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Salesforce
CRM

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 %
SGA
51
Sustainable Growth Advisers
Connecticut
$712M +$81.6M +317,429 +13%
Swedbank
52
Swedbank
Sweden
$682M +$682M +2,652,673 New
First Eagle Investment Management
53
First Eagle Investment Management
New York
$675M +$178M +692,493 +36%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$655M -$47.8M -185,990 -7%
RJA
55
Raymond James & Associates
Florida
$638M +$18.9M +73,350 +3%
Janus Henderson Group
56
Janus Henderson Group
United Kingdom
$635M +$468M +1,821,942 +281%
VOYA Investment Management
57
VOYA Investment Management
Georgia
$619M -$233M -905,724 -27%
Grantham, Mayo, Van Otterloo & Co (GMO)
58
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$544M +$34.3M +133,503 +7%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$517M +$41.7M +162,266 +9%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$508M +$47.3M +183,809 +10%
Nordea Investment Management
61
Nordea Investment Management
Sweden
$504M +$99.1M +384,349 +24%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$499M +$68.5M +265,977 +16%
Canada Pension Plan Investment Board
63
Canada Pension Plan Investment Board
Ontario, Canada
$492M +$173M +672,979 +54%
BI
64
BlueSpruce Investments
Illinois
$491M +$14.1M +54,855 +3%
Coatue Management
65
Coatue Management
New York
$491M -$718M -2,792,964 -59%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$489M -$126M -491,878 -21%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$480M +$11.9M +46,364 +3%
OTPPB
68
Ontario Teachers' Pension Plan Board
Ontario, Canada
$473M +$120M +466,890 +34%
GIM
69
Generation Investment Management
United Kingdom
$452M +$91.4M +355,492 +25%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$439M +$29M +112,690 +7%
National Pension Service
71
National Pension Service
South Korea
$435M +$10.1M +39,345 +2%
SV
72
Starboard Value
New York
$432M +$122M +473,395 +39%
Principal Financial Group
73
Principal Financial Group
Iowa
$427M -$14.4M -55,932 -3%
First Trust Advisors
74
First Trust Advisors
Illinois
$423M +$37.1M +144,360 +10%
Macquarie Group
75
Macquarie Group
Australia
$405M +$1.19M +4,611 +0.3%
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