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Salesforce

2,162 hedge funds and large institutions have $153B invested in Salesforce in 2023 Q1 according to their latest regulatory filings, with 343 funds opening new positions, 833 increasing their positions, 786 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+151
Holders Change %
+7.51%
% of All Funds
34.6%
Holding in Top 10
121
Holding in Top 10 Change
+62
Holding in Top 10 Change %
+105.08%
% of All Funds
1.94%
New
343
Increased
833
Reduced
786
Closed
150
Calls
$5.16B
Puts
$5.23B
Net Calls
-$69.1M
Net Calls Change
+$53.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Amundi
26
Amundi
France
$1.1B -$166M -850,851 -13%
Charles Schwab
27
Charles Schwab
California
$1.06B +$18.6M +93,333 +2%
PAMS
28
Pictet Asset Management (Switzerland)
Switzerland
$1.02B +$35.6M +178,247 +4%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1,000M -$12.6M -63,235 -1%
Invesco
30
Invesco
Georgia
$957M +$373M +1,867,175 +64%
Fidelity International
31
Fidelity International
Bermuda
$880M -$320M -1,600,329 -27%
Franklin Resources
32
Franklin Resources
California
$850M -$8.29M -41,472 -1%
Swiss National Bank
33
Swiss National Bank
Switzerland
$793M -$19.1M -95,600 -2%
IFP
34
Independent Franchise Partners
United Kingdom
$786M +$91.9M +459,956 +13%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$769M +$574M +2,873,349 +295%
ClearBridge Investments
36
ClearBridge Investments
New York
$762M -$2.98M -14,907 -0.4%
Deutsche Bank
37
Deutsche Bank
Germany
$759M -$73.4M -367,227 -9%
T. Rowe Price Investment Management
38
T. Rowe Price Investment Management
Maryland
$754M -$194M -968,900 -20%
UBS Group
39
UBS Group
Switzerland
$743M +$83M +415,338 +13%
FCM
40
Farallon Capital Management
California
$700M -$55.7M -279,000 -7%
VH
41
ValueAct Holdings
California
$696M +$585M +2,926,088 +522%
Wells Fargo
42
Wells Fargo
California
$680M +$13.4M +67,165 +2%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$667M +$7.56M +37,836 +1%
Lazard Asset Management
44
Lazard Asset Management
New York
$656M -$34.8M -174,410 -5%
DZ Bank
45
DZ Bank
Germany
$645M +$393M +1,965,433 +156%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$600M -$14.4M -71,990 -2%
BI
47
BlueSpruce Investments
Illinois
$576M -$109M -545,662 -16%
Ameriprise
48
Ameriprise
Minnesota
$552M -$9.12M -45,564 -2%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$542M +$12.9M +64,571 +2%
PIF
50
Public Investment Fund
Saudi Arabia
$529M