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Salesforce

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.

New
Increased
Maintained
Reduced
Closed

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: 2,7632,621 (-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: 13579 (-56)

Holders
2,621
Holders Change
-142
Holders Change %
-5.14%
% of All Funds
37.85%
Holding in Top 10
79
Holding in Top 10 Change
-56
Holding in Top 10 Change %
-41.48%
% of All Funds
1.14%
New
183
Increased
1,237
Reduced
962
Closed
286
Calls
$5.36B
Puts
$5.4B
Net Calls
-$37.3M
Net Calls Change
+$282M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
126
AQR Capital Management
Connecticut
$185M -$15.5M -57,914 -7%
SEI Investments
127
SEI Investments
Pennsylvania
$184M -$112M -416,760 -37%
DnB Asset Management
128
DnB Asset Management
Norway
$177M +$129M +480,314 +232%
First Manhattan
129
First Manhattan
New York
$174M +$177M +662,323 +5,107%
EIP
130
Epoch Investment Partners
New York
$171M +$29.7M +111,020 +20%
CLGM
131
Capitolis Liquid Global Markets
New York
$168M +$52.4M +195,800 +43%
UM
132
UniSuper Management
Australia
$168M +$73.8M +275,963 +73%
Mitsubishi UFJ Trust & Banking
133
Mitsubishi UFJ Trust & Banking
Japan
$162M +$13.5M +50,559 +9%
PAM
134
Panagora Asset Management
Massachusetts
$159M -$95.8M -358,013 -37%
Westfield Capital Management
135
Westfield Capital Management
Massachusetts
$158M +$6.2M +23,177 +4%
N
136
Natixis
France
$157M +$83.9M +313,418 +105%
ROIC
137
Route One Investment Company
California
$157M
Kovitz Investment Group Partners
138
Kovitz Investment Group Partners
Illinois
$155M +$25M +93,341 +18%
KBC Group
139
KBC Group
Belgium
$155M -$68.9M -257,644 -30%
DCM
140
Dorsal Capital Management
California
$154M -$40.1M -150,000 -20%
SAM
141
Storebrand Asset Management
Norway
$151M -$3.66M -13,689 -2%
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$147M +$16M +59,773 +12%
Aviva
143
Aviva
United Kingdom
$144M +$25.7M +96,120 +21%
UE
144
Unisphere Establishment
Liechtenstein
$144M +$18.3M +68,250 +14%
Select Equity Group
145
Select Equity Group
New York
$143M +$11M +41,240 +8%
State of Wisconsin Investment Board
146
State of Wisconsin Investment Board
Wisconsin
$143M -$2.83M -10,585 -2%
EC
147
Eminence Capital
New York
$140M +$6.42M +23,997 +5%
AAIS
148
ABN AMRO Investment Solutions
$139M -$9.22M -34,471 -6%
Marshall Wace
149
Marshall Wace
United Kingdom
$138M +$86.2M +321,966 +151%
Chevy Chase Trust
150
Chevy Chase Trust
Maryland
$137M -$1.57M -5,863 -1%

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.