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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 %
CC
2301
Cipher Capital
New York
– -$2.04M -9,651 Closed
SBH
2302
Segall Bryant & Hamill
Illinois
– -$1.86M -8,791 Closed
IPW
2303
IronBridge Private Wealth
Texas
– -$1.73M -8,177 Closed
MFS
2304
Mirabella Financial Services
United Kingdom
– -$1.35M -6,374 Closed
ACM
2305
Absolute Capital Management
Pennsylvania
– -$1.27M -6,001 Closed
NCGI
2306
Next Century Growth Investors
Minnesota
– -$1.23M -5,842 Closed
HVM
2307
Harvest Volatility Management
Connecticut
– -$1.2M -5,684 Closed
LCM
2308
Landscape Capital Management
New Jersey
– -$1.05M -4,974 Closed
RAG
2309
RIA Advisory Group
Iowa
– -$1.01M -4,767 Closed
E
2310
Ergoteles
New York
– -$935K -4,425 Closed
DFCM
2311
Dark Forest Capital Management
Puerto Rico
– -$871K -4,123 Closed
NAMP
2312
NorthStar Asset Management (Pennsylvania)
Pennsylvania
– -$851K -4,027 Closed
KJHP
2313
K.J. Harrison & Partners
Ontario, Canada
– -$847K -4,023 Closed
MFG
2314
Midwest Financial Group
Kansas
– -$832K -3,939 Closed
MS
2315
Maven Securities
Jersey
– -$827K -3,916 Closed
FF
2316
Friedenthal Financial
New Jersey
– -$693K -3,281 Closed
DF
2317
Donoghue Forlines
Massachusetts
– -$690K -3,268 Closed
DC
2318
Diametric Capital
Massachusetts
– -$636K -3,012 Closed
PCM
2319
Prelude Capital Management
New York
– -$613K -2,902 Closed
QC
2320
QCM Cayman
Texas
– -$606K -2,869 Closed
CAM
2321
CenterStar Asset Management
Illinois
– -$590K -2,792 Closed
TCA
2322
Troluce Capital Advisors
Puerto Rico
– -$528K -2,500 Closed
ACM
2323
AlphaStar Capital Management
North Carolina
– -$489K -2,315 Closed
WI
2324
WBI Investments
New Jersey
– -$475K -2,247 Closed
APM
2325
Advanced Portfolio Management
New York
– -$453K -2,143 Closed
91 92
93
94 95