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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 %
DP
1276
Dearborn Partners
Illinois
$1.16M – – –
WA
1277
Wambolt & Associates
Colorado
$1.15M +$5 +4 +0%
IP
1278
Intellectus Partners
California
$1.15M -$14.2K -70 -1%
EWA
1279
EverSource Wealth Advisors
Alabama
$1.15M -$67.5K -333 -6%
BSW
1280
Buckingham Strategic Wealth
Missouri
$1.15M +$7.91K +39 +0.7%
SIM
1281
Sentry Investment Management
Wisconsin
$1.15M +$346K +1,707 +43%
RCG
1282
Regatta Capital Group
California
$1.14M -$14.2K -70 -1%
AWA
1283
Alta Wealth Advisors
Massachusetts
$1.14M – – –
LTI
1284
Laffer Tengler Investments
Tennessee
$1.14M -$247K -1,219 -18%
OHIS
1285
Oak Harvest Investment Services
Texas
$1.14M +$431K +2,127 +61%
CAMG
1286
CWA Asset Management Group
Florida
$1.13M +$148K +731 +15%
SAM
1287
Synergy Asset Management
Washington
$1.13M +$669K +3,299 +144%
BAM
1288
Belpointe Asset Management
Nevada
$1.13M +$83.7K +413 +8%
IFU
1289
iSAM Funds (UK)
United Kingdom
$1.13M +$1.13M +5,567 New
OPW
1290
Oxler Private Wealth
New York
$1.13M – – –
SAM
1291
Secure Asset Management
Michigan
$1.13M +$28.8K +142 +3%
CPIA
1292
Cornell Pochily Investment Advisors
New York
$1.13M -$4.06K -20 -0.4%
LC
1293
Lindbrook Capital
California
$1.12M -$254K -1,251 -18%
LAI
1294
Legal Advantage Investments
California
$1.12M -$6.9K -34 -0.6%
RWB
1295
RMR Wealth Builders
New Jersey
$1.12M +$394K +1,941 +54%
CG
1296
Cynosure Group
Utah
$1.12M -$141K -693 -11%
ACA
1297
Aptus Capital Advisors
Alabama
$1.12M +$683K +3,370 +157%
KAS
1298
KPP Advisory Services
Kentucky
$1.12M +$1.12M +5,517 New
GMF
1299
Grace & Mercy Foundation
New York
$1.12M +$1.12M +5,500 New
GWSG
1300
GPS Wealth Strategies Group
Colorado
$1.11M +$154K +759 +16%
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