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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 %
BRG
1151
Bay Rivers Group
Virginia
$1.51M +$48.5K +239 +3%
AWP
1152
Ascent Wealth Partners
New York
$1.51M +$406 +2 +0%
ANTB
1153
AMG National Trust Bank
Colorado
$1.51M +$507K +2,500 +51%
ACP
1154
Aviance Capital Partners
Florida
$1.5M -$206K -1,018 -12%
MRCM
1155
M&R Capital Management
New Jersey
$1.5M +$183K +901 +14%
SM
1156
Sciencast Management
New Jersey
$1.5M +$389K +1,920 +35%
SVWAG
1157
Sound View Wealth Advisors Group
Georgia
$1.5M +$1.42K +7 +0.1%
TFA
1158
Teamwork Financial Advisors
Texas
$1.5M +$1.5M +7,396 New
CCM
1159
Chickasaw Capital Management
Tennessee
$1.5M – – –
CFFP
1160
Center for Financial Planning
Michigan
$1.49M +$5.48K +27 +0.4%
WGCA
1161
Wolf Group Capital Advisors
Virginia
$1.48M -$43.6K -215 -3%
FWA
1162
FOCUS Wealth Advisors
Texas
$1.48M -$1.22K -6 -0.1%
JDR
1163
Jay D. Rosenbaum
$1.48M -$9.13K -45 -0.6%
AFG
1164
Albion Financial Group
Utah
$1.47M +$312K +1,540 +27%
CFA
1165
Camarda Financial Advisors
Florida
$1.47M +$137K +674 +10%
AP
1166
Americana Partners
Texas
$1.46M +$750K +3,782 +105%
PWM
1167
Pinnacle Wealth Management
California
$1.46M +$1.46M +7,209 New
ARMT
1168
Amica Retiree Medical Trust
Rhode Island
$1.46M – – –
GLAM
1169
Gardner Lewis Asset Management
Pennsylvania
$1.46M -$2.29M -11,307 -61%
CPA
1170
Cardiff Park Advisors
California
$1.46M +$1.46M +7,199 New
EWM
1171
Elmwood Wealth Management
California
$1.46M -$6.08K -30 -0.4%
AAS
1172
Ameritas Advisory Services
Nebraska
$1.46M +$1.11M +5,471 +324%
PJSIMP
1173
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.46M -$16.5K -79 -1%
KFS
1174
Kaizen Financial Strategies
California
$1.45M -$53.7K -265 -4%
BA
1175
Bristlecone Advisors
Washington
$1.45M -$14.8K -73 -1%
45 46
47
48 49