CRM icon

Salesforce
CRM

Overview Fund Activity

2,741 hedge funds and large institutions have $234B invested in Salesforce in 2024 Q1 according to their latest regulatory filings, with 303 funds opening new positions, 1,114 increasing their positions, 1,023 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,741
Holders Change
+166
Holders Change %
+6.45%
% of All Funds
39.74%
Holding in Top 10
133
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.34%
% of All Funds
1.93%
New
303
Increased
1,114
Reduced
1,023
Closed
99
Calls
$4.91B
Puts
$5.24B
Net Calls
-$331M
Net Calls Change
+$1.51B

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.63B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$4.33B
3
GQG Partners
3
GQG Partners
Florida
$910M
4
Franklin Resources
4
Franklin Resources
California
$1.87B
5
Coatue Management
5
Coatue Management
New York
$1.42B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.02B
2
Capital World Investors
2
Capital World Investors
California
$4.58B
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$3.27B
4
Cerity Partners
4
Cerity Partners
New York
$109M
5
PIF
5
Public Investment Fund
Saudi Arabia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.8B -$234M -775,383 -11%
Parnassus Investments
27
Parnassus Investments
California
$1.74B -$54.3M -180,326 -3%
Charles Schwab
28
Charles Schwab
California
$1.66B +$37.9M +125,932 +2%
UBS Group
29
UBS Group
Switzerland
$1.6B +$434M +1,440,084 +37%
Amundi
30
Amundi
France
$1.59B -$23.2M -85,091 -1%
Barclays
31
Barclays
United Kingdom
$1.48B +$621M +2,060,917 +72%
Coatue Management
32
Coatue Management
New York
$1.42B +$770M +2,556,774 +119%
American Century Companies
33
American Century Companies
Missouri
$1.22B -$97.4M -323,372 -7%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$1.2B +$548M +1,820,123 +84%
T. Rowe Price Investment Management
35
T. Rowe Price Investment Management
Maryland
$1.18B +$60.5M +200,775 +5%
Deutsche Bank
36
Deutsche Bank
Germany
$1.14B +$23.4M +77,716 +2%
Ameriprise
37
Ameriprise
Minnesota
$1.05B +$35.9M +119,264 +4%
VH
38
ValueAct Holdings
California
$1.05B – – –
Invesco
39
Invesco
Georgia
$1.05B +$1.06M +3,536 +0.1%
Wells Fargo
40
Wells Fargo
California
$1.04B +$19M +63,050 +2%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$1.03B +$224M +742,635 +28%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$998M +$148M +491,907 +17%
ClearBridge Investments
43
ClearBridge Investments
New York
$945M +$4.79M +15,895 +0.5%
Harris Associates
44
Harris Associates
Illinois
$937M -$246M -816,698 -21%
GQG Partners
45
GQG Partners
Florida
$910M +$910M +3,022,178 New
Swiss National Bank
46
Swiss National Bank
Switzerland
$873M -$43.2M -143,600 -5%
Pictet Asset Management
47
Pictet Asset Management
Switzerland
$861M -$76.4M -253,829 -8%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$857M +$81.2M +269,487 +10%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$823M -$21M -69,584 -2%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$797M +$249M +826,451 +45%
1
2
3 4 5