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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
SW
2601
SkyOak Wealth
Michigan
$280K
AA
2602
Auxano Advisors
Washington
$279K +$266K +835 New
MWP
2603
Meridian Wealth Partners
Pennsylvania
$279K +$13.4K +42 +5%
SFS
2604
Stiles Financial Services
Minnesota
$279K -$38K -119 -13%
MPCL
2605
My Personal CFO LLC
Washington
$278K +$319 +1 +0.1%
FNB
2606
Farmers National Bank
Kentucky
$278K +$265K +831 New
BWM
2607
Blossom Wealth Management
California
$277K +$1.92K +6 +0.7%
CAM
2608
Clark Asset Management
New Hampshire
$277K -$38.3K -120 -13%
ACM
2609
AlphaStar Capital Management
North Carolina
$276K +$263K +824 New
FC
2610
Forte Capital
New York
$275K -$9.57K -30 -4%
VCM
2611
Vivaldi Capital Management
Illinois
$274K +$252K +789 New
RWA
2612
Redhawk Wealth Advisors
Minnesota
$274K +$1.6K +5 +0.6%
BAM
2613
Blueshift Asset Management
New Jersey
$273K +$261K +818 New
WAM
2614
Weatherly Asset Management
California
$272K +$11.2K +35 +4%
FNWM
2615
Financial Network Wealth Management
Utah
$272K
TCBWMS
2616
Texas Capital Bank Wealth Management Services
Texas
$272K +$259K +813 New
JLBC
2617
J.L. Bainbridge & Co
Florida
$271K +$6.06K +19 +2%
LFG
2618
Lockerman Financial Group
California
$271K -$3.51K -11 -1%
HWM
2619
Hemington Wealth Management
Virginia
$271K +$14.7K +46 +6%
NCTC
2620
New Covenant Trust Company
Indiana
$270K -$3.51K -11 -1%
MWM
2621
Maridea Wealth Management
New York
$270K +$258K +808 New
RIA
2622
Realta Investment Advisors
Delaware
$269K -$17.2K -54 -6%
CFA
2623
Cahill Financial Advisors
Minnesota
$269K -$67K -210 -21%
CFP
2624
Cascade Financial Partners
California
$269K -$638 -2 -0.2%
SPA
2625
Sherbrooke Park Advisers
New York
$268K +$256K +802 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.