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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 %
SFS
1651
Stiles Financial Services
Minnesota
$472K -$183K -900 -28%
NL
1652
NWAM LLC
Washington
$471K -$78.7K -388 -14%
SC
1653
Sonen Capital
California
$470K – – –
PNC
1654
Park National Corp
Ohio
$467K +$20.3K +100 +5%
BTW
1655
Boston Trust Walden
Massachusetts
$467K – – –
PA
1656
Parkside Advisors
California
$466K – – –
IHL
1657
Investment House LLC
California
$465K -$54.1K -267 -10%
IWA
1658
IVC Wealth Advisors
Pennsylvania
$465K -$2.03K -10 -0.4%
ARC
1659
Advisor Resource Council
Texas
$464K -$22.9K -113 -5%
RWP
1660
RWA Wealth Partners
Massachusetts
$462K +$462K +2,280 New
MMG
1661
Monetary Management Group
Missouri
$461K +$65.9K +325 +17%
BFC
1662
Blue Fin Capital
Rhode Island
$461K +$29.2K +144 +7%
CIAS
1663
Capital Investment Advisory Services
North Carolina
$461K +$31.8K +157 +7%
GWM
1664
Greenwich Wealth Management
Connecticut
$459K +$2.84K +14 +0.6%
RGC
1665
Roberts, Glore & Co
Illinois
$458K -$15.8K -78 -3%
PWM
1666
Prentice Wealth Management
New York
$457K +$4.46K +22 +1%
NWMG
1667
National Wealth Management Group
Ohio
$457K +$457K +2,254 New
NWA
1668
New World Advisors
Massachusetts
$455K -$1.42K -7 -0.3%
DFA
1669
Delta Financial Advisors
Louisiana
$453K – – –
RC
1670
Rovin Capital
Arizona
$450K -$154K -759 -25%
CAG
1671
Csenge Advisory Group
Florida
$449K +$44K +217 +11%
CWM
1672
Centurion Wealth Management
Virginia
$449K -$608 -3 -0.1%
IC
1673
Inscription Capital
Texas
$448K -$129K -635 -22%
CWS
1674
Confluence Wealth Services
Pennsylvania
$448K +$69.8K +344 +18%
PHIC
1675
Pine Haven Investment Counsel
Massachusetts
$443K +$40.4K +199 +10%
65 66
67
68 69