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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 %
SEP
176
Soma Equity Partners
California
$125M +$17.1M +56,778 +16%
TAF
177
Tredje AP-fonden
Sweden
$125M +$16.3M +54,000 +15%
LWCFA
178
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$125M -$4.11M -15,000 -3%
AAMU
179
APG Asset Management US
New York
$124M +$41.9M +138,634 +51%
BPC
180
Banque Pictet & Cie
Switzerland
$124M -$6.58M -21,836 -5%
Federated Hermes
181
Federated Hermes
Pennsylvania
$124M -$2.2M -7,314 -2%
Mirae Asset Global Investments
182
Mirae Asset Global Investments
South Korea
$123M +$1.09M +4,650 +0.9%
IC
183
IEQ Capital
California
$123M +$1.3M +4,304 +1%
Truist Financial
184
Truist Financial
North Carolina
$123M +$539K +1,791 +0.4%
DPAM
185
Degroof Petercam Asset Management
Belgium
$121M +$2.82M +9,369 +2%
Assenagon Asset Management
186
Assenagon Asset Management
Luxembourg
$120M -$120M -397,775 -50%
Royal London Asset Management
187
Royal London Asset Management
United Kingdom
$120M +$299K +994 +0.3%
FCM
188
Fernbridge Capital Management
California
$119M -$66.4M -220,561 -36%
Bank Julius Baer & Co
189
Bank Julius Baer & Co
Switzerland
$119M -$1.16M -3,859 -1%
ACM
190
Anomaly Capital Management
New York
$119M +$119M +393,624 New
Renaissance Technologies
191
Renaissance Technologies
New York
$118M +$24.5M +81,331 +26%
MSV
192
MN Services Vermogensbeheer
Netherlands
$117M -$25.4M -84,400 -18%
State of Tennessee, Department of Treasury
193
State of Tennessee, Department of Treasury
Tennessee
$117M -$11M -36,550 -9%
SO
194
STRS Ohio
Ohio
$116M -$5.59M -18,560 -5%
UM
195
UniSuper Management
Australia
$114M +$28M +92,950 +33%
XL
196
XN LP
New York
$113M -$6.78M -22,510 -6%
PCH
197
Polar Capital Holdings
United Kingdom
$110M +$27.2M +90,444 +33%
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$110M -$8M -26,572 -7%
Cerity Partners
199
Cerity Partners
New York
$109M -$941M -3,123,241 -90%
Handelsbanken Fonder
200
Handelsbanken Fonder
Sweden
$107M -$16.1M -53,606 -13%
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