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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 %
ISWM
1226
Independent Solutions Wealth Management
New York
$1.31M +$1.1M +5,403 +504%
RGI
1227
River Global Investors
United Kingdom
$1.31M +$100K +493 +8%
VFPI
1228
Vantage Financial Partners (Illinois)
Illinois
$1.3M -$142K -700 -10%
QCG
1229
Quadrant Capital Group
Ohio
$1.3M -$81.3K -401 -6%
SWM
1230
Segment Wealth Management
Texas
$1.3M +$138K +681 +12%
TPWA
1231
TRUE Private Wealth Advisors
Oregon
$1.3M +$24.7K +122 +2%
LJAC
1232
L.J. Altfest & Co
New York
$1.3M +$9.94K +49 +0.8%
CCG
1233
Ceeto Capital Group
Florida
$1.29M – – –
KMWM
1234
Keudell/Morrison Wealth Management
Oregon
$1.29M – – –
FCA
1235
FinTrust Capital Advisors
South Carolina
$1.28M -$19.1K -94 -1%
AB
1236
Atlas Brown
Kentucky
$1.28M +$16K +79 +1%
DA
1237
Duality Advisers
Florida
$1.27M +$1.27M +6,278 New
RPC
1238
Rossmore Private Capital
Connecticut
$1.27M -$2.43K -12 -0.2%
MYIA
1239
Mount Yale Investment Advisors
Colorado
$1.27M +$917K +4,521 +263%
RAM
1240
Ramirez Asset Management
New York
$1.26M +$1.26M +6,236 New
SA
1241
Strategic Advocates
Utah
$1.26M +$1.26M +6,220 New
ATWA
1242
Arbor Trust Wealth Advisors
Michigan
$1.26M +$11.6K +57 +0.9%
PMG
1243
ProVise Management Group
Florida
$1.26M +$16.2K +80 +1%
JPWM
1244
Jamison Private Wealth Management
Georgia
$1.25M +$1.25M +6,172 New
LS
1245
Leelyn Smith
Illinois
$1.24M -$21.1K -104 -2%
SMH
1246
Sanders Morris Harris
Texas
$1.23M – – –
SCP
1247
Shorepoint Capital Partners
Massachusetts
$1.23M +$97.7K +482 +9%
FPF
1248
First Pacific Financial
Washington
$1.23M -$22.5K -111 -2%
GI
1249
GAMCO Investors
Connecticut
$1.22M +$22.7K +112 +2%
PIMJS
1250
PKO Investment Management Joint-Stock
Poland
$1.22M – – –
48 49
50
51 52