CRM icon

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 %
FC
1701
Fulcrum Capital
Washington
$418K -$126K -622 -23%
AIMC
1702
Alley Investment Management Company
Illinois
$418K +$12.2K +60 +3%
WAAG
1703
Wealth Alliance Advisory Group
Kansas
$417K +$36.9K +182 +10%
SSWM
1704
Sheets Smith Wealth Management
North Carolina
$416K +$416K +2,053 New
SWP
1705
Strategic Wealth Partners
Ohio
$416K +$11.2K +55 +3%
IF
1706
Intrua Financial
Texas
$414K -$7.71K -38 -2%
CFSG
1707
Community Financial Services Group
Vermont
$413K +$413K +2,039 New
IGGA
1708
Iron Gate Global Advisors
Utah
$413K -$12.4K -61 -3%
BBW
1709
Blue Barn Wealth
Utah
$408K +$1.62K +8 +0.4%
TSS
1710
Two Sigma Securities
New York
$408K -$7.13M -35,148 -95%
EFS
1711
Essex Financial Services
Connecticut
$408K +$1.01K +5 +0.2%
BC
1712
Brio Consultants
California
$408K +$82.1K +405 +25%
PWS
1713
Peterson Wealth Services
Utah
$405K +$18.7K +92 +5%
GFS
1714
GYL Financial Synergies
Connecticut
$404K +$16.4K +81 +4%
EHWM
1715
Eads & Heald Wealth Management
Georgia
$404K -$20.3K -100 -5%
RA
1716
Rational Advisors
New York
$403K -$1.07M -5,274 -73%
SC
1717
Saiph Capital
New Jersey
$402K -$32.2K -159 -7%
BFA
1718
Beaumont Financial Advisors
Massachusetts
$401K -$9.53K -47 -2%
AC
1719
Avory & Company
Florida
$401K -$222K -1,097 -36%
AFP
1720
Ausdal Financial Partners
Iowa
$399K +$35.1K +173 +10%
BBNA
1721
Bremer Bank National Association
Minnesota
$399K -$16.6K -82 -4%
EL
1722
EWA LLC
Pennsylvania
$398K +$95.8K +445 +32%
DBRC
1723
D.B. Root & Company
Pennsylvania
$392K -$6.29K -31 -2%
IA
1724
IFG Advisory
Georgia
$391K +$391K +1,927 New
HI
1725
Harbour Investments
Wisconsin
$391K +$108K +535 +38%
67 68
69
70 71