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Salesforce
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Overview Fund Activity

2,575 hedge funds and large institutions have $210B invested in Salesforce in 2023 Q4 according to their latest regulatory filings, with 435 funds opening new positions, 980 increasing their positions, 904 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,575
Holders Change
+304
Holders Change %
+13.39%
% of All Funds
37.76%
Holding in Top 10
142
Holding in Top 10 Change
+52
Holding in Top 10 Change %
+57.78%
% of All Funds
2.08%
New
435
Increased
980
Reduced
904
Closed
97
Calls
$5.06B
Puts
$6.9B
Net Calls
-$1.84B
Net Calls Change
-$215M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.6B
2
Capital International Investors
2
Capital International Investors
California
$3.61B
3
Coatue Management
3
Coatue Management
New York
$564M
4
State Street
4
State Street
Massachusetts
$12.1B
5
DZ Bank
5
DZ Bank
Germany
$893M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$13.2M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$2.22B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.76B
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$763M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$22B +$327M +1,240,821 +2%
BlackRock
2
BlackRock
New York
$19.1B +$454M +1,726,920 +2%
State Street
3
State Street
Massachusetts
$12.1B +$491M +1,865,537 +4%
Morgan Stanley
4
Morgan Stanley
New York
$10.6B +$5.96B +22,663,817 +128%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$9.53B +$41.8M +158,836 +0.4%
Capital World Investors
6
Capital World Investors
California
$5.15B +$120M +457,463 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.85B +$105M +399,763 +2%
Fisher Asset Management
8
Fisher Asset Management
Washington
$3.92B +$194M +736,986 +5%
Capital International Investors
9
Capital International Investors
California
$3.61B +$1.56B +5,935,973 +76%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$3.6B -$450M -1,710,730 -11%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$3.51B -$375M -1,424,258 -10%
Capital Research Global Investors
12
Capital Research Global Investors
California
$2.98B +$1.25M +4,756 +0%
Northern Trust
13
Northern Trust
Illinois
$2.79B -$156M -592,158 -5%
Norges Bank
14
Norges Bank
Norway
$2.76B -$117M -444,631 -4%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$2.76B -$484M -1,839,409 -15%
Bank of America
16
Bank of America
North Carolina
$2.33B -$2.02M -7,662 -0.1%
Jennison Associates
17
Jennison Associates
New York
$2.27B -$60.5M -229,952 -3%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$2.22B -$525M -1,995,483 -19%
UBS AM
19
UBS AM
Illinois
$2.03B +$10.6M +40,309 +0.5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.97B -$58.7M -223,075 -3%
Polen Capital Management
21
Polen Capital Management
Florida
$1.91B -$101M -385,014 -5%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$1.91B -$29.8M -113,368 -2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.86B +$176M +667,843 +10%
Goldman Sachs
24
Goldman Sachs
New York
$1.78B +$233M +885,184 +15%
Legal & General Group
25
Legal & General Group
United Kingdom
$1.69B +$29.2M +111,095 +2%
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