Salesforce
CRM
CRM
2,600 hedge funds and large institutions have $201B invested in Salesforce in 2024 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 1,227 increasing their positions, 957 reducing their positions, and 284 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less call options, than puts
Call options by funds: $ | Put options by funds: $
less funds holding
Funds holding: →
14% less capital invested
Capital invested by funds: $234B → $201B (-$33B)
36% less first-time investments, than exits
New positions opened: 181 | Existing positions closed: 284
43% less funds holding in top 10
Funds holding in top 10: 134 → 77 (-57)
Holders
2,600
Holding in Top 10
77
Calls
$5.36B
Puts
$5.4B
Top Buyers
| 1 | +$2.52B | |
| 2 | +$1.07B | |
| 3 | +$682M | |
| 4 |
Goldman Sachs
New York
|
+$607M |
| 5 |
BlackRock
New York
|
+$543M |
Top Sellers
| 1 | -$1.69B | |
| 2 | -$1.48B | |
| 3 | -$1.44B | |
| 4 |
Jennison Associates
New York
|
-$1.17B |
| 5 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$910M |