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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
MA
1001
Mutual Advisors
Nebraska
$2.25M +$412K +1,909 +21%
MOS
1002
MGO One Seven
Ohio
$2.25M +$280K +1,296 +13%
LSAG
1003
Lake Street Advisors Group
New Hampshire
$2.24M +$95.9K +444 +4%
HW
1004
Hancock Whitney
Mississippi
$2.24M +$233K +1,078 +11%
IAS
1005
Insigneo Advisory Services
Florida
$2.23M -$234K -1,084 -9%
AF
1006
Ally Financial
Michigan
$2.23M -$10.6M -49,000 -82%
PCH
1007
PGIM Custom Harvest
New Jersey
$2.22M -$4.32K -20 -0.2%
PWAG
1008
Polaris Wealth Advisory Group
California
$2.22M +$619K +2,864 +35%
HG
1009
Herbst Group
Connecticut
$2.21M +$130K +600 +6%
AAP
1010
Ardsley Advisory Partners
Connecticut
$2.21M +$2.36M +10,900 New
MIFH
1011
Migdal Insurance & Financial Holdings
Israel
$2.21M -$598K -2,769 -20%
NLGIA
1012
Nippon Life Global Investors Americas
New York
$2.21M – – –
MWM
1013
Mission Wealth Management
California
$2.21M +$3.67K +17 +0.2%
1WA
1014
180 Wealth Advisors
Washington
$2.2M +$254K +1,175 +12%
GCMG
1015
Gyroscope Capital Management Group
Florida
$2.2M +$2M +9,267 +579%
MSK
1016
Melissa S. Kampmann
$2.2M +$2.35M +10,855 New
AUB
1017
Atlantic Union Bankshares
Virginia
$2.2M -$316K -1,461 -12%
RWA
1018
Roberts Wealth Advisors
California
$2.19M +$19.7K +91 +0.9%
MAS
1019
Meeder Advisory Services
Ohio
$2.19M -$344K -1,592 -13%
DPIM
1020
Duff & Phelps Investment Management
Illinois
$2.18M -$35K -162 -1%
AWM
1021
Axxcess Wealth Management
California
$2.18M +$1.05M +4,843 +82%
LPT
1022
Legacy Private Trust
Wisconsin
$2.17M +$72.6K +336 +3%
BWM
1023
BNC Wealth Management
Oregon
$2.16M +$2.3M +10,647 New
Two Sigma Investments
1024
Two Sigma Investments
New York
$2.16M +$7.13K +33 +0.3%
CCM
1025
Canal Capital Management
Virginia
$2.15M -$67K -310 -3%
39 40
41
42 43

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.