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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 %
CG
2376
Clifford Group
Massachusetts
– -$202K -957 Closed
AA
2377
Apriem Advisors
California
– -$202K -955 Closed
SFP
2378
Sweet Financial Partners
Minnesota
– -$201K -953 Closed
SAF
2379
Smith Anglin Financial
Texas
– -$200K -948 Closed
IFPG
2380
Intrepid Financial Planning Group
Indiana
– -$200K -948 Closed
IGWM
2381
ICA Group Wealth Management
Colorado
– -$192K -908 Closed
TA
2382
Townsend & Associates
Colorado
– -$205K -908 Closed
EW
2383
Enzi Wealth
Texas
– -$202K -878 Closed
AS
2384
AM Squared
Hong Kong
– -$169K -800 Closed
FBC
2385
Fairfield, Bush & Co
Connecticut
– -$153K -726 Closed
WAM
2386
Worth Asset Management
Texas
– -$149K -706 Closed
FA
2387
Fiduciary Alliance
South Carolina
– -$104K -492 Closed
IUHSA
2388
Itau Unibanco Holding S.A.
Brazil
– -$99.1K -469 Closed
PIAS
2389
PCA Investment Advisory Services
Ohio
– -$89.2K -422 Closed
WP
2390
WealthPLAN Partners
Nebraska
– -$54.5K -258 Closed
TAIM
2391
TD Ameritrade Investment Management
Nebraska
– -$25K -116 Closed
OPTFSNA
2392
Old Point Trust & Financial Services N A
Virginia
– -$22.6K -107 Closed
SF
2393
Safeguard Financial
Wisconsin
– -$17K -84 Closed
CWA
2394
Clearview Wealth Advisors
Oregon
– -$14.6K -69 Closed
DI
2395
Disciplined Investments
Oklahoma
– -$8.66K -41 Closed
SHIM
2396
Stone House Investment Management
Pennsylvania
– -$8.45K -40 Closed
TCM
2397
TD Capital Management
Tennessee
– -$4.23K -20 Closed
FA
2398
Financial Avengers
California
– -$3.17K -15 Closed
RTL
2399
Red Tortoise LLC
Georgia
– -$3.17K -15 Closed
OSNBOA
2400
Old Second National Bank of Aurora
Illinois
– -$2.96K -14 Closed
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