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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 %
BWM
1026
Baystate Wealth Management
Massachusetts
$2.12M +$270K +1,332 +15%
MPPLM
1027
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.11M +$299K +1,474 +17%
BCM
1028
Boltwood Capital Management
California
$2.1M -$32.4K -160 -2%
CIC
1029
Cornercap Investment Counsel
Georgia
$2.1M +$68.5K +338 +3%
CIC
1030
Chase Investment Counsel
Virginia
$2.1M -$2.22M -10,934 -51%
FHA
1031
Flagship Harbor Advisors
Massachusetts
$2.09M -$19.9K -98 -0.9%
RWM
1032
Ritholtz Wealth Management
New York
$2.09M +$118K +583 +6%
WF
1033
Welch & Forbes
Massachusetts
$2.08M +$17.8K +88 +0.9%
CI
1034
Cigna Investments
Connecticut
$2.07M -$283K -1,396 -12%
GGI
1035
GPM Growth Investors
Michigan
$2.06M -$28K -138 -1%
SWM
1036
Sculati Wealth Management
Michigan
$2.06M +$97.7K +482 +5%
CIA
1037
Cohen Investment Advisors
New Hampshire
$2.06M -$24.7K -122 -1%
IGAM
1038
iA Global Asset Management
Quebec, Canada
$2.05M +$215K +1,061 +12%
CP
1039
Cumberland Partners
Ontario, Canada
$2.05M +$355K +1,750 +21%
CPC
1040
Consolidated Planning Corp
Georgia
$2.04M +$2.04M +10,061 New
NAG
1041
Northstar Advisory Group
New Jersey
$2.03M -$220K -1,087 -10%
NI
1042
Noked Israel
Israel
$2.03M -$8.51M -41,980 -81%
MUAMU
1043
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.03M +$1.01M +5,000 +100%
AFAS
1044
Acorn Financial Advisory Services
Virginia
$2.02M -$20.5K -101 -1%
TIA
1045
Tiemann Investment Advisors
California
$2.02M -$3.04K -15 -0.2%
CT
1046
Clearstead Trust
Maine
$2.01M +$228K +1,122 +13%
SCP
1047
Stamos Capital Partners
California
$2.01M +$124K +610 +7%
HIS
1048
Horizon Investment Services
Indiana
$2M +$2M +9,887 New
VAS
1049
Vestmark Advisory Solutions
Massachusetts
$2M -$4.29M -21,152 -68%
DIM
1050
Delta Investment Management
California
$2M +$1.73M +8,545 +655%
40 41
42
43 44