CRM icon

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 %
RG
1201
Rathbones Group
United Kingdom
$1.38M +$1.15M +5,671 +492%
LSPW
1202
Lake Street Private Wealth
Illinois
$1.38M +$87.6K +431 +7%
RAM
1203
Redmond Asset Management
Virginia
$1.38M +$74.8K +369 +6%
CTFG
1204
Capstone Triton Financial Group
Oklahoma
$1.38M +$38.7K +191 +3%
CA
1205
CoreCap Advisors
Michigan
$1.38M +$1.05M +5,160 +316%
IWA
1206
IBEX Wealth Advisors
New Jersey
$1.38M +$1.38M +6,793 New
TF
1207
TLWM Financial
Texas
$1.38M +$44K +217 +3%
IAS
1208
IMA Advisory Services
Colorado
$1.36M -$23.9K -118 -2%
ES
1209
Eagle Strategies
New York
$1.36M +$63.9K +315 +5%
1W
1210
1776 Wealth
Georgia
$1.35M – – –
HT
1211
Heritage Trust
Oklahoma
$1.35M -$44.6K -220 -3%
GWMIA
1212
Global Wealth Management Investment Advisory
Florida
$1.35M +$54.8K +270 +4%
MCCP
1213
Mission Creek Capital Partners
California
$1.34M +$25.3K +125 +2%
MLL
1214
Moody Lynn & Lieberson
Massachusetts
$1.34M -$3.06M -15,077 -70%
WWM
1215
Western Wealth Management
Colorado
$1.34M +$75.6K +373 +6%
CIA
1216
Capital Investment Advisors
Georgia
$1.34M +$175K +864 +15%
VWA
1217
V Wealth Advisors
Kansas
$1.33M -$1.01M -4,993 -43%
BPCA
1218
Bank Pictet & Cie (Asia)
Singapore
$1.32M -$65.9K -325 -5%
VFA
1219
Voya Financial Advisors
Connecticut
$1.32M -$1.22K -6 -0.1%
CCMG
1220
Clark Capital Management Group
Pennsylvania
$1.32M -$19.5K -96 -1%
WANY
1221
Wealthspire Advisors (New York)
New York
$1.32M -$64.3K -317 -5%
CMTU
1222
Capital Markets Trading (UK)
United Kingdom
$1.32M +$1.02M +5,038 +343%
DA
1223
Doliver Advisors
Texas
$1.32M -$30K -148 -2%
QPW
1224
Quantum Private Wealth
Florida
$1.31M -$613K -3,023 -32%
VCM
1225
Vetamer Capital Management
California
$1.31M -$460K -2,270 -26%
47 48
49
50 51