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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 %
LFA
1951
Landmark Financial Advisors
Kentucky
$243K +$1.83K +9 +0.8%
LFG
1952
Larson Financial Group
Missouri
$243K -$36.1K -178 -13%
JF
1953
JSF Financial
California
$243K -$4.87K -24 -2%
APG
1954
Abacus Planning Group
South Carolina
$243K – – –
PCM
1955
Princeton Capital Management
New Jersey
$243K – – –
SG
1956
Somerset Group
Minnesota
$243K -$24.3K -120 -9%
XC
1957
XY Capital
Hong Kong
$243K +$153K +754 +171%
FOA
1958
Five Oceans Advisors
California
$242K +$203 +1 +0.1%
FWCM
1959
Ferguson Wellman Capital Management
Oregon
$242K -$57K -281 -19%
KA
1960
Kure Advisory
Minnesota
$242K +$242K +1,192 New
FMC
1961
First Merchants Corp
Indiana
$242K -$6.49K -32 -3%
GCA
1962
Gradient Capital Advisors
California
$241K +$39.7K +196 +20%
NSIM
1963
North Star Investment Management
Illinois
$241K +$24.3K +120 +11%
SAG
1964
Spotlight Asset Group
Illinois
$240K – – –
CSB
1965
City State Bank
Iowa
$240K – – –
TWA
1966
Talisman Wealth Advisors
New Jersey
$240K – – –
ETCM
1967
Evolutionary Tree Capital Management
Virginia
$239K – – –
KCPG
1968
Kavar Capital Partners Group
Kansas
$239K -$35.9K -177 -13%
JSW
1969
Journey Strategic Wealth
New Jersey
$238K -$1.22K -6 -0.5%
HC
1970
Hamilton Capital
Ohio
$237K +$5.88K +29 +3%
CAGAS
1971
Capital Advisory Group Advisory Services
Minnesota
$237K +$237K +1,168 New
CNBTD
1972
Citizens National Bank Trust Department
Mississippi
$237K +$3.45K +17 +1%
AWM
1973
Aprio Wealth Management
Georgia
$237K +$237K +1,167 New
HWA
1974
Heritage Wealth Advisors
Virginia
$233K -$12.8K -63 -5%
LF
1975
Lantz Financial
Illinois
$233K +$406 +2 +0.2%
77 78
79
80 81