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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 %
LDB
1826
Lee, Danner & Bass
Tennessee
$307K – – –
MSA
1827
Marino Stram & Associates
Massachusetts
$307K – – –
FWM
1828
FFT Wealth Management
Pennsylvania
$307K +$54.3K +268 +22%
RIS
1829
Retirement Income Solutions
Michigan
$306K – – –
JCM
1830
Jacobsen Capital Management
Utah
$306K +$608 +3 +0.2%
FHC
1831
First Heartland Consultants
Missouri
$305K +$31.4K +155 +11%
AAP
1832
Aristotle Atlantic Partners
Florida
$304K – – –
AGA
1833
Arkos Global Advisors
Texas
$304K +$304K +1,498 New
CH
1834
Canton Hathaway
Rhode Island
$302K -$2.03K -10 -0.7%
BDS
1835
Banco de Sabadell
Florida
$302K +$36.5K +180 +14%
AWE
1836
Avidian Wealth Enterprises
Texas
$302K -$7.91M -39,026 -96%
HNW
1837
High Note Wealth
Minnesota
$302K +$9.94K +49 +3%
CCM
1838
Carlson Capital Management
Minnesota
$301K +$301K +1,485 New
CM
1839
Capula Management
Cayman Islands
$301K +$301K +1,482 New
JSL
1840
JT Stratford LLC
Georgia
$300K -$527K -2,601 -64%
PA
1841
PFG Advisors
Arizona
$300K -$85.6K -422 -22%
NPA
1842
Nichols & Pratt Advisers
Massachusetts
$300K -$507K -2,500 -63%
OWA
1843
Outlook Wealth Advisors
Texas
$299K +$68.3K +337 +30%
WCM
1844
Windsor Capital Management
Arizona
$299K +$299K +1,475 New
PAG
1845
Paladin Advisory Group
Iowa
$299K – – –
LSA
1846
Lion Street Advisors
Texas
$299K -$61.8K -305 -17%
SCG
1847
Sonata Capital Group
Washington
$297K -$56.1K -277 -16%
GD
1848
Grandfield & Dodd
New York
$297K -$4.06K -20 -1%
WA
1849
Waddell & Associates
Tennessee
$297K – – –
TWM
1850
Tradition Wealth Management
Minnesota
$296K +$7.09K +35 +2%
72 73
74
75 76