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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 %
MWM
1076
Modera Wealth Management
New Jersey
$1.81M +$470K +2,319 +35%
BAM
1077
Beaumont Asset Management
Texas
$1.8M -$13K -64 -0.7%
PPC
1078
Park Place Capital
Alabama
$1.8M +$463K +2,285 +35%
GSC
1079
G&S Capital
Colorado
$1.79M -$14.2K -70 -0.8%
EFM
1080
E Fund Management
China
$1.79M -$110K -543 -6%
BSB
1081
Bangor Savings Bank
Maine
$1.79M -$26.6K -131 -1%
PTC
1082
Private Trust Company
Ohio
$1.79M -$8.72K -43 -0.5%
BA
1083
Bridgewater Associates
Connecticut
$1.79M +$190K +937 +12%
NB
1084
Nicolet Bankshares
Wisconsin
$1.77M -$927K -4,569 -34%
AG
1085
Ascent Group
Virginia
$1.76M +$846K +4,027 +92%
LMKC
1086
L.M. Kohn & Company
Ohio
$1.75M +$4.06K +20 +0.2%
GI
1087
GS Investments
Minnesota
$1.75M -$9.13K -45 -0.5%
BB
1088
Bell Bank
North Dakota
$1.75M -$16.6K -82 -0.9%
SF
1089
Summit Financial
New Jersey
$1.75M -$1.47M -7,269 -46%
UBG
1090
United Bank (Georgia)
Georgia
$1.74M -$36.1K -178 -2%
HCM
1091
Harvey Capital Management
Florida
$1.74M -$10.1K -50 -0.6%
PVI
1092
Pine Valley Investments
New Jersey
$1.73M +$426K +2,100 +33%
BTI
1093
Blue Trust Inc
Georgia
$1.73M +$125K +590 +8%
B
1094
Barings
North Carolina
$1.71M +$1.28M +6,318 +298%
NF
1095
Nikulski Financial
Iowa
$1.71M +$132K +652 +8%
USCWA
1096
U.S. Capital Wealth Advisors
Texas
$1.71M +$235K +1,160 +16%
GCM
1097
Geneva Capital Management
Wisconsin
$1.71M -$47.5K -234 -3%
OL
1098
Optas LLC
Texas
$1.7M -$42.4K -209 -2%
BCM
1099
BlueCrest Capital Management
Jersey
$1.69M +$1.36M +6,714 +416%
PBT
1100
Pictet Bank & Trust
Bahamas
$1.69M -$84K -414 -5%
42 43
44
45 46