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Salesforce
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Overview Fund Activity

2,599 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, 956 reducing their positions, and 284 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,599
Holders Change
-143
Holders Change %
-5.22%
% of All Funds
37.8%
Holding in Top 10
77
Holding in Top 10 Change
-57
Holding in Top 10 Change %
-42.54%
% of All Funds
1.12%
New
181
Increased
1,227
Reduced
956
Closed
284
Calls
$5.36B
Puts
$5.4B
Net Calls
-$37.9M
Net Calls Change
+$293M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$6.21B
2
Capital International Investors
Capital International Investors
California
$4.7B
3
Swedbank
Swedbank
Sweden
$682M
4
Goldman Sachs
Goldman Sachs
New York
$2.15B
5
BlackRock
BlackRock
New York
$19.2B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$7.8B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.32B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.08B
4
Jennison Associates
Jennison Associates
New York
$916M
5
GQG Partners
GQG Partners
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.56B -$166M -644,415 -10%
Amundi
27
Amundi
France
$1.52B -$393K -1,505 -0%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$1.52B +$494M +1,922,674 +48%
Charles Schwab
29
Charles Schwab
California
$1.5B +$75.3M +293,025 +5%
T. Rowe Price Investment Management
30
T. Rowe Price Investment Management
Maryland
$1.42B +$412M +1,604,336 +41%
UBS Group
31
UBS Group
Switzerland
$1.32B -$40.9M -158,927 -3%
Harris Associates
32
Harris Associates
Illinois
$1.29B +$488M +1,898,985 +61%
Franklin Resources
33
Franklin Resources
California
$1.23B -$359M -1,398,220 -23%
Ameriprise
34
Ameriprise
Minnesota
$1.13B +$226M +877,495 +25%
VH
35
ValueAct Holdings
California
$1.01B +$110M +428,000 +12%
Invesco
36
Invesco
Georgia
$982M +$87M +338,540 +10%
American Century Companies
37
American Century Companies
Missouri
$959M -$79.4M -308,747 -8%
Pictet Asset Management
38
Pictet Asset Management
Switzerland
$949M +$214M +833,821 +29%
Deutsche Bank
39
Deutsche Bank
Germany
$933M -$39.6M -154,153 -4%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$922M +$39.6M +153,896 +4%
Jennison Associates
41
Jennison Associates
New York
$916M -$1.17B -4,541,963 -56%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$898M +$166M +646,127 +23%
Wells Fargo
43
Wells Fargo
California
$888M -$1.12M -4,347 -0.1%
ClearBridge Investments
44
ClearBridge Investments
New York
$882M +$75.3M +292,912 +9%
Fidelity International
45
Fidelity International
Bermuda
$874M +$208M +808,082 +31%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$762M +$81.7M +317,680 +12%
FCM
47
Farallon Capital Management
California
$758M +$256M +994,670 +51%
Barclays
48
Barclays
United Kingdom
$741M -$520M -2,023,376 -41%
Swiss National Bank
49
Swiss National Bank
Switzerland
$738M -$6.94M -27,000 -0.9%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$716M +$47.8M +185,990 +7%
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