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Salesforce

Direct holding

Which NZ managed funds hold Salesforce?

67 funds hold Salesforce directly, across 20 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold Salesforce indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

FundManager% of fund
Brandywine Global Opportunistic Equity FundBrandywine2.18%
Antipodes Global Fund – Long (PIE)Antipodes1.81%
Fisher Funds International Growth FundFisher Funds1.52%
Summer Global EquitiesSummer1.41%
BetaShares Global Sustainability Leaders FundBetaShares1.23%
BetaShares Global Sustainability Leaders Fund (NZD Hedged)BetaShares1.23%
Milford Active Growth FundMilford0.980%
Summer Growth SelectionSummer0.650%
Octagon Balanced FundOctagon0.450%
Summer Balanced SelectionSummer0.450%
Kernel Global ESG FundKernel0.440%
Fisher Funds Global FundFisher Funds0.410%
Generate Focused Growth Managed FundGGenerate0.400%
Milford Global Equity FundMilford0.400%
Clarity Global Shares FundClarity0.400%
Aurellan Global Shares FundAAurellan0.360%
Aurellan Hedged Global Shares FundAAurellan0.360%
Kernel S&P 500 (Unhedged) FundKernel0.310%
Kernel S&P 500 (NZD Hedged) FundKernel0.310%
Milford Balanced FundMilford0.290%
Milford Aggressive FundMilford0.280%
Simplicity Hedged Global Share FundSimplicity0.270%
Simplicity Unhedged Global Share FundSimplicity0.270%
AMP International Shares Managed FundAMP0.260%
Pathfinder Global Responsibility FundPathfinder0.250%
Mercer Core Hedged Global Shares FundMercer0.220%
Fisher Funds Growth FundFisher Funds0.210%
Mercer Core Global Shares FundMercer0.210%
Booster Wealth Geared Growth FundBooster0.210%
Summer Conservative SelectionSummer0.210%
Mercer All Country Global Shares Index FundMercer0.200%
Simplicity High Growth Investment FundSimplicity0.200%
Mercer Global Shares FundMercer0.190%
Booster Socially Responsible High Growth FundBooster0.190%
Pie Global Growth Fund 2Pie Funds0.170%
Booster Wealth High Growth FundBooster0.170%
Harbour Balanced Growth FundHarbour0.160%
Simplicity Growth Investment FundSimplicity0.160%
Mercer Responsible Global Shares FundMercer0.150%
Booster Socially Responsible Growth FundBooster0.150%
AMP Aggressive Managed FundAMP0.140%
Milford Conservative FundMilford0.130%
Pathfinder Ethical Growth FundPathfinder0.130%
Booster Wealth Growth FundBooster0.130%
Simplicity Balanced Investment FundSimplicity0.120%
AMP Growth Managed FundAMP0.110%
Booster Socially Responsible Balanced FundBooster0.110%
Booster Wealth Balanced FundBooster0.100%
Booster Shielded Growth FundBooster0.090%
AMP Balanced Managed FundAMP0.080%
ANZ Investments OneAnswer International Share FundANZ Investments0.080%
Mercer Responsible Balanced FundMercer0.070%
ACI Growth FundAACI0.060%
Booster Wealth Moderate FundBooster0.060%
ANZ Investments OneAnswer High Growth FundANZ Investments0.060%
Fisher Funds Conservative FundFisher Funds0.050%
ANZ Investments OneAnswer Growth FundANZ Investments0.050%
ANZ Investments OneAnswer Balanced Growth FundANZ Investments0.040%
Simplicity Conservative Investment FundSimplicity0.040%
Kernel High Growth FundKernel0.040%
ANZ Investments OneAnswer Balanced FundANZ Investments0.030%
ACI Conservative FundAACI0.020%
Kernel Balanced FundKernel0.020%
ANZ Investments OneAnswer Conservative Balanced FundANZ Investments0.020%
ANZ Investments OneAnswer Conservative FundANZ Investments0.010%
Harbour T. Rowe Price Global Equity FundHarbour0.000%
Harbour T. Rowe Price Global Equity Fund (Hedged)Harbour0.000%

Funds holding Salesforce usually also hold

Companies that appear alongside Salesforce in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 8 spellings were treated as Salesforce — shown so you can check the grouping rather than take it on trust.

  • SALESFORCE INC
  • SALESFORCE, INC.
  • SALESFORCE.COM INC.
  • Salesforce
  • Salesforce Inc
  • Salesforce.com Inc
  • Salesforce.com, Inc.
  • salesforce.com

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