Salesforce
CRM
2,763 hedge funds and large institutions have $235B invested in Salesforce in 2024 Q1 according to their latest regulatory filings, with 309 funds opening new positions, 1,117 increasing their positions, 1,032 reducing their positions, and 100 closing their positions.
209% more first-time investments, than exits
New positions opened: 309 | Existing positions closed: 100
12% more capital invested
Capital invested by funds: $210B → $235B (+$24.7B)
7% more funds holding
Funds holding: 2,593 → 2,763 (+170)
8% more repeat investments, than reductions
Existing positions increased: 1,117 | Existing positions reduced: 1,032
6% less call options, than puts
Call options by funds: $4.92B | Put options by funds: $5.24B
2.4% less ownership
Funds ownership: 82.96% → 80.56% (-2.4%)
7% less funds holding in top 10
Funds holding in top 10: 145 → 135 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.55B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$878M |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$872M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$753M |
| 5 |
Coatue Management
New York
|
+$738M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.88B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$1.26B |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$1.17B |
| 4 |
Cerity Partners
New York
|
-$901M |
| 5 |
PIF
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
|
-$765M |
CRM Hedge Fund Activity: Q1 2024 in Review
2,763 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q1 2024, worth a combined $235B — up 12% from $210B a quarter earlier.
Buyers outnumbered sellers: 309 funds opened new CRM positions and 100 closed out — a net gain of 209 holders — while 1,117 added to existing stakes and 1,032 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $1.55B. The largest seller was Morgan Stanley, cutting an estimated $5.88B.
- 2,763 institutional investors held Salesforce (CRM) as of Q1 2024, up from 2,593 in Q4 2023.
- Funds reported $235B of Salesforce stock for Q1 2024, up 12% quarter-over-quarter.
- 309 funds opened new Salesforce positions in Q1 2024 and 100 closed out, a net change of +209 holders.
- The largest Salesforce buyer in Q1 2024 was JP Morgan Chase, an estimated $1.55B added.
- The largest Salesforce seller in Q1 2024 was Morgan Stanley, an estimated $5.88B sold.
Based on aggregated 13F filings for Q1 2024.