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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 %
ACI
1526
Alpha Cubed Investments
California
$641K +$106K +523 +20%
ICP
1527
Interchange Capital Partners
Pennsylvania
$637K +$118K +579 +23%
WPW
1528
Watershed Private Wealth
Illinois
$630K – – –
CIP
1529
Convergence Investment Partners
Florida
$628K +$14K +69 +2%
BWM
1530
Baron Wealth Management
Michigan
$625K +$2.03K +10 +0.3%
SAM
1531
Shikiar Asset Management
New York
$625K -$418K -2,060 -40%
CPC
1532
Congress Park Capital
New York
$625K -$5.07K -25 -0.8%
S
1533
ShariaPortfolio
Florida
$623K +$623K +3,070 New
AWM
1534
Avitas Wealth Management
California
$622K -$214K -1,054 -26%
GFG
1535
Greystone Financial Group
Michigan
$621K +$163K +804 +36%
CWP
1536
Concord Wealth Partners
Virginia
$621K +$368K +1,813 +145%
BWP
1537
BSW Wealth Partners
Colorado
$618K +$124K +610 +25%
AFG
1538
Atomi Financial Group
New York
$617K +$42.8K +211 +7%
CM
1539
Corvex Management
New York
$615K – – –
MA
1540
Montag & Associates
Georgia
$615K +$126K +622 +26%
LA
1541
Legacy Advisors
Pennsylvania
$613K +$31.2K +154 +5%
PA
1542
Probity Advisors
Texas
$611K -$16.6K -82 -3%
JCM
1543
Janney Capital Management
Pennsylvania
$611K +$20.1K +99 +3%
XT
1544
XTX Topco
Cayman Islands
$610K -$1.28M -6,305 -68%
SOW
1545
State of Wyoming
Wyoming
$608K +$297K +1,467 +96%
NFAM
1546
North Fourth Asset Management
New Jersey
$608K +$608K +3,000 New
LOAMU
1547
Lombard Odier Asset Management (USA)
New York
$608K +$405K +2,000 +200%
SAM
1548
Strategy Asset Managers
California
$608K +$162K +801 +36%
RIA
1549
Realta Investment Advisors
Delaware
$606K -$8.45K -40 -1%
GFP
1550
Gryphon Financial Partners
Ohio
$606K -$12.4K -61 -2%
60 61
62
63 64