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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 %
LA
1976
LexAurum Advisors
Kansas
$232K +$232K +1,146 New
RCM
1977
Raleigh Capital Management
North Carolina
$232K +$6.89K +34 +3%
PCA
1978
Peddock Capital Advisors
Massachusetts
$231K – – –
SFG
1979
SevenBridge Financial Group
Pennsylvania
$230K – – –
IWA
1980
Inspirion Wealth Advisors
Illinois
$229K – – –
CSA
1981
Cottage Street Advisors
Massachusetts
$229K +$26.2K +129 +13%
FAM
1982
Forte Asset Management
New York
$228K – – –
CWP
1983
Curated Wealth Partners
California
$228K -$53.1K -262 -19%
CCMW
1984
Cypress Capital Management (Wyoming)
Wyoming
$227K – – –
BHPW
1985
Beverly Hills Private Wealth
California
$227K -$127K -625 -36%
CAAS
1986
Capital Asset Advisory Services
Michigan
$226K +$226K +1,094 New
KFC
1987
Klingenstein Fields & Co
New York
$226K -$15.2K -75 -6%
FFA
1988
Founders Financial Alliance
North Carolina
$225K -$78.1K -385 -26%
WCM
1989
WealthBridge Capital Management
Ohio
$225K +$2.23K +11 +1%
ACP
1990
Aveo Capital Partners
Colorado
$225K +$20.3K +100 +10%
CCFM
1991
Clear Creek Financial Management
Washington
$225K -$5.27K -26 -2%
HCM
1992
Highview Capital Management
Illinois
$224K -$7.91K -39 -3%
DFG
1993
Delta Financial Group
New Jersey
$224K -$3.24K -16 -1%
CA
1994
Carson Advisory
Georgia
$224K +$4.26K +21 +2%
DA
1995
DCM Advisors
New York
$224K +$224K +1,103 New
TCPWM
1996
Traverso Chambers Private Wealth Management
California
$223K +$7.71K +38 +4%
PWP
1997
Phillips Wealth Planners
Mississippi
$223K -$11K -53 -5%
WP
1998
Westmount Partners
California
$222K +$3.24K +16 +1%
CBA
1999
Coastal Bridge Advisors
Connecticut
$222K +$222K +1,097 New
BM
2000
Belfer Management
New York
$222K – – –
78 79
80
81 82