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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 %
PAM
1351
Paradigm Asset Management
New York
$1M – – –
FMTC
1352
Farmers & Merchants Trust Company
California
$1M -$178K -878 -15%
FFN
1353
Focus Financial Network
Minnesota
$1M +$15.4K +76 +2%
BOM
1354
Bank of Marin
California
$999K -$71.4K -352 -7%
BLC
1355
Brown, Lisle/Cummings
Rhode Island
$997K +$40.6K +200 +4%
CAM
1356
Congress Asset Management
Massachusetts
$997K – – –
RWA
1357
Rainsberger Wealth Advisors
Colorado
$995K +$3.85K +19 +0.4%
PPW
1358
Parcion Private Wealth
Washington
$994K -$4.26K -21 -0.4%
AWA
1359
Aaron Wealth Advisors
Illinois
$993K -$111K -546 -10%
FIM
1360
Freedom Investment Management
Connecticut
$989K -$126K -620 -11%
SIG
1361
Sargent Investment Group
Maryland
$988K +$56K +276 +6%
BO
1362
Bank OZK
Arkansas
$987K -$712K -3,513 -42%
OAM
1363
Occidental Asset Management
California
$984K -$324K -1,600 -25%
EI
1364
Ellevest Inc
New York
$983K +$44.4K +219 +5%
OIS
1365
Okabena Investment Services
Minnesota
$983K -$62.5K -308 -6%
WAOI
1366
Wealth Advisors of Iowa
Iowa
$982K – – –
HCM
1367
Highlander Capital Management
New Jersey
$982K – – –
PWM
1368
Peterson Wealth Management
Nevada
$980K +$29K +143 +3%
EWA
1369
Exencial Wealth Advisors
Oklahoma
$980K -$14.8K -73 -1%
SSWM
1370
Smith Salley Wealth Management
North Carolina
$975K +$44.6K +220 +5%
RBC
1371
Romano Brothers & Co
Illinois
$970K +$123K +605 +14%
CWM
1372
Cornerstone Wealth Management
Missouri
$967K +$5.07K +25 +0.5%
HIM
1373
Hillsdale Investment Management
Ontario, Canada
$966K +$284K +1,400 +42%
JFG
1374
Jefferies Financial Group
New York
$962K -$12.8M -63,249 -93%
ACM
1375
Ayrshire Capital Management
Connecticut
$961K +$1.42K +7 +0.1%
53 54
55
56 57