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
LA
2651
Latitude Advisors
Florida
$262K +$5.75K +18 +2%
HCP
2652
Hexagon Capital Partners
Arkansas
$261K -$11.2K -35 -4%
VCP
2653
Vista Capital Partners
Oregon
$261K +$249K +781 New
AC
2654
Avory & Company
Florida
$260K -$59.7K -187 -19%
MHWM
2655
Montz Harcus Wealth Management
Louisiana
$259K -$5.11K -16 -2%
TCM
2656
Tufton Capital Management
Maryland
$259K
AWM
2657
Ariadne Wealth Management
California
$259K +$252K +790 New
AFM
2658
Armstrong Fleming & Moore
District of Columbia
$258K +$319 +1 +0.1%
CG
2659
CFO4Life Group
Texas
$258K +$246K +772 New
MSWM
2660
Mowery & Schoenfeld Wealth Management
Illinois
$258K +$246K +772 New
CWM
2661
Campbell Wealth Management
Virginia
$258K +$246K +771 New
RTC
2662
Riverview Trust Company
Washington
$257K
CAG
2663
Cypress Advisory Group
Arizona
$257K +$245K +769 New
WFA
2664
Wellspring Financial Advisors
Ohio
$257K +$3.51K +11 +1%
NG
2665
Novem Group
New York
$256K +$245K +767 New
QFA
2666
Quantum Financial Advisors
California
$256K -$24.3K -76 -9%
MSS
2667
Mitchell Sinkler & Starr
Pennsylvania
$256K
EB
2668
Exchange Bank
California
$255K
SCM
2669
SOL Capital Management
Maryland
$255K
MAG
2670
MRA Advisory Group
New Jersey
$255K -$77.2K -242 -24%
AZ
2671
Alpha Zero
Florida
$255K +$243K +762 New
MMCM
2672
Murphy & Mullick Capital Management
New York
$253K +$242K +757 New
GFG
2673
Goldstone Financial Group
Illinois
$253K +$242K +757 New
HFS
2674
Hughes Financial Services
Virginia
$253K +$242K +757 New
UFF
2675
USA Financial Formulas
Michigan
$253K +$241K +756 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.