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Salesforce
CRM

Overview Fund Activity

2,623 hedge funds and large institutions have $205B invested in Salesforce in 2024 Q3 according to their latest regulatory filings, with 216 funds opening new positions, 1,126 increasing their positions, 1,001 reducing their positions, and 161 closing their positions.

Holders
2,623
Holders Change
+25
Holders Change %
+0.96%
% of All Funds
37.95%
Holding in Top 10
72
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.26%
% of All Funds
1.04%
New
216
Increased
1,126
Reduced
1,001
Closed
161
Calls
$5.24B
Puts
$5.3B
Net Calls
-$53.8M
Net Calls Change
-$15.8M

Top Buyers

1
VAM
1
Veritas Asset Management
United Kingdom
$734M
2
LPC
2
Lone Pine Capital
Connecticut
$640M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.02B
4
Invesco
4
Invesco
Georgia
$1.5B
5
KBC Group
5
KBC Group
Belgium
$447M

Top Sellers

1
Polen Capital Management
1
Polen Capital Management
Florida
$9.77M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.16B
3
Coatue Management
3
Coatue Management
New York
$0
4
Jane Street
4
Jane Street
New York
$36.9M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$2.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$23.8B +$173M +630,450 +0.7%
BlackRock
2
BlackRock
New York
$20.1B -$278M -1,015,842 -1%
State Street
3
State Street
Massachusetts
$13.4B +$237M +864,193 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.16B -$1.14B -4,181,223 -14%
Capital Research Global Investors
5
Capital Research Global Investors
California
$6.66B +$52M +189,864 +0.8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.4B +$70.2M +257,501 +1%
Morgan Stanley
7
Morgan Stanley
New York
$5.26B -$61.2M -223,544 -1%
Capital International Investors
8
Capital International Investors
California
$5.19B +$186M +680,074 +4%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$4.02B +$481M +1,757,968 +14%
Fisher Asset Management
10
Fisher Asset Management
Washington
$3.36B +$86.1M +314,530 +3%
Capital World Investors
11
Capital World Investors
California
$3.27B +$32M +116,800 +1%
Bank of America
12
Bank of America
North Carolina
$2.71B -$42.9M -156,849 -2%
Northern Trust
13
Northern Trust
Illinois
$2.6B -$165M -603,700 -6%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$2.38B -$62.8M -229,542 -3%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$2.32B -$319M -1,164,973 -12%
Goldman Sachs
16
Goldman Sachs
New York
$2.23B -$53.6M -195,646 -2%
UBS AM
17
UBS AM
Illinois
$2.2B -$116M -423,869 -5%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$1.99B -$224M -819,944 -10%
Legal & General Group
19
Legal & General Group
United Kingdom
$1.85B +$93.6M +341,877 +5%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$1.84B -$62.8M -229,582 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.83B +$170M +620,797 +10%
Amundi
22
Amundi
France
$1.82B +$130M +449,240 +8%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.81B -$44.3M -161,941 -2%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$1.63B +$15.8M +57,825 +1%
Charles Schwab
25
Charles Schwab
California
$1.62B +$26.4M +96,381 +2%
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