Salesforce
CRM
2,287 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, 944 increasing their positions, 882 reducing their positions, and 129 closing their positions.
19% more first-time investments, than exits
New positions opened: 153 | Existing positions closed: 129
7% more repeat investments, than reductions
Existing positions increased: 944 | Existing positions reduced: 882
0.3% less ownership
Funds ownership: 78.89% → 78.59% (-0.3%)
0% less funds holding
Funds holding: 2,294 → 2,287 (-7)
4% less capital invested
Capital invested by funds: $162B → $155B (-$6.57B)
2% less funds holding in top 10
Funds holding in top 10: 94 → 92 (-2)
33% less call options, than puts
Call options by funds: $3.31B | Put options by funds: $4.92B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$257M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$174M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$171M |
| 4 |
D.E. Shaw & Co
New York
|
+$166M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$155M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$401M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$390M |
| 3 |
State Street
Boston,
Massachusetts
|
-$320M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$289M |
| 5 |
DnB Asset Management
Oslo,
Norway
|
-$233M |
CRM Hedge Fund Activity: Q3 2023 in Review
2,287 of the 6,311 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q3 2023, worth a combined $155B — down 4.1% from $162B a quarter earlier.
Buyers outnumbered sellers: 153 funds opened new CRM positions and 129 closed out — a net gain of 24 holders — while 944 added to existing stakes and 882 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $257M. The largest seller was Morgan Stanley, cutting an estimated $401M.
- 2,287 institutional investors held Salesforce (CRM) as of Q3 2023, down from 2,294 in Q2 2023.
- Funds reported $155B of Salesforce stock for Q3 2023, down 4.1% quarter-over-quarter.
- 153 funds opened new Salesforce positions in Q3 2023 and 129 closed out, a net change of +24 holders.
- The largest Salesforce buyer in Q3 2023 was JP Morgan Chase, an estimated $257M added.
- The largest Salesforce seller in Q3 2023 was Morgan Stanley, an estimated $401M sold.
Based on aggregated 13F filings for Q3 2023.