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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
MSA
2476
McAlister Sweet & Associates
Texas
$344K
PWP
2477
Prasad Wealth Partners
Ohio
$344K +$328K +1,028 New
WH
2478
Willner & Heller
California
$344K
WA
2479
Wambolt & Associates
Colorado
$343K
OC
2480
Oarsman Capital
Wisconsin
$343K -$17.9K -56 -5%
WA
2481
Westfuller Advisors
New York
$342K +$319 +1 +0.1%
RI
2482
Ridgewood Investments
New Jersey
$341K
TIM
2483
Thompson Investment Management
Wisconsin
$341K
CAAS
2484
Capital Asset Advisory Services
Michigan
$341K +$22.3K +70 +7%
WI
2485
Wintrust Investments
Illinois
$340K -$35.4K -111 -10%
FFG
2486
Frisch Financial Group
New York
$340K +$319 +1 +0.1%
NWWA
2487
New Wave Wealth Advisors
Arkansas
$339K -$52.7K -165 -14%
CSIC
2488
Clifford Swan Investment Counsel
California
$339K
1WM
2489
1900 Wealth Management
Texas
$338K +$323K +1,011 New
MCI
2490
MRP Capital Investments
Georgia
$336K -$161K -504 -33%
LRIA
2491
Leonard Rickey Investment Advisors
Washington
$336K +$25.2K +79 +9%
AGA
2492
Arkos Global Advisors
Texas
$336K -$11.5K -36 -3%
SAW
2493
Signal Advisors Wealth
Michigan
$336K -$47.9K -150 -13%
CA
2494
Cornerstone Advisory
Maryland
$336K +$80.1K +251 +32%
FI
2495
Financial Insights
Washington
$335K -$276K -864 -46%
MC
2496
MIG Capital
California
$334K -$21M -65,802 -99%
HCM
2497
Highview Capital Management
Illinois
$334K
MWM
2498
Mosley Wealth Management
California
$334K +$21.4K +67 +8%
CWA
2499
Cura Wealth Advisors
Illinois
$334K +$319K +998 New
MFS
2500
Madrona Financial Services
Washington
$333K +$22.7K +71 +8%

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.