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 %
ITIM
1876
Indiana Trust & Investment Management
Indiana
$286K +$44.6K +220 +19%
SFI
1877
SPC Financial Inc
Maryland
$285K +$1.62K +8 +0.6%
JIC
1878
Joel Isaacson & Co
New York
$285K -$4.06K -20 -1%
KIG
1879
Kennedy Investment Group
New Jersey
$284K -$30.4K -150 -10%
DWM
1880
Dorchester Wealth Management
Quebec, Canada
$284K – – –
FMII
1881
Farmers & Merchants Investments Inc
Nebraska
$283K +$6.29K +31 +2%
IA
1882
IFG Advisors
Missouri
$282K – – –
BCP
1883
Berkeley Capital Partners
Georgia
$281K +$1.42K +7 +0.5%
EP
1884
Eudaimonia Partners
Tennessee
$280K -$12.8K -63 -4%
KA
1885
Klingman & Associates
New York
$280K -$8.72K -43 -3%
CFD
1886
Creative Financial Designs
Indiana
$279K – – –
CC
1887
Callan Capital
California
$278K +$63.9K +315 +30%
PCMC
1888
Private Capital Management (Colorado)
Colorado
$278K +$13.6K +67 +5%
WDL
1889
Well Done LLC
Michigan
$276K -$3.04K -15 -1%
EWM
1890
Evermay Wealth Management
Virginia
$275K -$4.87K -24 -2%
LA
1891
LVW Advisors
New York
$274K +$274K +1,350 New
PAG
1892
Powers Advisory Group
Illinois
$273K – – –
CCM
1893
Consolidated Capital Management
California
$271K +$1.22K +6 +0.5%
ECM
1894
Elgethun Capital Management
South Dakota
$270K – – –
GWS
1895
Glassman Wealth Services
Virginia
$270K +$19.3K +95 +8%
CRWM
1896
Castle Rock Wealth Management
California
$269K +$56.6K +273 +27%
WBCM
1897
Wilson & Boucher Capital Management
California
$269K – – –
FNBSF
1898
First National Bank Sioux Falls
South Dakota
$268K – – –
AT
1899
Arvest Trust
Oklahoma
$267K -$38.5K -190 -13%
FSA
1900
Fort Sheridan Advisors
Illinois
$267K – – –
74 75
76
77 78