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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
PWM
2576
Puff Wealth Management
New Jersey
$289K +$276K +864 New
CWA
2577
Canvas Wealth Advisors
Kansas
$287K +$6.7K +21 +3%
BFF
2578
Byrne Financial Freedom
Massachusetts
$286K +$273K +856 New
AIM
2579
Arcadia Investment Management
Michigan
$286K
CAM
2580
CenterStar Asset Management
Illinois
$285K -$17.2K -54 -6%
DCM
2581
DGS Capital Management
New Jersey
$285K +$272K +852 New
DIP
2582
DT Investment Partners
Pennsylvania
$285K +$14.4K +45 +6%
BCG
2583
Breakwater Capital Group
New Jersey
$285K
IA
2584
Intellus Advisors
Florida
$284K +$271K +850 New
TWPM
2585
Total Wealth Planning & Management
Florida
$284K +$271K +850 New
CWM
2586
Challenger Wealth Management
California
$284K +$271K +848 New
GWM
2587
Gray Wealth Management
Maine
$283K +$2.23K +7 +0.8%
HWA
2588
Heritage Wealth Advisors
Virginia
$283K -$73.1K -229 -21%
CM
2589
Cercano Management
Washington
$282K +$269K +844 New
WTA
2590
Washington Trust Advisors
Massachusetts
$282K -$28.1K -88 -9%
WPW
2591
Warther Private Wealth
Ohio
$282K -$23.6K -74 -8%
GSIS
2592
Global Strategic Investment Solutions
Arizona
$282K -$31.6K -99 -11%
WDL
2593
Well Done LLC
Michigan
$281K
BAS
2594
Brueske Advisory Services
Washington
$281K +$268K +839 New
CCA
2595
Carrera Capital Advisors
Michigan
$280K +$23.6K +74 +10%
AG
2596
Algert Global
California
$280K +$267K +837 New
OFW
2597
Omnia Family Wealth
Florida
$280K +$8.94K +28 +3%
IDBONY
2598
Israel Discount Bank of New York
New York
$280K -$14.7K -46 -5%
KSWWM
2599
Keyes Stange & Wooten Wealth Management
Florida
$280K -$8.62K -27 -3%
AWA
2600
Archvest Wealth Advisors
California
$280K

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.