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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 %
SJIM
1301
St. Johns Investment Management
Florida
$1.11M -$11.8K -58 -1%
CCB
1302
Country Club Bank
Missouri
$1.11M -$67.5K -332 -6%
CI
1303
CX Institutional
Indiana
$1.1M -$23.1K -114 -2%
CHAM
1304
Clear Harbor Asset Management
Connecticut
$1.1M -$7.1K -35 -0.6%
LWM
1305
Laidlaw Wealth Management
New York
$1.1M -$22.9K -113 -2%
WP
1306
WealthSource Partners
California
$1.09M -$7.5K -37 -0.7%
AFO
1307
Arrowroot Family Office
California
$1.09M -$290K -1,430 -21%
GCP
1308
Garda Capital Partners
Minnesota
$1.09M +$1.09M +5,356 New
CWM
1309
Congress Wealth Management
Massachusetts
$1.09M +$361K +1,779 +50%
BI
1310
Ballast Inc
Kentucky
$1.08M -$56.4K -278 -5%
KP
1311
Keel Point
Alabama
$1.08M +$556K +2,740 +105%
SMFG
1312
Sumitomo Mitsui Financial Group
Japan
$1.08M +$316K +1,557 +41%
TIMH
1313
Tilt Investment Management Holdings
New York
$1.08M – – –
FCP
1314
Fidelis Capital Partners
Florida
$1.08M +$29.9K +148 +3%
RCAG
1315
Rehmann Capital Advisory Group
Michigan
$1.08M -$30.2K -149 -3%
GC
1316
Gilbert & Cook
Iowa
$1.07M +$411K +2,026 +62%
WEG
1317
World Equity Group
Illinois
$1.07M +$27.2K +133 +3%
BC
1318
Bridgefront Capital
Texas
$1.07M +$473K +2,334 +79%
EWM
1319
Empirical Wealth Management
Washington
$1.07M +$342K +1,685 +47%
TSW
1320
Three Seasons Wealth
Utah
$1.07M +$1.07M +5,252 New
SIS
1321
Strategic Investment Solutions
Illinois
$1.06M +$1.04M +4,836 +6,200%
NAS
1322
Nicolet Advisory Services
Wisconsin
$1.06M +$324K +1,605 +44%
9WM
1323
9258 Wealth Management
Ohio
$1.06M +$45K +222 +4%
KTM
1324
Keeler Thomas Management
Utah
$1.06M -$144K -712 -12%
SIA
1325
Strategic Investment Advisors
Michigan
$1.06M -$18.3K -90 -2%
51 52
53
54 55