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Salesforce

2,763 hedge funds and large institutions have $235B invested in Salesforce in 2024 Q1 according to their latest regulatory filings, with 309 funds opening new positions, 1,117 increasing their positions, 1,032 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 309 | Existing positions closed: 100

12% more capital invested

Capital invested by funds: $210B → $235B (+$24.7B)

7% more funds holding

Funds holding: 2,5932,763 (+170)

8% more repeat investments, than reductions

Existing positions increased: 1,117 | Existing positions reduced: 1,032

6% less call options, than puts

Call options by funds: $4.92B | Put options by funds: $5.24B

2.4% less ownership

Funds ownership: 82.96%80.56% (-2.4%)

7% less funds holding in top 10

Funds holding in top 10: 145135 (-10)

Holders
2,763
Holders Change
+170
Holders Change %
+6.56%
% of All Funds
39.8%
Holding in Top 10
135
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-6.9%
% of All Funds
1.94%
New
309
Increased
1,117
Reduced
1,032
Closed
100
Calls
$4.92B
Puts
$5.24B
Net Calls
-$319M
Net Calls Change
+$1.51B
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$25.5B +$291M +1,008,841 +1%
BlackRock
2
BlackRock
New York
$21.8B -$18.8M -65,003 -0.1%
State Street
3
State Street
Massachusetts
$14.2B +$289M +1,003,214 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$11.1B +$191M +661,970 +2%
Morgan Stanley
5
Morgan Stanley
New York
$6.02B -$5.88B -20,374,910 -50%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.71B +$148M +512,992 +3%
JP Morgan Chase
7
JP Morgan Chase
New York
$5.63B +$1.55B +5,363,993 +40%
Capital World Investors
8
Capital World Investors
California
$4.58B -$1.26B -4,354,137 -22%
Capital Research Global Investors
9
Capital Research Global Investors
California
$4.33B +$878M +3,044,611 +27%
Capital International Investors
10
Capital International Investors
California
$4.25B +$118M +407,834 +3%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$4.12B +$1.76M +6,106 +0%
Fisher Asset Management
12
Fisher Asset Management
Washington
$3.27B -$1.17B -4,064,284 -27%
Bank of America
13
Bank of America
North Carolina
$3.13B +$437M +1,513,836 +17%
Norges Bank
14
Norges Bank
Norway
$3.06B -$98.4M -341,187 -3%
Northern Trust
15
Northern Trust
Illinois
$3.04B -$147M -509,101 -5%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$3.04B -$116M -400,683 -4%
N
17
Nuveen
North Carolina
$2.79B +$243M +841,961 +10%
Jennison Associates
18
Jennison Associates
New York
$2.44B -$146M -505,681 -6%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$2.16B -$31.3M -108,505 -1%
UBS AM
20
UBS AM
Illinois
$2.13B -$184M -638,343 -8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.12B -$128M -442,205 -6%
Polen Capital Management
22
Polen Capital Management
Florida
$2.09B -$92.5M -320,627 -4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.02B -$105M -364,301 -5%
Legal & General Group
24
Legal & General Group
United Kingdom
$1.95B +$7.64M +26,480 +0.4%
Franklin Resources
25
Franklin Resources
California
$1.87B +$753M +2,608,227 +73%

CRM Hedge Fund Activity: Q1 2024 in Review

2,763 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q1 2024, worth a combined $235B — up 12% from $210B a quarter earlier.

Buyers outnumbered sellers: 309 funds opened new CRM positions and 100 closed out — a net gain of 209 holders — while 1,117 added to existing stakes and 1,032 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.55B. The largest seller was Morgan Stanley, cutting an estimated $5.88B.

  • 2,763 institutional investors held Salesforce (CRM) as of Q1 2024, up from 2,593 in Q4 2023.
  • Funds reported $235B of Salesforce stock for Q1 2024, up 12% quarter-over-quarter.
  • 309 funds opened new Salesforce positions in Q1 2024 and 100 closed out, a net change of +209 holders.
  • The largest Salesforce buyer in Q1 2024 was JP Morgan Chase, an estimated $1.55B added.
  • The largest Salesforce seller in Q1 2024 was Morgan Stanley, an estimated $5.88B sold.

Based on aggregated 13F filings for Q1 2024.