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Salesforce
CRM

Overview Fund Activity

2,742 hedge funds and large institutions have $234B invested in Salesforce in 2024 Q1 according to their latest regulatory filings, with 303 funds opening new positions, 1,114 increasing their positions, 1,024 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,742
Holders Change
+166
Holders Change %
+6.44%
% of All Funds
39.75%
Holding in Top 10
134
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.29%
% of All Funds
1.94%
New
303
Increased
1,114
Reduced
1,024
Closed
99
Calls
$4.91B
Puts
$5.24B
Net Calls
-$331M
Net Calls Change
+$1.51B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.63B
2
Capital Research Global Investors
Capital Research Global Investors
California
$4.33B
3
GQG Partners
GQG Partners
Florida
$910M
4
Franklin Resources
Franklin Resources
California
$1.87B
5
Coatue Management
Coatue Management
New York
$1.42B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$6.02B
2
Capital World Investors
Capital World Investors
California
$4.58B
3
Fisher Asset Management
Fisher Asset Management
Washington
$3.27B
4
Cerity Partners
Cerity Partners
New York
$109M
5
PIF
Public Investment Fund
Saudi Arabia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Select Equity Group
151
Select Equity Group
New York
$155M +$410K +1,360 +0.3%
Kovitz Investment Group Partners
152
Kovitz Investment Group Partners
Illinois
$154M +$3.06M +10,153 +2%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$154M +$1.23M +4,068 +0.8%
CI Investments Inc
154
CI Investments Inc
Ontario, Canada
$151M -$34.8M -115,427 -19%
Public Sector Pension Investment Board (PSP Investments)
155
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$150M -$7.43M -24,686 -5%
US Bancorp
156
US Bancorp
Minnesota
$149M +$2.91M +9,672 +2%
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$148M +$2.99M +9,935 +2%
UE
158
Unisphere Establishment
Liechtenstein
$148M +$141M +468,250 +2,081%
Asset Management One
159
Asset Management One
Japan
$147M -$5.24M -17,414 -3%
Jane Street
160
Jane Street
New York
$147M -$106M -352,792 -42%
ZIG
161
Zurich Insurance Group
Switzerland
$146M +$2.79M +9,249 +2%
Empower Advisory Group
162
Empower Advisory Group
Colorado
$146M -$14M -46,522 -9%
NHAS
163
Novo Holdings A/S
Denmark
$145M -$15.2M -50,340 -9%
Aviva
164
Aviva
United Kingdom
$139M +$2.23M +7,409 +2%
HA
165
HHLR Advisors
Cayman Islands
$139M -$86M -285,400 -38%
MCM
166
Moore Capital Management
New York
$139M +$50.1M +166,199 +57%
CLGM
167
Capitolis Liquid Global Markets
New York
$138M +$89.7M +297,900 +186%
Holocene Advisors
168
Holocene Advisors
New York
$135M +$132M +437,832 +3,820%
Ohio Public Employees Retirement System (OPERS)
169
Ohio Public Employees Retirement System (OPERS)
Ohio
$134M -$11M -36,442 -8%
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$133M -$54.4M -180,603 -29%
KCM
171
Kodai Capital Management
Illinois
$133M +$32.7M +108,726 +33%
CAM
172
Contour Asset Management
New York
$132M +$132M +438,294 New
Treasurer of the State of North Carolina
173
Treasurer of the State of North Carolina
North Carolina
$131M -$2.56M -8,504 -2%
ACM
174
Alua Capital Management
New York
$130M +$32.8M +108,900 +34%
MC
175
Maverick Capital
Texas
$128M +$16.2M +53,735 +15%
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