We are live on ! Find out more
CRM icon

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
GAMC
2526
Garner Asset Management Corp
Texas
$316K
AIM
2527
Advyzon Investment Management
Illinois
$315K +$300K +941 New
CWP
2528
Curated Wealth Partners
California
$315K +$638 +2 +0.2%
KIG
2529
Kennedy Investment Group
New Jersey
$315K -$28.7K -90 -9%
LCM
2530
Lattice Capital Management
Washington
$314K
MWM
2531
Momentous Wealth Management
Washington
$313K +$299K +937 New
YIM
2532
Yoffe Investment Management
Pennsylvania
$313K +$299K +937 New
BBNA
2533
Bremer Bank National Association
Minnesota
$311K -$60.6K -190 -17%
WE
2534
Wealth Effects
Massachusetts
$311K +$20.7K +65 +8%
KA
2535
KDT Advisors
New York
$311K +$296K +929 New
MBI
2536
May Barnhard Investments
Maryland
$310K
ACC
2537
Acorn Creek Capital
Colorado
$309K +$12.1K +38 +4%
ML
2538
McAdam LLC
Pennsylvania
$308K +$43.7K +137 +17%
LI
2539
LifeWealth Investments
Florida
$307K +$293K +917 New
GWP
2540
Gateway Wealth Partners
Wisconsin
$306K +$292K +916 New
HPM
2541
Hoxton Planning & Management
West Virginia
$306K +$33.5K +105 +13%
BMM
2542
Berkshire Money Management
Massachusetts
$305K +$291K +912 New
VF
2543
Vawter Financial
Ohio
$305K -$74K -232 -20%
GCP
2544
Gill Capital Partners
Colorado
$303K
FFG
2545
First Financial Group
North Carolina
$303K +$289K +905 New
PP
2546
Postrock Partners
Oregon
$302K +$289K +904 New
WWS
2547
Wellington Wealth Strategies
Indiana
$302K -$449K -1,407 -61%
CFS
2548
Coordinated Financial Services
Colorado
$301K +$287K +900 New
SIAG
2549
Safeguard Investment Advisory Group
California
$300K -$12.1K -38 -4%
ERWM
2550
Elk River Wealth Management
Colorado
$300K

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.