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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 %
DWM
1601
Drive Wealth Management
Utah
$534K -$60.4K -298 -10%
WCFA
1602
Walkner Condon Financial Advisors
Wisconsin
$534K +$15K +74 +3%
SIM
1603
Studio Investment Management
Illinois
$532K -$102K -503 -16%
SIA
1604
Soltis Investment Advisors
Utah
$531K +$43K +212 +9%
CF
1605
Cantor Fitzgerald
New York
$531K -$26.4K -130 -5%
FWP
1606
FAS Wealth Partners
Kansas
$528K +$3.45K +17 +0.7%
GSC
1607
Grey Street Capital
Illinois
$527K – – –
MTWM
1608
Masso Torrence Wealth Management
New Jersey
$527K -$14.4K -71 -3%
HTC
1609
Haverford Trust Company
Pennsylvania
$525K -$40.6K -200 -7%
CP
1610
Covenant Partners
Tennessee
$522K -$103K -510 -17%
VC
1611
Vicus Capital
Pennsylvania
$522K +$316K +1,558 +153%
KFI
1612
Key Financial Inc
Pennsylvania
$521K – – –
KA
1613
Kozak & Associates
Colorado
$520K +$16.8K +81 +3%
FCBT
1614
First Citizens Bank & Trust
North Carolina
$520K -$439K -2,165 -46%
NGA
1615
Naples Global Advisors
Florida
$519K +$73.6K +363 +17%
RIP
1616
RAM Investment Partners
Washington
$518K -$14.6K -72 -3%
WJWM
1617
Williams Jones Wealth Management
New York
$517K -$322K -1,589 -38%
GI
1618
Gradient Investments
Minnesota
$516K +$19.9K +98 +4%
WTA
1619
Washington Trust Advisors
Massachusetts
$514K +$9.12K +45 +2%
VCM
1620
Virtue Capital Management
Tennessee
$514K – – –
CCA
1621
Childress Capital Advisors
Texas
$514K +$514K +2,534 New
FFC
1622
First Financial Corp
Indiana
$513K +$59K +291 +13%
BFM
1623
Boothbay Fund Management
New York
$512K -$3.18M -15,699 -86%
SWM
1624
Silverlake Wealth Management
Vermont
$511K +$127K +626 +33%
HL
1625
HeadInvest LLC
Maine
$511K -$4.48K -22 -0.9%
63 64
65
66 67