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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
$2.99B
2
LPC
Lone Pine Capital
Connecticut
$507M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$296M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$194M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$190M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.59B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.31B
3
State Street
State Street
Massachusetts
$8.96B
4
Invesco
Invesco
Georgia
$684M
5
DnB Asset Management
DnB Asset Management
Norway
$48.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
176
Squarepoint
New York
$95.7M +$33.3M +164,009 +53%
MNG
177
Manning & Napier Group
New York
$94.1M -$4.17M -20,585 -4%
NCM
178
Nellore Capital Management
California
$93.5M -$3.04M -15,000 -3%
FGAM
179
Financial Gravity Asset Management
Texas
$91.4M +$87.2M +102,331 +2,060%
US Bancorp
180
US Bancorp
Minnesota
$90.1M +$1.75M +8,635 +2%
Truist Financial
181
Truist Financial
North Carolina
$89.6M +$19.8M +97,453 +28%
Treasurer of the State of North Carolina
182
Treasurer of the State of North Carolina
North Carolina
$87.9M +$822K +4,053 +0.9%
CI Investments Inc
183
CI Investments Inc
Ontario, Canada
$87.3M -$946K -4,663 -1%
JCM
184
Junto Capital Management
New York
$87.2M +$36.1M +178,103 +71%
BPC
185
Banque Pictet & Cie
Switzerland
$86.6M -$1.29M -6,381 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
186
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$85.5M -$12.4M -61,178 -13%
Aviva
187
Aviva
United Kingdom
$85.5M +$1.41M +6,951 +2%
Jane Street
188
Jane Street
New York
$84.2M -$180M -885,395 -68%
SO
189
STRS Ohio
Ohio
$83.8M -$1.33M -6,548 -2%
State of Tennessee, Department of Treasury
190
State of Tennessee, Department of Treasury
Tennessee
$83.7M -$9.97M -49,160 -11%
Federated Hermes
191
Federated Hermes
Pennsylvania
$83.5M +$39.6M +195,106 +90%
IC
192
IEQ Capital
California
$81.2M +$1.76M +8,703 +2%
SEP
193
Soma Equity Partners
California
$81.1M – – –
XL
194
XN LP
New York
$80.4M -$3.12M -15,408 -4%
Osaic Holdings
195
Osaic Holdings
Arizona
$80.2M +$20.3M +100,257 +34%
CS
196
Candriam SCA
Luxembourg
$79.2M -$1.99M -9,832 -2%
Handelsbanken Fonder
197
Handelsbanken Fonder
Sweden
$78.9M +$964K +4,754 +1%
Royal London Asset Management
198
Royal London Asset Management
United Kingdom
$78.5M +$3.51M +17,333 +5%
Bank Julius Baer & Co
199
Bank Julius Baer & Co
Switzerland
$78.4M +$29.3M +144,372 +60%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$77.8M -$153K -753 -0.2%
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