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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 %
SCA
1501
STALEY CAPITAL ADVISERS
Pennsylvania
$672K +$3.65K +18 +0.5%
FFS
1502
Founders Financial Securities
Maryland
$672K +$45.8K +226 +7%
XF
1503
XML Financial
Maryland
$671K +$22.3K +110 +3%
CBTWT
1504
Community Bank & Trust (Waco, Texas)
Texas
$670K +$117K +815 +21%
FPCP
1505
Fort Point Capital Partners
California
$669K +$9.94K +49 +2%
CFGS
1506
Concourse Financial Group Securities
Alabama
$668K -$86.6K -427 -11%
V
1507
ViaWealth
Kansas
$667K – – –
VEA
1508
Virtus ETF Advisers
New York
$664K -$130K -640 -16%
PSP
1509
Principal Street Partners
Tennessee
$663K -$31.8K -157 -5%
LAM
1510
Lingohr Asset Management
Germany
$661K – – –
SIMG
1511
Sonora Investment Management Group
Arizona
$661K +$54.1K +267 +9%
IDBONY
1512
Israel Discount Bank of New York
New York
$655K -$7.1K -35 -1%
DCM
1513
Dudley Capital Management
Virginia
$654K +$23.3K +115 +4%
MCA
1514
Magnolia Capital Advisors
Mississippi
$654K +$1.4K +7 +0.2%
OW
1515
Olistico Wealth
Oklahoma
$653K +$2.43K +12 +0.4%
RMDI
1516
R.M. Davis Inc
Maine
$652K – – –
ANBT
1517
American National Bank & Trust
Texas
$652K +$6.08K +30 +0.9%
AP
1518
Adero Partners
California
$650K +$165K +815 +34%
PFGIA
1519
Patriot Financial Group Insurance Agency
Massachusetts
$647K +$46.8K +231 +8%
VWA
1520
Visionary Wealth Advisors
Illinois
$644K -$12K -59 -2%
MSWM
1521
McGlone Suttner Wealth Management
Wisconsin
$644K +$1.42K +7 +0.2%
BIM
1522
Bridges Investment Management
Nebraska
$644K -$263K -1,295 -29%
OFS
1523
OneAscent Financial Services
Alabama
$643K +$68.7K +339 +12%
GSWM
1524
Greenup Street Wealth Management
Michigan
$643K +$643K +3,171 New
LWA
1525
Lineweaver Wealth Advisors
Ohio
$643K +$293K +1,443 +84%
59 60
61
62 63