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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
$2.99B
2
LPC
Lone Pine Capital
Connecticut
$507M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$296M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$194M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$190M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.59B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.31B
3
State Street
State Street
Massachusetts
$8.96B
4
Invesco
Invesco
Georgia
$684M
5
DnB Asset Management
DnB Asset Management
Norway
$48.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
101
Mitsubishi UFJ Asset Management
Japan
$205M +$13.3M +65,786 +7%
Los Angeles Capital Management
102
Los Angeles Capital Management
California
$202M +$103M +510,261 +105%
RJFSA
103
Raymond James Financial Services Advisors
Florida
$201M +$3.09M +15,251 +2%
Millennium Management
104
Millennium Management
New York
$200M +$124M +612,987 +164%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$198M -$7.64M -37,670 -4%
Robeco Institutional Asset Management
106
Robeco Institutional Asset Management
Netherlands
$195M +$21.1M +104,054 +12%
D.E. Shaw & Co
107
D.E. Shaw & Co
New York
$194M +$156M +768,354 +413%
Man Group
108
Man Group
United Kingdom
$193M -$72.2M -341,708 Closed
PAM
109
Panagora Asset Management
Massachusetts
$192M +$36.9M +181,916 +24%
A
110
AustralianSuper
Australia
$190M +$25.4M +125,033 +15%
Assenagon Asset Management
111
Assenagon Asset Management
Luxembourg
$190M +$146M +718,245 +330%
Swedbank
112
Swedbank
Sweden
$188M +$30.4M +149,881 +19%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$188M +$4.97M +24,525 +3%
VNIM
114
Vaughan Nelson Investment Management
Texas
$188M +$4.92M +24,243 +3%
HA
115
HHLR Advisors
Cayman Islands
$184M -$33.2M -163,900 -15%
Adage Capital Partners
116
Adage Capital Partners
Massachusetts
$183M -$223K -1,100 -0.1%
AQR Capital Management
117
AQR Capital Management
Connecticut
$177M -$4.36M -21,496 -2%
Canada Life
118
Canada Life
Manitoba, Canada
$175M +$11.5M +56,805 +7%
Ensign Peak Advisors
119
Ensign Peak Advisors
Utah
$174M -$7.98M -39,356 -4%
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
$172M +$73.1M +358,983 +74%
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$171M +$5.2M +25,639 +3%
ATO
122
Alecta Tjanstepension Omsesidigt
Sweden
$170M – – –
William Blair & Company
123
William Blair & Company
Illinois
$167M +$1.4M +6,888 +0.8%
Allianz Asset Management
124
Allianz Asset Management
Germany
$165M +$44.7M +220,207 +37%
TG
125
TCW Group
California
$165M -$38.6M -190,592 -19%
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