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Salesforce
CRM

Overview Fund Activity

2,741 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, 1,023 reducing their positions, and 99 closing their positions.

Holders
2,741
Holders Change
+166
Holders Change %
+6.45%
% of All Funds
39.74%
Holding in Top 10
133
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.34%
% of All Funds
1.93%
New
303
Increased
1,114
Reduced
1,023
Closed
99
Calls
$4.91B
Puts
$5.24B
Net Calls
-$331M
Net Calls Change
+$1.51B

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.63B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$4.33B
3
GQG Partners
3
GQG Partners
Florida
$910M
4
Franklin Resources
4
Franklin Resources
California
$1.87B
5
Coatue Management
5
Coatue Management
New York
$1.42B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.02B
2
Capital World Investors
2
Capital World Investors
California
$4.58B
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$3.27B
4
Cerity Partners
4
Cerity Partners
New York
$109M
5
PIF
5
Public Investment Fund
Saudi Arabia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$25.5B +$304M +1,008,841 +1%
BlackRock
2
BlackRock
New York
$21.8B -$19.6M -65,003 -0.1%
State Street
3
State Street
Massachusetts
$14.2B +$303M +1,003,214 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$11.1B +$199M +661,970 +2%
Morgan Stanley
5
Morgan Stanley
New York
$6.02B -$6.14B -20,374,910 -50%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.71B +$154M +512,992 +3%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$5.63B +$1.62B +5,363,993 +40%
Capital World Investors
8
Capital World Investors
California
$4.58B -$1.31B -4,354,137 -22%
Capital Research Global Investors
9
Capital Research Global Investors
California
$4.33B +$917M +3,044,611 +27%
Capital International Investors
10
Capital International Investors
California
$4.25B +$123M +407,834 +3%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$4.12B +$1.84M +6,106 +0%
Fisher Asset Management
12
Fisher Asset Management
Washington
$3.27B -$1.22B -4,064,284 -27%
Bank of America
13
Bank of America
North Carolina
$3.13B +$456M +1,513,836 +17%
Norges Bank
14
Norges Bank
Norway
$3.06B -$103M -341,187 -3%
Northern Trust
15
Northern Trust
Illinois
$3.04B -$153M -509,101 -5%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$3.04B -$121M -400,683 -4%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$2.79B +$254M +841,961 +10%
Jennison Associates
18
Jennison Associates
New York
$2.44B -$152M -505,681 -6%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$2.16B -$32.7M -108,505 -1%
UBS AM
20
UBS AM
Illinois
$2.13B -$192M -638,343 -8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.12B -$133M -442,205 -6%
Polen Capital Management
22
Polen Capital Management
Florida
$2.09B -$96.6M -320,627 -4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.02B -$110M -364,301 -5%
Legal & General Group
24
Legal & General Group
United Kingdom
$1.95B +$7.98M +26,480 +0.4%
Franklin Resources
25
Franklin Resources
California
$1.87B +$786M +2,608,227 +73%
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