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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 %
SN
2026
Sittner & Nelson
Oregon
$208K – – –
P
2027
&Partners
Tennessee
$208K +$1.83K +9 +0.9%
PWAM
2028
Pinnacle West Asset Management
Wyoming
$208K +$208K +1,025 New
SWS
2029
SYSTM Wealth Solutions
Illinois
$208K -$719K -3,547 -78%
SWM
2030
SFG Wealth Management
Maryland
$208K – – –
TA
2031
Trellis Advisors
Washington
$208K -$4.87K -24 -2%
AO
2032
Advisor OS
Illinois
$207K +$207K +1,021 New
CSIC
2033
Clifford Swan Investment Counsel
California
$206K – – –
SPWG
2034
Sage Private Wealth Group
Illinois
$206K +$4.06K +20 +2%
FFG
2035
Frisch Financial Group
New York
$206K – – –
SAMT
2036
Select Asset Management & Trust
Pennsylvania
$204K – – –
MCM
2037
MV Capital Management
Maryland
$204K +$31K +153 +18%
GC
2038
Gratus Capital
Georgia
$204K +$204K +1,006 New
TFA
2039
Trinity Financial Advisors
Ohio
$203K -$7.5K -37 -4%
HCM
2040
Hodges Capital Management
Texas
$203K +$203K +1,000 New
TIM
2041
Thompson Investment Management
Wisconsin
$203K – – –
CA
2042
CV Advisors
Florida
$203K – – –
WRM
2043
Weybosset Research & Management
Rhode Island
$202K – – –
RA
2044
Rockingstone Advisors
Massachusetts
$201K +$203 +1 +0.1%
HB
2045
Horizon Bancorp
Indiana
$196K +$141K +697 +256%
SIMG
2046
Stephens Investment Management Group
Texas
$191K – – –
SPWM
2047
Spartan Planning & Wealth Management
North Carolina
$191K +$191K +942 New
HCP
2048
Hexagon Capital Partners
Arkansas
$185K -$3.04K -15 -2%
FRA
2049
Front Row Advisors
California
$183K -$811 -4 -0.4%
BCMLT
2050
Beacon Capital Management LLC (Tennessee)
Tennessee
$179K – – –
80 81
82
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