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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
CV
2501
Counterweight Ventures
North Carolina
$332K
OBWG
2502
Onyx Bridge Wealth Group
New York
$331K -$3.19K -10 -1%
OFA
2503
Oak Family Advisors
Illinois
$330K +$315K +988 New
AI
2504
Arvest Investments
Arkansas
$330K +$7.66K +24 +2%
MC
2505
Mirabaud & Cie
Switzerland
$329K -$2.65M -8,290 -89%
HWP
2506
Highline Wealth Partners
California
$329K +$5.42K +17 +2%
EP
2507
EPIQ Partners
Minnesota
$327K
CG
2508
Clifford Group
Massachusetts
$327K
SPW
2509
Sonoma Private Wealth
California
$326K +$311K +976 New
SWG
2510
Summit Wealth Group
Vermont
$326K
AAMA
2511
Advanced Asset Management Advisors
Ohio
$326K
AA
2512
Aire Advisors
California
$326K +$18.2K +57 +6%
APW
2513
Aurora Private Wealth
New Jersey
$325K -$18.8K -59 -6%
AGC
2514
Aspen Grove Capital
Colorado
$324K -$46.3K -145 -13%
CFAM
2515
Center For Asset Management
Florida
$322K +$308K +964 New
HB
2516
Horizon Bancorp
Indiana
$322K +$8.94K +28 +3%
RWA
2517
Rooted Wealth Advisors
Illinois
$322K +$81.7K +256 +35%
OHWA
2518
Oak Hill Wealth Advisors
Virginia
$322K +$307K +962 New
SFO
2519
Stenger Family Office
Illinois
$322K +$307K +962 New
1WM
2520
1858 Wealth Management
Ohio
$320K +$13.1K +41 +4%
IFPG
2521
Intrepid Financial Planning Group
Indiana
$319K
C
2522
Covestor
United Kingdom
$318K -$30K -94 -9%
SCM
2523
Sone Capital Management
New York
$318K +$304K +951 New
MFS
2524
Mirabella Financial Services
United Kingdom
$318K -$2.15M -6,734 -88%
MWP
2525
Meriwether Wealth & Planning
Louisiana
$317K +$303K +949 New

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.