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Salesforce
CRM

Overview Fund Activity

3,064 hedge funds and large institutions have $260B invested in Salesforce in 2024 Q4 according to their latest regulatory filings, with 580 funds opening new positions, 1,181 increasing their positions, 1,020 reducing their positions, and 87 closing their positions.

Holders
3,064
Holders Change
+441
Holders Change %
+16.81%
% of All Funds
40.8%
Holding in Top 10
130
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+80.56%
% of All Funds
1.73%
New
580
Increased
1,181
Reduced
1,020
Closed
87
Calls
$7.3B
Puts
$7.36B
Net Calls
-$59.6M
Net Calls Change
-$5.79M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$6.44B
2
DZ Bank
2
DZ Bank
Germany
$1.42B
3
BlackRock
3
BlackRock
New York
$25.6B
4
Invesco
4
Invesco
Georgia
$2.6B
5
Northern Trust
5
Northern Trust
Illinois
$3.75B

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$480M
2
Harris Associates
2
Harris Associates
Illinois
$445M
3
Capital World Investors
3
Capital World Investors
California
$3.01B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.76B
5
Capital International Investors
5
Capital International Investors
California
$5.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$28.9B -$123M -367,370 -0.4%
BlackRock
2
BlackRock
New York
$25.6B +$1.05B +3,126,127 +4%
State Street
3
State Street
Massachusetts
$16.4B -$19.8M -59,219 -0.1%
Capital Research Global Investors
4
Capital Research Global Investors
California
$8.06B -$78M -233,439 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.76B -$985M -2,947,583 -11%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.66B +$58.4M +175,035 +0.9%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$6.44B +$1.52B +4,559,968 +31%
Morgan Stanley
8
Morgan Stanley
New York
$6.41B -$17.2M -51,410 -0.3%
Capital International Investors
9
Capital International Investors
California
$5.56B -$776M -2,320,838 -12%
Fisher Asset Management
10
Fisher Asset Management
Washington
$4.16B +$59.3M +177,321 +1%
Northern Trust
11
Northern Trust
Illinois
$3.75B +$581M +1,736,667 +18%
Norges Bank
12
Norges Bank
Norway
$3.6B +$3.6B +10,767,405 New
Bank of America
13
Bank of America
North Carolina
$3.09B -$220M -657,147 -7%
Capital World Investors
14
Capital World Investors
California
$3.01B -$986M -2,949,138 -25%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$2.99B +$563M +1,683,233 +23%
UBS AM
16
UBS AM
Illinois
$2.89B +$201M +602,445 +7%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$2.87B +$38.2M +114,278 +1%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$2.8B -$113M -337,414 -4%
Invesco
19
Invesco
Georgia
$2.6B +$777M +2,325,156 +43%
Goldman Sachs
20
Goldman Sachs
New York
$2.58B -$144M -430,001 -5%
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$2.37B +$74.2M +222 +3%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$2.2B +$210M +628,593 +11%
Legal & General Group
23
Legal & General Group
United Kingdom
$2.19B -$69M -206,457 -3%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$2.17B -$78.5M -234,679 -3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$2.12B -$85.9M -256,862 -4%
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