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Salesforce
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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 %
OWM
1926
Opes Wealth Management
California
$255K -$31.8K -157 -11%
FAFN
1927
First Affirmative Financial Network
Colorado
$255K +$255K +1,256 New
TFCP
1928
Twin Focus Capital Partners
Massachusetts
$254K -$47.2K -233 -16%
CFO
1929
Collective Family Office
Pennsylvania
$254K -$169K -833 -40%
AFM
1930
Armstrong Fleming & Moore
District of Columbia
$253K – – –
DA
1931
DSC Advisors
Illinois
$252K +$12K +59 +5%
CC
1932
Corton Capital
Ontario, Canada
$252K -$273K -1,344 -52%
FAM
1933
Formidable Asset Management
Ohio
$252K +$10.1K +50 +4%
B
1934
Bellecapital
Switzerland
$251K +$2.64K +13 +1%
SWA
1935
Strata Wealth Advisors
Texas
$251K +$251K +1,237 New
YWM
1936
Yoder Wealth Management
California
$251K +$11K +54 +5%
DCM
1937
DGS Capital Management
New Jersey
$250K +$250K +1,233 New
GMA
1938
Glassy Mountain Advisors
Maryland
$249K – – –
SIC
1939
Sigma Investment Counselors
Michigan
$248K +$45.2K +223 +22%
MBT
1940
Montecito Bank & Trust
California
$248K +$248K +1,222 New
BFC
1941
Bedel Financial Consulting
Indiana
$247K – – –
AWM
1942
AllSquare Wealth Management
New York
$247K -$15.6K -77 -6%
EW
1943
Element Wealth
Mississippi
$247K -$8.92K -44 -3%
FPGK
1944
Financial Partners Group (Kansas)
Kansas
$246K +$3.99K +19 +2%
WAM
1945
Werlinich Asset Management
Connecticut
$245K +$608 +3 +0.2%
WP
1946
WMS Partners
Maryland
$245K -$63.5K -313 -21%
BWP
1947
Balboa Wealth Partners
Arizona
$245K -$97.7K -482 -29%
CPA
1948
Capital Planning Advisors
California
$244K -$2.43K -12 -1%
TNBTD
1949
Trustmark National Bank Trust Department
Mississippi
$243K -$46.6K -230 -16%
DAM
1950
Deltec Asset Management
New York
$243K – – –
76 77
78
79 80