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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 %
CI
1251
Conning Inc
Connecticut
$1.21M +$8.11K +40 +0.7%
PL
1252
Plancorp LLC
Missouri
$1.21M +$50.7K +250 +4%
COCM
1253
Charter Oak Capital Management
New Hampshire
$1.21M – – –
AWA
1254
Arete Wealth Advisors
Illinois
$1.21M +$169K +835 +16%
DCM
1255
Donaldson Capital Management
Indiana
$1.21M +$41K +202 +4%
JGCM
1256
Joseph Group Capital Management
Ohio
$1.21M +$46K +227 +4%
SC
1257
Saturna Capital
Washington
$1.21M -$10.1K -50 -0.8%
WRPWM
1258
Werba Rubin Papier Wealth Management
California
$1.21M +$19.3K +95 +2%
IAIM
1259
International Assets Investment Management
Florida
$1.2M +$198K +978 +20%
SSI
1260
Scott & Selber Inc
Texas
$1.2M -$2.03K -10 -0.2%
CL
1261
Choreo LLC
Illinois
$1.19M +$35.5K +175 +3%
IIM
1262
Ironwood Investment Management
Massachusetts
$1.19M -$8.11K -40 -0.7%
RCA
1263
Riverview Capital Advisers
Massachusetts
$1.19M -$4.06K -20 -0.3%
TAM
1264
Trillium Asset Management
Massachusetts
$1.18M -$35.3K -174 -3%
CT
1265
Chicago Trust
Illinois
$1.18M +$8.52K +42 +0.7%
EIA
1266
Eastover Investment Advisors
North Carolina
$1.18M +$49.5K +244 +4%
ATPW
1267
Ashton Thomas Private Wealth
Arizona
$1.18M +$299K +1,474 +34%
EAM
1268
EFG Asset Management
Oregon
$1.18M +$134K +662 +13%
BL
1269
Balentine LLC
Georgia
$1.17M +$20.5K +101 +2%
ACS
1270
Archford Capital Strategies
Illinois
$1.17M -$32.4K -160 -3%
CWAG
1271
Compton Wealth Advisory Group
Virginia
$1.17M +$3.04K +15 +0.3%
GW
1272
GW & Wade
Massachusetts
$1.16M +$223K +1,099 +24%
KCM
1273
KRS Capital Management
Michigan
$1.16M +$10.1K +50 +0.9%
BAM
1274
Bosun Asset Management
Illinois
$1.16M -$31.6K -156 -3%
CFG
1275
Carr Financial Group
Massachusetts
$1.16M +$1.66K +8 +0.1%
49 50
51
52 53