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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 %
AAM
1051
Alphadyne Asset Management
New York
$1.98M +$1.57M +7,756 +389%
AMCA
1052
Arthur M. Cohen & Associates
Illinois
$1.96M +$5.07K +25 +0.3%
IFWM
1053
Institute for Wealth Management
Colorado
$1.96M -$40.4K -199 -2%
CC
1054
Centiva Capital
New York
$1.95M -$2.49M -12,290 -56%
CF
1055
Centaurus Financial
California
$1.95M -$555K -2,738 -22%
NP
1056
NorthRock Partners
Minnesota
$1.94M +$816K +4,023 +72%
FMLI
1057
Fukoku Mutual Life Insurance
Japan
$1.92M +$645K +3,179 +50%
AFC
1058
AFT Forsyth & Company
Florida
$1.91M +$49.7K +245 +3%
PH
1059
Pinnacle Holdings
Oklahoma
$1.91M -$215K -1,062 -10%
WI
1060
Wintrust Investments
Illinois
$1.9M +$399K +1,965 +26%
ISL
1061
Ingalls & Snyder LLC
New York
$1.9M -$130K -643 -6%
ONSWM
1062
Old North State Wealth Management
North Carolina
$1.9M +$15.2K +75 +0.8%
PVH
1063
Psagot Value Holdings
Israel
$1.9M +$183K +900 +11%
JHCP
1064
Jackson Hole Capital Partners
Oklahoma
$1.89M -$169K -831 -8%
TWM
1065
TriaGen Wealth Management
California
$1.88M +$1.88M +9,288 New
FB
1066
Fulton Bank
Pennsylvania
$1.88M -$18.7K -92 -1%
AL
1067
Aspiriant LLC
California
$1.88M -$645K -3,181 -26%
MIH
1068
Meitav Investment House
Israel
$1.88M -$997K -4,911 -35%
BOSSRA
1069
B.O.S.S. Retirement Advisors
Utah
$1.87M +$175K +863 +10%
AI
1070
Atom Investors
Texas
$1.86M +$858K +4,230 +85%
OHWP
1071
Oak Harbor Wealth Partners
North Carolina
$1.86M +$24.1K +119 +1%
TSWM
1072
Triangle Securities Wealth Management
North Carolina
$1.85M +$2.43K +12 +0.1%
NP
1073
Nilsine Partners
Colorado
$1.84M +$249K +1,226 +16%
PWP
1074
Principle Wealth Partners
Connecticut
$1.84M +$57.4K +283 +3%
TCM
1075
Teza Capital Management
Illinois
$1.82M +$1.54M +7,584 +549%
41 42
43
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