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Salesforce

3,102 hedge funds and large institutions have $261B invested in Salesforce in 2024 Q4 according to their latest regulatory filings, with 592 funds opening new positions, 1,194 increasing their positions, 1,027 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

580% more first-time investments, than exits

New positions opened: 592 | Existing positions closed: 87

77% more funds holding in top 10

Funds holding in top 10: 75133 (+58)

25% more capital invested

Capital invested by funds: $209B → $261B (+$52B)

17% more funds holding

Funds holding: 2,6483,102 (+454)

16% more repeat investments, than reductions

Existing positions increased: 1,194 | Existing positions reduced: 1,027

1.07% more ownership

Funds ownership: 79.91%80.97% (+1.1%)

1% less call options, than puts

Call options by funds: $7.3B | Put options by funds: $7.36B

Holders
3,102
Holders Change
+454
Holders Change %
+17.15%
% of All Funds
40.85%
Holding in Top 10
133
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+77.33%
% of All Funds
1.75%
New
592
Increased
1,194
Reduced
1,027
Closed
87
Calls
$7.3B
Puts
$7.36B
Net Calls
-$59.5M
Net Calls Change
-$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCA
226
Locust Wood Capital Advisers
New York
$100M -$1.05M -3,278 -1%
SCA
227
Southpoint Capital Advisors
New York
$100M
CAG
228
Crestwood Advisors Group
Massachusetts
$99.5M +$1.03M +3,212 +1%
SFM
229
Soros Fund Management
New York
$99.4M +$45M +141,016 +90%
Calamos Advisors
230
Calamos Advisors
Illinois
$99.1M +$16.1M +50,522 +21%
NHAS
231
Novo Holdings A/S
Denmark
$98.3M -$23.8M -74,659 -20%
CWM
232
CIBC World Markets
New York
$97.7M -$18.8M -58,897 -17%
IIM
233
INTECH Investment Management
Florida
$96.2M +$27.2M +85,126 +42%
Man Group
234
Man Group
United Kingdom
$96.2M +$14.8M +46,298 +19%
RAM
235
Resona Asset Management
Japan
$96.1M -$5.78M -18,113 -6%
MIM
236
MetLife Investment Management
New Jersey
$96M -$192K -601 -0.2%
NC
237
Nicholas Company
Wisconsin
$95.1M -$3.19K -10 -0%
TG
238
TCW Group
California
$94.6M -$90M -281,888 -50%
ASRS
239
Arizona State Retirement System
Arizona
$92.8M -$63.5K -199 -0.1%
WHG
240
Westwood Holdings Group
Texas
$92.6M -$21.5M -67,497 -20%
ACM
241
Altimeter Capital Management
Massachusetts
$90.8M -$59.4M -186,010 -41%
FAF
242
Första AP-fonden
Sweden
$90.5M -$1.18M -3,700 -1%
Jones Financial Companies
243
Jones Financial Companies
Missouri
$87.9M +$19.4M +60,931 +30%
CB
244
Commerce Bank
Missouri
$87.4M +$4.6M +14,406 +6%
SFA
245
Sequoia Financial Advisors
Ohio
$87M +$46.6M +146,150 +128%
SOMRS
246
State of Michigan Retirement System
Michigan
$86.7M -$1.44M -4,500 -2%
CF
247
Corebridge Financial
Texas
$86.4M -$1.29M -4,030 -2%
CC
248
Chicago Capital
Illinois
$85.7M +$1.43M +4,482 +2%
Luther King Capital Management (LKCM)
249
Luther King Capital Management (LKCM)
Texas
$85.5M +$3.25M +10,191 +4%
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$84.4M +$4.58M +14,359 +6%

CRM Hedge Fund Activity: Q4 2024 in Review

3,102 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q4 2024, worth a combined $261B — up 25% from $209B a quarter earlier.

Buyers outnumbered sellers: 592 funds opened new CRM positions and 87 closed out — a net gain of 505 holders — while 1,194 added to existing stakes and 1,027 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.46B. The largest seller was T. Rowe Price Investment Management, cutting an estimated $1.26B.

  • 3,102 institutional investors held Salesforce (CRM) as of Q4 2024, up from 2,648 in Q3 2024.
  • Funds reported $261B of Salesforce stock for Q4 2024, up 25% quarter-over-quarter.
  • 592 funds opened new Salesforce positions in Q4 2024 and 87 closed out, a net change of +505 holders.
  • The largest Salesforce buyer in Q4 2024 was JP Morgan Chase, an estimated $1.46B added.
  • The largest Salesforce seller in Q4 2024 was T. Rowe Price Investment Management, an estimated $1.26B sold.

Based on aggregated 13F filings for Q4 2024.