Salesforce
CRM
2,621 hedge funds and large institutions have $202B invested in Salesforce in 2024 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 1,237 increasing their positions, 962 reducing their positions, and 286 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 1,237 | Existing positions reduced: 962
1% less call options, than puts
Call options by funds: $5.36B | Put options by funds: $5.4B
0.73% less ownership
Funds ownership: 80.56% → 79.83% (-0.73%)
5% less funds holding
Funds holding: 2,763 → 2,621 (-142)
14% less capital invested
Capital invested by funds: $235B → $202B (-$33.2B)
36% less first-time investments, than exits
New positions opened: 183 | Existing positions closed: 286
41% less funds holding in top 10
Funds holding in top 10: 135 → 79 (-56)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$2.62B |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$1.11B |
| 3 |
Swedbank
Stockholm,
Sweden
|
+$710M |
| 4 |
Goldman Sachs
New York
|
+$631M |
| 5 |
BlackRock
New York
|
+$565M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.76B |
| 2 |
JP Morgan Chase
New York
|
-$1.54B |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.5B |
| 4 |
Jennison Associates
New York
|
-$1.22B |
| 5 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$910M |
CRM Hedge Fund Activity: Q2 2024 in Review
2,621 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q2 2024, worth a combined $202B — down 14% from $235B a quarter earlier.
Sellers outnumbered buyers: 286 funds closed out of CRM and 183 opened new positions — a net loss of 103 holders — while 962 trimmed existing stakes and 1,237 added.
The largest buyer was Capital Research Global Investors, adding an estimated $2.62B. The largest seller was Fidelity Investments, cutting an estimated $1.76B.
- 2,621 institutional investors held Salesforce (CRM) as of Q2 2024, down from 2,763 in Q1 2024.
- Funds reported $202B of Salesforce stock for Q2 2024, down 14% quarter-over-quarter.
- 183 funds opened new Salesforce positions in Q2 2024 and 286 closed out, a net change of -103 holders.
- The largest Salesforce buyer in Q2 2024 was Capital Research Global Investors, an estimated $2.62B added.
- The largest Salesforce seller in Q2 2024 was Fidelity Investments, an estimated $1.76B sold.
Based on aggregated 13F filings for Q2 2024.