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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 %
EWA
1726
Encompass Wealth Advisors
Oregon
$390K +$4.06K +20 +1%
CWM
1727
Connecticut Wealth Management
Connecticut
$390K +$1.22K +6 +0.3%
CAM
1728
Cubic Asset Management
Massachusetts
$389K +$24.3K +120 +7%
SFG
1729
Synergy Financial Group
California
$389K -$16K -79 -4%
CIA
1730
Cape Investment Advisory
Georgia
$388K +$4.87K +24 +1%
SWA
1731
SOA Wealth Advisors
New York
$388K -$5.68K -28 -1%
MM
1732
MQS Management
New York
$387K +$387K +1,910 New
ACM
1733
Arcataur Capital Management
Wisconsin
$386K – – –
AT
1734
Arden Trust
Delaware
$386K -$22.3K -110 -5%
WAG
1735
Winthrop Advisory Group
Massachusetts
$384K -$37.1K -183 -9%
BBI
1736
Baxter Bros Inc
Connecticut
$384K +$3.24K +16 +0.9%
WA
1737
WBH Advisory
Maryland
$384K +$148K +732 +63%
KFGK
1738
Keystone Financial Group (Kentucky)
Kentucky
$384K -$17.6K -87 -4%
MIP
1739
Mondrian Investment Partners
United Kingdom
$383K – – –
ZIG
1740
Zullo Investment Group
Pennsylvania
$383K +$40.4K +199 +12%
BPFA
1741
Barnes Pettey Financial Advisors
Mississippi
$382K -$101K -500 -21%
ACM
1742
Ategra Capital Management
Virginia
$381K – – –
BIA
1743
Bigelow Investment Advisors
Maine
$381K +$5.48K +27 +1%
CIM
1744
Contravisory Investment Management
Massachusetts
$381K -$14.4K -71 -4%
BOPW
1745
Brandywine Oak Private Wealth
Pennsylvania
$380K -$81.1K -400 -18%
EL
1746
Essex LLC
Illinois
$379K -$25.3K -125 -6%
BW
1747
Bison Wealth
Georgia
$377K -$45.8K -226 -11%
CC
1748
Claybrook Capital
Massachusetts
$377K -$627K -3,093 -62%
AT
1749
Avalon Trust
New Mexico
$376K – – –
BFG
1750
Berger Financial Group
Minnesota
$375K +$4.06K +20 +1%
68 69
70
71 72