CRM icon

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 %
TFM
2051
TFC Financial Management
Massachusetts
$178K – – –
CAC
2052
Core Alternative Capital
Georgia
$176K +$46.4K +229 +36%
FWM
2053
Focused Wealth Management
New York
$174K – – –
UCB
2054
United Community Bank
South Carolina
$172K +$2.03K +10 +1%
AGWCA
2055
Annis Gardner Whiting Capital Advisors
Florida
$172K +$172K +850 New
HT
2056
Headlands Technologies
Illinois
$172K +$79.9K +394 +87%
CT
2057
Colonial Trust
South Carolina
$167K +$19.1K +94 +13%
CCP
2058
Carmel Capital Partners
California
$161K +$80.1K +395 +99%
FMP
2059
Financial Management Professionals
Texas
$161K +$32.6K +161 +25%
MAWCM
2060
Mine & Arao Wealth Creation & Management
California
$158K – – –
WPA
2061
West Paces Advisors
Georgia
$147K – – –
CAL
2062
Capital Advisors Ltd
Ohio
$147K – – –
Kayne Anderson Rudnick Investment Management
2063
Kayne Anderson Rudnick Investment Management
California
$144K – – –
UID
2064
Union Investments & Development
Israel
$142K – – –
VCM
2065
Versant Capital Management
Arizona
$140K – – –
WSC
2066
Wellington Shields & Co
New York
$139K – – –
RCG
2067
Rock Creek Group
District of Columbia
$138K -$16.8K -83 -11%
DIP
2068
DT Investment Partners
Pennsylvania
$134K – – –
SOS
2069
Silver Oak Securities
Tennessee
$134K -$309K -1,523 -70%
TSWM
2070
Tyler-Stone Wealth Management
Ohio
$133K +$45.7K +225 +52%
MCM
2071
Manchester Capital Management
Vermont
$132K +$3.45K +17 +3%
SWA
2072
Sutton Wealth Advisors
Florida
$129K -$4.87K -24 -4%
DMBA
2073
Deseret Mutual Benefit Administrators
Utah
$127K -$15K -74 -11%
UOTTAIMCU
2074
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$126K +$126K +622 New
KFP
2075
KB Financial Partners
New Jersey
$125K -$5.89K -29 -4%
81 82
83
84 85