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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 %
HighTower Advisors
201
HighTower Advisors
Illinois
$106M -$14M -46,425 -12%
JCAM
202
Jericho Capital Asset Management
New York
$106M +$34M +113,000 +47%
TA
203
Trivest Advisors
Hong Kong
$104M +$101M +334,000 +3,340%
Connor, Clark & Lunn Investment Management (CC&L)
204
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$103M +$18.6M +61,706 +22%
KPM
205
Kinetic Partners Management
Florida
$102M +$14.5M +48,260 +17%
Rafferty Asset Management
206
Rafferty Asset Management
New York
$102M +$1.12M +3,711 +1%
SHCM
207
Sachem Head Capital Management
New York
$101M -$46.2M -153,500 -31%
ERSOT
208
Employees Retirement System of Texas
Texas
$100M +$8.4M +27,880 +9%
RAM
209
Resona Asset Management
Japan
$98.5M +$98.5M +327,123 New
MRG
210
Milestone Resources Group
British Virgin Islands
$97.7M -$11.7K -39 -0%
RP
211
Riverbridge Partners
Minnesota
$97.6M -$4.22M -14,012 -4%
CCM
212
Candlestick Capital Management
Connecticut
$95.2M -$13.2M -43,731 -12%
FFM
213
Fullerton Fund Management
Singapore
$93.8M +$93.8M +311,442 New
Commonwealth Equity Services
214
Commonwealth Equity Services
Massachusetts
$93.4M +$4.74M +15,747 +5%
SMDAM
215
Sumitomo Mitsui DS Asset Management
Japan
$93M +$5.52M +18,319 +6%
Primecap Management
216
Primecap Management
California
$93M – – –
CAM
217
Congress Asset Management
Massachusetts
$92.9M +$77.1M +256,097 +490%
MVIP
218
Mar Vista Investment Partners
California
$92.7M +$1.97M +6,544 +2%
ATN
219
AMF Tjänstepension
Sweden
$91.3M +$29.2M +97,093 +47%
SC
220
Samlyn Capital
New York
$91.1M +$91.1M +302,615 New
Calamos Advisors
221
Calamos Advisors
Illinois
$90.7M +$5.65M +18,760 +7%
N
222
Natixis
France
$90.1M +$56.3M +187,040 +167%
Cetera Investment Advisers
223
Cetera Investment Advisers
Illinois
$89.6M +$74M +245,857 +477%
HCM
224
HMI Capital Management
California
$88.3M – – –
AIG
225
American International Group
New York
$88.1M +$250K +829 +0.3%
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