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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 %
NW
1326
Naviter Wealth
Arkansas
$1.05M +$28.2K +139 +3%
RA
1327
RFG Advisory
Alabama
$1.05M +$45.4K +224 +5%
FFA
1328
Farther Finance Advisors
California
$1.05M +$259K +1,279 +33%
PMA
1329
Prudent Man Advisors
Illinois
$1.05M -$21.5K -106 -2%
CPM
1330
Connective Portfolio Management
New York
$1.05M – – –
SC
1331
Syon Capital
California
$1.05M +$1.05M +5,166 New
JF
1332
Jump Financial
Illinois
$1.05M -$2.19M -10,805 -68%
PWPS
1333
Pinnacle Wealth Planning Services
Ohio
$1.04M -$19.7K -97 -2%
APP
1334
Avantax Planning Partners
Iowa
$1.04M -$12K -59 -1%
AF
1335
Aldebaran Financial
$1.04M – – –
AA
1336
Argent Advisors
Louisiana
$1.04M -$16.8K -83 -2%
LFM
1337
Lumina Fund Management
New York
$1.03M – – –
EWA
1338
Etesian Wealth Advisors
Oregon
$1.03M -$15.8K -78 -2%
RMAM
1339
Raab & Moskowitz Asset Management
New Jersey
$1.03M -$14.2K -70 -1%
WAG
1340
Wallace Advisory Group
California
$1.02M -$292K -1,384 -22%
GPA
1341
Guerra Pan Advisors
New Jersey
$1.02M – – –
VWM
1342
Venturi Wealth Management
Texas
$1.02M +$7.1K +35 +0.7%
VIM
1343
VELA Investment Management
Ohio
$1.02M – – –
CCG
1344
Coastwise Capital Group
California
$1.02M -$45K -222 -4%
WG
1345
Winton Group
United Kingdom
$1.01M +$231K +1,138 +29%
DFC
1346
DB Fitzpatrick & Co
Idaho
$1.01M -$572K -2,821 -36%
SG
1347
StoneX Group
New York
$1.01M +$1.83K +9 +0.2%
LB
1348
Legacy Bridge
Iowa
$1.01M – – –
OWA
1349
Octavia Wealth Advisors
Ohio
$1.01M +$20.5K +101 +2%
CT
1350
Coastline Trust
Rhode Island
$1.01M +$105K +516 +12%
52 53
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