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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 %
MCM
1401
Mainstay Capital Management
Michigan
$918K -$221K -1,088 -19%
SAG
1402
SageView Advisory Group
California
$917K +$421K +2,077 +85%
MIM
1403
Moseley Investment Management
Florida
$916K -$8.31K -41 -0.9%
BCM
1404
Brown Capital Management
Maryland
$913K -$59.8K -295 -6%
MFS
1405
Monetta Financial Services
Illinois
$913K – – –
GLR
1406
Great Lakes Retirement
Ohio
$910K +$52.5K +259 +6%
PTP
1407
Platform Technology Partners
New York
$907K +$205K +1,012 +29%
BFW
1408
Brady Family Wealth
Missouri
$905K +$103K +508 +13%
FTWA
1409
Fifth Third Wealth Advisors
Ohio
$896K +$896K +4,418 New
DC
1410
Davenport & Co
Virginia
$894K +$183K +901 +26%
SFCL
1411
Strengthening Families & Communities LLC
Massachusetts
$892K +$30K +148 +3%
CW
1412
CIC Wealth
Maryland
$891K +$18.3K +90 +2%
GAG
1413
Goodman Advisory Group
Massachusetts
$889K -$16.6K -82 -2%
NA
1414
Navellier & Associates
Nevada
$878K +$878K +4,330 New
GT
1415
Glenview Trust
Kentucky
$878K +$113K +555 +15%
AFG
1416
Alterity Financial Group
Maine
$876K -$598K -2,950 -41%
CFP
1417
Catalyst Financial Partners
Massachusetts
$875K +$181K +891 +26%
BL
1418
BFSG LLC
California
$874K -$31.4K -155 -3%
T
1419
TRUADVICE
Florida
$871K +$47.9K +224 +6%
IRC
1420
Investors Research Corp
Georgia
$870K +$811 +4 +0.1%
SVCP
1421
Silicon Valley Capital Partners
California
$870K +$118K +581 +16%
JWS
1422
Juncture Wealth Strategies
Arizona
$867K +$287K +1,413 +49%
OTL
1423
Oak Thistle LLC
New York
$864K +$864K +4,263 New
FAG
1424
Fortitude Advisory Group
Washington
$863K -$102K -504 -11%
HH
1425
Hilltop Holdings
Texas
$861K +$128K +629 +17%
55 56
57
58 59