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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 %
WFI
1851
West Family Investments
California
$296K -$84.4K -416 -22%
VCG
1852
Vantage Consulting Group
Virginia
$296K -$11.6K -57 -4%
SA
1853
Syntax Advisors
New York
$296K -$11.6K -57 -4%
WPC
1854
White Pine Capital
Minnesota
$296K +$97.1K +479 +49%
MAM
1855
Meeder Asset Management
Ohio
$296K -$17.8K -88 -6%
WPC
1856
Waters Parkerson & Co
Louisiana
$295K -$6.07K -30 -2%
MSFS
1857
Main Street Financial Solutions
Pennsylvania
$295K +$2.23K +11 +0.8%
AA
1858
Advisory Alpha
Michigan
$293K +$293K +1,445 New
CPC
1859
Cookson Peirce & Co
Pennsylvania
$293K -$5.68K -28 -2%
FRA
1860
Frank Rimerman Advisors
California
$293K – – –
PWS
1861
Precision Wealth Strategies
Missouri
$293K +$293K +1,443 New
DIM
1862
DC Investments Management
Virginia
$292K – – –
ATC
1863
Adirondack Trust Company
New York
$292K – – –
TWA
1864
TCI Wealth Advisors
Arizona
$292K +$1.22K +6 +0.4%
BW
1865
BIP Wealth
Georgia
$292K +$78.7K +388 +37%
RWPA
1866
Richard W. Paul & Associates
Michigan
$291K -$10.3K -51 -3%
SWP
1867
Semus Wealth Partners
Florida
$291K +$2.43K +12 +0.8%
VC
1868
Veery Capital
Delaware
$290K – – –
LPAM
1869
Lodestar Private Asset Management
California
$289K -$5.68K -28 -2%
ACA
1870
Aspire Capital Advisors
Washington
$288K +$3.85K +19 +1%
CFO
1871
CVA Family Office
Colorado
$288K +$14K +69 +5%
CA
1872
Continuum Advisory
Idaho
$287K -$2.43K -12 -0.8%
CAMV
1873
Concord Asset Management (Virginia)
Virginia
$287K +$287K +1,415 New
CCA
1874
Cobblestone Capital Advisors
New York
$287K -$811 -4 -0.3%
H
1875
HoyleCohen
California
$286K -$2.43K -12 -0.8%
73 74
75
76 77