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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 %
AAP
1001
Ardsley Advisory Partners
Connecticut
$2.21M +$2.21M +10,900 New
MIFH
1002
Migdal Insurance & Financial Holdings
Israel
$2.21M -$562K -2,769 -20%
NLGIA
1003
Nippon Life Global Investors Americas
New York
$2.21M – – –
MWM
1004
Mission Wealth Management
California
$2.21M +$3.45K +17 +0.2%
1WA
1005
180 Wealth Advisors
Washington
$2.2M +$238K +1,175 +12%
GCMG
1006
Gyroscope Capital Management Group
Florida
$2.2M +$1.88M +9,267 +579%
MSK
1007
Melissa S. Kampmann
$2.2M +$2.2M +10,855 New
AUB
1008
Atlantic Union Bankshares
Virginia
$2.2M -$296K -1,461 -12%
RWA
1009
Roberts Wealth Advisors
California
$2.19M +$19K +91 +0.9%
MAS
1010
Meeder Advisory Services
Ohio
$2.19M -$323K -1,592 -13%
DPIM
1011
Duff & Phelps Investment Management
Illinois
$2.18M -$32.9K -162 -1%
AWM
1012
Axxcess Wealth Management
California
$2.18M +$982K +4,843 +82%
LPT
1013
Legacy Private Trust
Wisconsin
$2.17M +$68.1K +336 +3%
BWM
1014
BNC Wealth Management
Oregon
$2.16M +$2.16M +10,647 New
Two Sigma Investments
1015
Two Sigma Investments
New York
$2.16M +$6.69K +33 +0.3%
CCM
1016
Canal Capital Management
Virginia
$2.15M -$62.9K -310 -3%
CIA
1017
Choate Investment Advisors
Massachusetts
$2.15M +$1.66M +8,199 +340%
CHP
1018
Cable Hill Partners
Oregon
$2.15M -$423K -2,085 -16%
MSE
1019
MUFG Securities EMEA
United Kingdom
$2.15M +$135K +665 +7%
TCPG
1020
Trivant Custom Portfolio Group
California
$2.14M +$12.6K +62 +0.6%
SS
1021
Sunbelt Securities
Texas
$2.14M -$75.4K -372 -3%
HS
1022
HighVista Strategies
Massachusetts
$2.12M -$730K -3,600 -26%
KLWA
1023
Kelly Lawrence W & Associates
California
$2.12M -$60.8K -300 -3%
WSCM
1024
Wellington Shields Capital Management
New York
$2.12M -$27.8K -137 -1%
GL
1025
Graypoint LLC
New York
$2.12M +$129K +634 +6%
39 40
41
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