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Salesforce
CRM

Overview Fund Activity

2,161 hedge funds and large institutions have $153B invested in Salesforce in 2023 Q1 according to their latest regulatory filings, with 342 funds opening new positions, 833 increasing their positions, 786 reducing their positions, and 150 closing their positions.

Holders
2,161
Holders Change
+150
Holders Change %
+7.46%
% of All Funds
34.59%
Holding in Top 10
120
Holding in Top 10 Change
+61
Holding in Top 10 Change %
+103.39%
% of All Funds
1.92%
New
342
Increased
833
Reduced
786
Closed
150
Calls
$5.16B
Puts
$5.23B
Net Calls
-$69.1M
Net Calls Change
+$53.8M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$2.95B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.09B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.33B
4
VH
4
ValueAct Holdings
California
$696M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$769M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.82B
2
Nomura Holdings
2
Nomura Holdings
Japan
$238M
3
Flossbach Von Storch
3
Flossbach Von Storch
Germany
$187M
4
Barclays
4
Barclays
United Kingdom
$349M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$74.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$16.5B +$169M +845,815 +1%
BlackRock
2
BlackRock
New York
$14.1B +$41.7M +208,685 +0.3%
State Street
3
State Street
Massachusetts
$9.09B +$78.2M +391,648 +0.9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.26B +$139M +695,355 +2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.82B -$1.43B -7,159,819 -27%
Morgan Stanley
6
Morgan Stanley
New York
$3.73B -$68.2M -341,272 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.54B +$66.2M +332,375 +2%
Capital World Investors
8
Capital World Investors
California
$2.95B +$2.71B +13,582,939 +1,131%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$2.82B +$496M +2,481,759 +21%
Fisher Asset Management
10
Fisher Asset Management
Washington
$2.7B -$72.6M -363,242 -3%
Northern Trust
11
Northern Trust
Illinois
$2.37B +$51.6M +258,428 +2%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$2.33B +$786M +3,932,657 +51%
Norges Bank
13
Norges Bank
Norway
$2.2B +$55.4M +277,261 +3%
Polen Capital Management
14
Polen Capital Management
Florida
$2.1B +$6.84M +34,228 +0.3%
Capital Research Global Investors
15
Capital Research Global Investors
California
$2.09B +$1.35B +6,752,734 +183%
Bank of America
16
Bank of America
North Carolina
$1.92B +$24M +120,099 +1%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$1.78B +$309M +1,547,890 +21%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.77B -$51.4M -257,532 -3%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$1.64B -$59.7M -298,970 -4%
Harris Associates
20
Harris Associates
Illinois
$1.54B -$86.9M -435,100 -5%
UBS AM
21
UBS AM
Illinois
$1.52B -$135M -675,536 -8%
Jennison Associates
22
Jennison Associates
New York
$1.44B -$80.2M -401,449 -5%
Goldman Sachs
23
Goldman Sachs
New York
$1.32B +$98.5M +493,070 +8%
Legal & General Group
24
Legal & General Group
United Kingdom
$1.29B +$33M +165,400 +3%
Parnassus Investments
25
Parnassus Investments
California
$1.2B -$6.5M -32,542 -0.5%
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