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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 %
LCGC
1376
Legacy Capital Group California
California
$960K +$14.8K +73 +2%
LFA
1377
Legacy Financial Advisors
Kentucky
$959K +$174K +858 +22%
DI
1378
Diligent Investors
California
$959K -$30.4K -150 -3%
CFG
1379
Cooper Financial Group
California
$957K -$41.6K -205 -4%
SSWG
1380
Seven Springs Wealth Group
Tennessee
$956K +$9.94K +49 +1%
AFS
1381
Aft Forsyth & Sober
Florida
$953K – – –
OWP
1382
Old Well Partners
North Carolina
$953K – – –
PFWA
1383
Paces Ferry Wealth Advisors
Georgia
$952K -$16.4K -81 -2%
LHC
1384
Little House Capital
Massachusetts
$952K +$386K +1,902 +68%
OCM
1385
Orion Capital Management
California
$951K -$138K -680 -13%
NFG
1386
Nations Financial Group
Iowa
$950K +$13.4K +66 +1%
WIM
1387
Westside Investment Management
California
$947K – – –
WWM
1388
Wolff Wiese Magana
California
$940K -$65.5K -323 -7%
SPA
1389
Sherbrooke Park Advisers
New York
$939K +$351K +1,729 +60%
HPC
1390
HM Payson & Co
Maine
$935K +$9.53K +47 +1%
CMI
1391
Clare Market Investments
Texas
$934K -$108K -535 -10%
WPWM
1392
Western Pacific Wealth Management
Illinois
$932K +$13.2K +65 +1%
HIP
1393
HUB Investment Partners
Texas
$928K +$116K +574 +14%
AC
1394
Avestar Capital
New York
$928K +$77.1K +380 +9%
GDP
1395
Great Diamond Partners
Maine
$926K -$81.1K -400 -8%
DP
1396
Denver PWM
Colorado
$925K – – –
PA
1397
PSI Advisors
Florida
$923K +$24.7K +122 +3%
OQS
1398
Occudo Quantitative Strategies
Florida
$920K +$920K +4,538 New
MSAM
1399
Moloney Securities Asset Management
Missouri
$918K +$90.8K +448 +11%
HAG
1400
HF Advisory Group
Maryland
$918K +$148K +720 +19%
54 55
56
57 58