CRM
Salesforce, Inc. · Technology · Software - Application
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -4.3% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 182 | +2 | 576.22M | $90.37B | +7 | −4 |
| Q1 2026 | 182 | -7 | 605.20M | $113.15B | +1 | −9 |
| Q4 2025 | 188 | -1 | 639.71M | $169.35B | +1 | −1 |
| Q3 2025 | 31 | -1 | 361.97M | $85.79B | — | −2 |
| Q2 2025 | 30 | -1 | 311.26M | $84.88B | — | −1 |
| Q1 2025 | 28 | 0 | 129.26M | $34.67B | +2 | −2 |
| Q4 2024 | 28 | +1 | 135.05M | $45.16B | +1 | — |
| Q3 2024 | 26 | +1 | 91.78M | $25.10B | +3 | −2 |
| Q2 2024 | 25 | — | 88.66M | $22.78B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 48.48M | -0.9% | $13.01B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 20.76M | +4.0% | $5.56B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 20.76M | +4.0% | $5.56B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 11.30M | +4.9% | $3.03B | 0.4% | ▲ Add | 4 | SEC ↗ |
| 5 | Fisher Asset Management ✦ | 8.05M | -35.4% | $2.16B | 0.9% | ▼ Trim | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 7.61M | -9.1% | $2.04B | 0.4% | ▼ Trim | 4 | SEC ↗ |
| 7 | Wellington Management ✦ | 7.61M | -9.1% | $2.04B | 0.4% | ▼ Trim | 4 | SEC ↗ |
| 8 | Wellington Management ✦ | 7.61M | -9.1% | $2.04B | 0.4% | ▼ Trim | 4 | SEC ↗ |
| 9 | Wellington Management ✦ | 7.61M | -9.1% | $2.04B | 0.4% | ▼ Trim | 4 | SEC ↗ |
| 10 | Wellington Management ✦ | 7.61M | -9.1% | $2.04B | 0.4% | ▼ Trim | 4 | SEC ↗ |
| 11 | Wellington Management ✦ | 7.61M | -9.1% | $2.04B | 0.4% | ▼ Trim | 4 | SEC ↗ |
| 12 | Wellington Management ✦ | 7.61M | -9.1% | $2.04B | 0.4% | ▼ Trim | 4 | SEC ↗ |
| 13 | Wellington Management ✦ | 7.61M | -9.1% | $2.04B | 0.4% | ▼ Trim | 4 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 7.31M | -18.2% | $1.96B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 7.31M | -18.2% | $1.96B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 16 | Capital World Investors ✦ | 6.93M | -22.9% | $1.86B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 17 | ValueAct Capital ✦ | 2.90M | 0.0% | $777.84M | 17.0% | Held | 4 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 2.19M | +33.7% | $588.18M | 0.6% | ▲ Add | 4 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 2.19M | +33.7% | $588.18M | 0.6% | ▲ Add | 4 | SEC ↗ |
| 20 | Marshall Wace ✦ | 1.93M | +45.6% | $517.36M | 0.7% | ▲ Add | 4 | SEC ↗ |
| 21 | Marshall Wace ✦ | 1.93M | +45.6% | $517.36M | 0.7% | ▲ Add | 4 | SEC ↗ |
| 22 | Marshall Wace ✦ | 1.93M | +45.6% | $517.36M | 0.7% | ▲ Add | 4 | SEC ↗ |
| 23 | Lone Pine Capital ✦ | 1.73M | +10.6% | $464.71M | 4.1% | ▲ Add | 3 | SEC ↗ |
| 24 | Arrowstreet Capital ✦ | 1.59M | +286.7% | $425.49M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 25 | Baillie Gifford ✦ | 1.20M | Nuevo | $321.47M | 0.3% | New | 1 | SEC ↗ |
| 26 | Baillie Gifford ✦ | 1.20M | Nuevo | $321.47M | 0.3% | New | 1 | SEC ↗ |
| 27 | Baillie Gifford ✦ | 1.20M | Nuevo | $321.47M | 0.3% | New | 1 | SEC ↗ |
| 28 | Baillie Gifford ✦ | 1.20M | Nuevo | $321.47M | 0.3% | New | 1 | SEC ↗ |
| 29 | Bridgewater Associates ✦ | 1.04M | +107.4% | $279.60M | 1.3% | ▲ Add | 4 | SEC ↗ |
| 30 | Two Sigma Investments ✦ | 965.72K | +700.7% | $259.16M | 0.6% | ▲ Add | 4 | SEC ↗ |
| 31 | Starboard Value ✦ | 849.68K | +51.9% | $228.02M | 4.2% | ▲ Add | 4 | SEC ↗ |
| 32 | Adage Capital Partners ✦ | 832.74K | -3.6% | $223.47M | 0.4% | ▼ Trim | 4 | SEC ↗ |
| 33 | D. E. Shaw & Co. ✦ | 623.77K | -36.2% | $167.40M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 34 | D. E. Shaw & Co. ✦ | 623.77K | -36.2% | $167.40M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 35 | D. E. Shaw & Co. ✦ | 623.77K | -36.2% | $167.40M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 36 | Renaissance Technologies ✦ | 595.72K | +78.7% | $159.87M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 528.95K | +61.3% | $139.37M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 528.95K | +61.3% | $139.37M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 528.95K | +61.3% | $139.37M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 528.95K | +61.3% | $139.37M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 528.95K | +61.3% | $139.37M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 528.95K | +61.3% | $139.37M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 43 | PRIMECAP Management ✦ | 507.50K | +1.2% | $136.19M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 44 | Millennium Management ✦ | 477.54K | -17.8% | $128.15M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 45 | Soros Fund Management ✦ | 342.83K | +15.3% | $92.00M | 2.3% | ▲ Add | 3 | SEC ↗ |
| 46 | Harris Associates (Oakmark) ✦ | 325.68K | -75.5% | $87.40M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 47 | Point72 Asset Management ✦ | 77.35K | -91.3% | $20.76M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 48 | ARK Investment Management ✦ | 75.19K | Nuevo | $20.18M | 0.2% | New | 1 | SEC ↗ |
| 49 | Gotham Asset Management ✦ | 33.66K | +63.3% | $9.03M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 50 | GAMCO Investors ✦ | 3.19K | +33.8% | $856,068 | 0.0% | ▲ Add | 4 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Baillie Gifford | $321.47M | 0.3% |
| Baillie Gifford | $321.47M | 0.3% |
| Baillie Gifford | $321.47M | 0.3% |
| Baillie Gifford | $321.47M | 0.3% |
| ARK Investment Management | $20.18M | 0.2% |
Posición cerrada
| Viking Global Investors | $405.03M | era 1.3% |
| Altimeter Capital | $90.85M | era 1.6% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 2,648 tenedores, 729.50M acciones, $132.18B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.