$2.22M -$4.06K -20 -0.2%
PWAG
999
Polaris Wealth Advisory Group
California
$2.22M +$581K +2,864 +35%
HG
1000
Herbst Group
Connecticut
$2.21M +$122K +600 +6%
38 39
40
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